Job DescriptionChartered Accountant Family Office

NPosition: Chartered Accountant (CA) Family Office

NLocation: Kolkata, West Bengal (full-time, on-site)

NReports to: Family Office CFO / Principals

NExperience: 3-7 years post-qualification (NBFC / family office exposure preferred)

NCompensation: Commensurate with experience (to be discussed)

NAbout the Family Office

NA single-family office managing the financial affairs of a six-member. The portfolio under management includes:

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- A corpus of approximately 500 crore under active management.
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- An RBI-registered NBFC.
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- Equity shareholdings held across individual family members' accounts.
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- Investments in real estate projects.
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nThe role sits at the center of the family's finance function, spanning the accounts of the family members, the NBFC, and the real estate ventures. Given the scale (29+ bank accounts across entities and individuals), accuracy, discretion, and ownership are essential.

NRole Summary

nThe CA will be responsible for end-to-end accounting, reconciliation, taxation, and regulatory compliance across all family entities and individual accounts. This includes routine book-keeping oversight, direct and indirect tax computation and payment, RBI/NBFC compliance for NBFC and monthly closing and net-worth reporting for the real estate entities. The candidate will work closely with the family's external tax advisor.

NKey Responsibilities

n1. Family & Consolidated Accounting

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- Prepare Bank Reconciliation Statements (BRS) for all 29 bank accounts on a regular cycle.
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- Prepare the consolidated Profit & Loss account across all accounts and entities.
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- Prepare Capital Gains statements for all accounts (equity, mutual funds, and other assets).
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- Prepare Cash Flow statements for all accounts.
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- Maintain details of interest received on savings accounts.
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- Pass closing entries salary provisions, interest accruals, and related adjustments.
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- Maintain monthly Loans & Advances schedules.
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n2. Direct & Indirect Taxation

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- Compute TDS liability and ensure timely payment of tax.
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- Prepare Advance Tax calculations for NBFC and for individual family members.
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- Verify Advance Tax workings received from the external tax consultant.
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- Create challans and execute Advance Tax payments for NBFC and individuals.
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- Perform GSTR-2B reconciliation with books of account for NBFC.
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n3. NBFC & Regulatory.

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- Prepare provisional Interest Receivable and Interest Payable workings for FY 2026-27.
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- Prepare the RBI quarterly Cash Flow Statement, updated every 15 days.
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- Perform the CIC checklist reconciliation on a weekly basis.
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- Support statutory and RBI-related filings, audits, and information requests for the NBFC.
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n4. Real Estate Entities

NProjects:

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- Bank Reconciliation Statements.
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- Trial balance scrutiny and finalization of accounts.
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- Cash Flow Statements.
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- Invoice checking and verification.
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- Monthly net-worth closing.
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nCandidate Profile

NQualifications

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- Qualified Chartered Accountant (ICAI). First-attempt or early-attempt pass preferred but not essential.
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- Working knowledge of the Income-tax Act (TDS, Advance Tax, capital gains), GST (returns and 2B reconciliation), and Companies Act compliance.
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- Familiarity with RBI regulations applicable to NBFCs / Core Investment Companies is a strong advantage.
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nExperience

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- 37 years of post-qualification experience in accounting, taxation, and compliance.
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- Prior experience with an NBFC, family office, investment company, or a CA firm handling HNI / promoter-family clients is highly preferred.
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- Hands-on experience finalizing books,



scrutinizing trial balances, and managing multi-entity, multi-bank reconciliations.
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- Exposure to real estateproject accounting is an added advantage.
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nSkills

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- Advanced proficiency in Tally / accounting ERP and Microsoft Excel (pivot tables, lookups, reconciliation workflows).
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- Comfort with the IncomeTax and GST portals challan creation, return data, TRACES, and GSTR-2B downloads.
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- Strong grasp of bank reconciliation at scale and of investment / capital gains accounting.
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- Ability to prepare clear MIS: cash flow, net worth, and consolidated P&L; reporting.
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nPersonal Attributes

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- Absolute discretion and confidentiality the role involves sensitive family financial information.
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- Meticulous and deadline-driven, with the discipline to run weekly, fortnightly, monthly, and quarterly cycles without reminders.
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- Self-starter who takes ownership across entities rather than working to a narrow brief.
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- Long-term orientation the family seeks a stable, trusted finance skilled, not a short-stint candidate.
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- Clear communication with family members, external consultants, bankers, and auditors.
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nScreening Notes for HR

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- Must-haves: CA qualification;

hands-on TDS/Advance Tax and GSTR-2B reconciliation experience;

multi-account BRS experience;

strong Excel and Tally.

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- Strong positives: NBFC / CIC or family-office background;

RBI reporting exposure;

real estate accounting.

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- Suggested screening questions: walk through your monthly closing process;

how do you handle a GSTR-2B mismatch;

explain Advance Tax instalment due dates and interest under sections 234B/234C;

describe an RBI return you have prepared.

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- Reference checks shouldspecifically cover integrity and confidentiality.
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nRole: Chartered Accountant (CA)

NIndustry Type: Iron & Steel

NDepartment: Finance & Accounting

NEmployment Type: Full Time, Permanent

NRole Category: Accounting & Taxation

📌 Chartered Accountant Family Office (Secunderabad)
🏢 SHYAM METALICS AND ENERGY
📍 Secunderabad