Family Accountant

Location:
Nariman Point, Mumbai

Experience:
4–7 years

Salary:
₹50,000 per month (fixed, negotiable for the right profile)

About the Job

We are looking for a sharp, dependable, and discreet Family Accountant to manage the financial affairs of a private family. This is a hands-on role covering personal income tax, investment tracking, household payments, and day-to-day financial administration. The ideal candidate should be tech-savvy, detail-oriented, and comfortable handling sensitive financial information with a high degree of confidentiality and ownership.

Key Responsibilities
- Manage and reconcile personal bank accounts, credit cards, and cash flows.
- Handle personal payments including utility bills, vendor payments, staff salaries, subscriptions, and recurring household expenses.
- Prepare and file personal income tax returns (ITR) and track advance tax, TDS credits, Form 26AS/AIS reconciliation, and tax planning opportunities.
- Track and consolidate investment portfolios, including equity holdings, mutual funds, demat accounts, capital gains,



dividends, and portfolio performance.
- Track real estate holdings, rental income, property tax, lease renewals, and related documentation.
- Maintain personal balance sheets and monthly cash flow statements.
- Liaise with CAs, tax consultants, wealth managers, and bankers on filings, audits, and investment documentation.
- Maintain organised digital records of receipts, invoices, contracts, and financial statements.
- Proactively track tax-saving opportunities, investment renewals, maturity dates, and compliance deadlines.
- Support insurance renewals, loan documentation, EMI tracking, and other financial administration requirements.

Requirements
- 4–7 years of experience in personal/family accounting, taxation, wealth advisory, or a related finance role.
- Working knowledge of Indian personal income tax law, including slabs, deductions, capital gains, and filing requirements.
- CA-Inter, M.Com

📌 Family Accountant (Mumbai)
🏢 Openhire
📍 Mumbai