Job Description
Position: Group Companies & Family Office Accounting based at HO, Kolkata.
Position Overview
We are seeking a highly accomplished Chartered Accountant with extensive experience to lead and manage the Family Office Accounting for multiple promoters. The ideal candidate will combine strategic accounting oversight with hands-on execution and team leadership.
Key Responsibilities
Promoter Wealth & Portfolio Accounting
Investment Accounting : Manage complex accounting for a diverse array of investments i.e. Promoters’ investments, Promoter Family, Stakeholder Company, Charitable Trust, LLP, NBFC, including equity, debt, private equity, venture capital, and alternative assets. Cash Flow Management : Monitor and optimize liquidity, personal cash flows, funding requirements, and distributions for promoters and their immediate families.
Estate Administration
Estate Management : Oversee the accounting management of a high-value real estate portfolio, including commercial, residential, and agricultural properties. Operational Expenses : Monitor and process property tax payments, maintenance costs, utility bills, and insurance premiums. Revenue Management : Track rental income, lease compliance, tenant renewals, and property-related cash flows.
Compliance, Documentation & Operations
Corporate Secretarial & Banking : Lead the end-to-end documentation for opening, maintaining, and closing bank, demat, and investment accounts. Taxation & Compliance : Ensure strict adherence to domestic tax laws, including advance tax planning of the group Companies and responding to regulatory notices. Record Keeping : Maintain flawless physical and digital archives of title deeds, investment certificates, share registries, and legal agreements. MIS:
Monitor and review MIS of all Accounts.
Leadership & Stakeholder Management
Team Leadership : Mentor, guide, and manage a lean team of accountants and administrative staff to ensure timely and accurate deliverables. Vendor & Advisor Liaison : Coordinate effectively with external stakeholders, including wealth managers, legal counsels, tax advisors, real estate brokers, and auditors.
Required Qualifications & Skills
Education & Experience
Certification : Chartered Accountant (CA) qualification is mandatory. Experience : Minimum 10-15 years of post-qualification experience, with a significant portion spent inside a Single/Multi-Family Office environment.
Technical Competencies
Deep expertise in Indian and International accounting standards, direct/indirect taxation, and FEMA regulations. Proficiency in SAP and advanced MS Excel.
Behavioral Attributes
Uncompromised ethics, integrity, and discretion in handling sensitive financial data. Exceptional organizational and multi-tasking abilities to operate effectively in a fast-paced environment. Strong analytical mind with a proactive approach to problem-solving.
Position Overview
We are seeking a highly accomplished Chartered Accountant with extensive experience to lead and manage the Family Office Accounting for multiple promoters. The ideal candidate will combine strategic accounting oversight with hands-on execution and team leadership.
Key Responsibilities
Promoter Wealth & Portfolio Accounting
Investment Accounting : Manage complex accounting for a diverse array of investments i.e. Promoters’ investments, Promoter Family, Stakeholder Company, Charitable Trust, LLP, NBFC, including equity, debt, private equity, venture capital, and alternative assets. Cash Flow Management : Monitor and optimize liquidity, personal cash flows, funding requirements, and distributions for promoters and their immediate families.
Estate Administration
Estate Management : Oversee the accounting management of a high-value real estate portfolio, including commercial, residential, and agricultural properties. Operational Expenses : Monitor and process property tax payments, maintenance costs, utility bills, and insurance premiums. Revenue Management : Track rental income, lease compliance, tenant renewals, and property-related cash flows.
Compliance, Documentation & Operations
Corporate Secretarial & Banking : Lead the end-to-end documentation for opening, maintaining, and closing bank, demat, and investment accounts. Taxation & Compliance : Ensure strict adherence to domestic tax laws, including advance tax planning of the group Companies and responding to regulatory notices. Record Keeping : Maintain flawless physical and digital archives of title deeds, investment certificates, share registries, and legal agreements. MIS:
Monitor and review MIS of all Accounts.
Leadership & Stakeholder Management
Team Leadership : Mentor, guide, and manage a lean team of accountants and administrative staff to ensure timely and accurate deliverables. Vendor & Advisor Liaison : Coordinate effectively with external stakeholders, including wealth managers, legal counsels, tax advisors, real estate brokers, and auditors.
Required Qualifications & Skills
Education & Experience
Certification : Chartered Accountant (CA) qualification is mandatory. Experience : Minimum 10-15 years of post-qualification experience, with a significant portion spent inside a Single/Multi-Family Office environment.
Technical Competencies
Deep expertise in Indian and International accounting standards, direct/indirect taxation, and FEMA regulations. Proficiency in SAP and advanced MS Excel.
Behavioral Attributes
Uncompromised ethics, integrity, and discretion in handling sensitive financial data. Exceptional organizational and multi-tasking abilities to operate effectively in a fast-paced environment. Strong analytical mind with a proactive approach to problem-solving.
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