1. ROLE OVERVIEW

At yourCFO, we view Articleship as a structured professional development journey, not just a training requirement.

During the Articleship period, the firm will:

- Provide structured exposure to process of books closure, MIS, analysis, taxation, and advisory assignments.
- Build strong technical foundations in accounting, financial reporting, and compliances.
- Train you in analytical thinking through MIS preparation and financial analysis.
- Develop your understanding of tax laws, audit documentation, and regulatory compliance
- Provide hands-on client interaction experience under guided supervision.
- Train you in disciplined deliverables, attention to detail, adherence to timelines, and quality standards.
- Develop presentation and Summarisation skills
- Instil skilled discipline, ethical conduct, and integrity aligned with ICAI standards

Our objective is to transform Article Assistants into well-rounded finance professionals with practical exposure across accounting, taxation, compliance, and advisory services preparing them for leadership roles post-qualification.

A. Accounting, Book Closure & MIS Support

- Assistance in day-to-day accounting and ledger scrutiny
- Supporting monthly / quarterly book closure activities
- Review of revenue, expenses, provisions, accruals, and prepaid entries
- Bank, debtor, and creditor reconciliations
- Assisting in preparation of schedules for:
- Profit & Loss
- Balance Sheet
- Cash Flow

- Supporting preparation of MIS reports and variance analysis
- Identifying discrepancies and assisting in rectification entries




- Ensuring proper maintenance of working papers and accounting documentation

B. Financial and Legal review Assignments

- Review of compliance records and audit files
- Analysis of financial data and make observations
- Attention to red flags and appropriate summarisation
- Review compliances under Direct and Indirect taxation
- Review compliances under Companies Act
- Review and analyse impact of non-compliance under any of the act.

C. Financial Reporting

- Assisting in preparation of financial statements as per applicable GAAP, Ind AS
- Compilation of financial data and reconciliation of accounts
- Assisting in preparation of Consolidated financials.
- Computation of Goodwill, valuation, restatement
- Preparation of supporting schedules and disclosures
- Supporting finalization and presentation of financial information

D. Taxation & Compliance Support

- Assistance in preparation of Income Tax returns
- Supporting GST return workings and reconciliations
- Understanding and applying relevant tax provisions
- Assisting in client compliance with tax regulations
- Preparation of tax computations and reconciliations




- Supporting documentation for assessments and notices

E. Financial Analysis & Reporting

- Analysis of financial data
- Conducting ratio and trend analysis
- Assisting in preparation of analytical reports to support decision-making
- Supporting basic advisory assignments where required

F. Documentation & Record Maintenance

- Maintaining accurate and organized records
- Ensuring completeness and accuracy of working papers
- Adherence to documentation standards and timelines
- Timely submission of assignments and reports

3. PROFESSIONAL CONDUCT & ETHICS

- Adherence to ICAI Code of Conduct and professional ethics
- Maintaining high standards of integrity and confidentiality
- Responsible handling of client information
- Professional behaviour in internal and client interactions

4. ELIGIBILITY CRITERIA

- Currently pursuing CA (Inter cleared – both groups preferred)
- Strong academic foundation in accounting and taxation
- Interest in accounting, MIS, and advisory services
- Willingness to learn in a consulting-oriented environment

5. REQUIRED COMPETENCIES

Functional

- Accounting fundamentals
- Basic understanding of book closure process
- Reconciliations and ledger review
- Tax fundamentals (Income Tax & GST)
- Basic MIS concepts

Behavioral

- Learning orientation
- Attention to detail
- Accountability and discipline
- Effective communication
- Team collaboration
- Ethical conduct

Technical

- Working knowledge of Excel
- Exposure to Tally / ERP
- Documentation and drafting skills

📌 Article Assistant (Maharashtra)
🏢 New Wave League
📍 Maharashtra