Admin & Operations Executive – Chartered Accountant Firm

Experience: 3–5 Years
Employment Type: Full time
Location: Basaveshwaranagar, Bengaluru, Karnataka
Industry: Chartered Accountancy / Professional Services

About the Role

We are looking for an experienced and proactive Admin & Operations Executive to manage client communication, office operations, administrative coordination, and day-to-day activities of a Chartered Accountant firm.

The ideal candidate should be well-organised, professional in communication, comfortable dealing with clients, and capable of independently coordinating multiple activities while ensuring that work moves smoothly across the firm.

Key ResponsibilitiesClient Communication & Coordination

- Act as a primary point of contact for clients for routine communication and follow-ups.
- Coordinate with clients for collection of financial statements, documents, information, confirmations, and other requirements.
- Follow up with clients for pending documents, approvals, payments, signatures, and statutory compliance requirements.
- Schedule client meetings, calls, discussions, and appointments.
- Maintain professional and timely communication through email, phone, and messaging platforms.
- Ensure client requests and queries are appropriately communicated to the concerned team members.
- Maintain proper records of client communication and follow-up status.

Office & Firm Operations

- Manage day-to-day administrative operations of the CA firm.
- Coordinate internally with Chartered Accountants, article assistants, accountants, and other team members.
- Maintain work trackers, task lists, client databases, and status reports.




- Monitor deadlines and follow up with team members and clients to ensure timely completion of assignments.
- Assist in coordinating statutory and regulatory compliance-related activities handled by the firm.
- Maintain proper filing and organisation of physical and digital documents.
- Coordinate with vendors, service providers, courier agencies, and other external parties.
- Assist with office procurement, stationery, subscriptions, and general administrative requirements.

CA Firm Related Activities

- Coordinate documentation and information required for audits, taxation, GST, ROC/MCA, valuation, and other professional assignments.
- Assist in maintaining client records, engagement documentation, KYC documents, and other firm records.
- Coordinate signing, execution, and submission of documents wherever required.
- Assist in preparing basic MIS, follow-up reports, and management updates.
- Support the partners and senior team members in administrative and operational matters.
- Ensure confidentiality and proper handling of sensitive client and financial information.

Required Skills & Qualifications

- 3–5 years of relevant experience in administration, operations, client coordination, or a professional services environment.
- Prior experience in a Chartered Accountant firm, accounting/tax firm, audit firm, consulting firm,



or similar professional services organisation will be preferred.
- Excellent verbal and written communication skills.
- Strong follow-up and coordination skills.
- Good working knowledge of basic softwares used in day to day business.
- Ability to maintain trackers, records, and documentation systematically.
- Strong organisational and time-management skills.
- Ability to handle multiple clients and tasks simultaneously.
- Professional attitude with good interpersonal skills.
- Ability to maintain strict confidentiality of client and firm information.

Preferred

- Experience in handling clients for a CA / audit / tax / consulting firm.
- Familiarity with GST, Income Tax, MCA/ROC, audit, accounting, and other compliance processes.
- Experience with accounting or practice-management software will be an advantage.
- Candidates who can independently manage administrative and coordination responsibilities will be preferred.

What We Offer

- Opportunity to work closely with Chartered Accountants and senior professionals.
- Exposure to multiple areas of professional services and client management.
- Professional and learning-oriented work environment.
- Opportunity to take ownership of firm operations and client coordination.

Ideal Candidate

We are looking for someone who is organised, dependable, proactive, and comfortable taking ownership. The person should be able to follow up effectively with clients and internal teams, keep track of multiple assignments and deadlines, and ensure that the day-to-day operations of the firm run smoothly.

Advantages:

- Adaptable schedule

Work Location: In person

📌 Office Administrator (India)
🏢 HRA
📍 India