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. N
- An RBI-registered NBFC. N
- Equity shareholdings held across individual family members' accounts. N
- Investments in real estate projects. N

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. N
- Prepare the consolidated Profit & Loss account across all accounts and entities. N
- Prepare Capital Gains statements for all accounts (equity, mutual funds, and other assets). N
- Prepare Cash Flow statements for all accounts. N
- Maintain details of interest received on savings accounts. N
- Pass closing entries salary provisions, interest accruals, and related adjustments. N
- Maintain mo

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