Job Title:Personal Secretary

Key Responsibilities:
1. Diary and Calendar Management:
- Manage the schedules of partners or senior accountants, organizing meetings, client appointments, and deadlines.
- Monitor and prioritize tasks, rescheduling appointments when needed and ensuring meetings run on time.
- Remind the team of important dates, tax filing deadlines, audits, and other time-sensitive obligations.

2. Communication and Correspondence:
- Draft, proofread, and format correspondence, letters, and reports.
- Liaise with clients, tax authorities, vendors, and other stakeholders as required.

3. Document Management:
- Maintain organized electronic and physical filing systems for confidential documents, including tax filings, audit reports, financial statements, and client agreements.
- Prepare and format financial reports, invoices, and tax returns as required by the accountants.
- Assist in gathering documentation and financial information from clients for audits or tax returns.

4. Client Interaction and Relationship Management:
- Schedule client meetings, audits,



and reviews, ensuring the CA has all necessary materials and information.
- Handle client inquiries, ensuring prompt follow-up on requests and maintaining valuable client relations.
- Prepare agendas, presentations, and meeting minutes as necessary.

5. Travel Arrangements:
- Organize and coordinate travel arrangements for partners, including booking flights, accommodation, and ground transportation.
- Prepare detailed itineraries for business trips or client visits.

6. Administrative and Office Support:
- Manage office supplies and handle procurement needs.
- Assist with the preparation of documents for client billing and expense reporting.
- Oversee day-to-day office operations, ensuring the office runs efficiently.

7. Financial and Billing Support:
- Support in the preparation of invoices, processing of client payments, and management of expense reports.
- Handle routine banking tasks like deposits

📌 Personal Assistant (Ahmedabad)
🏢 Qualitas Accountants
📍 Ahmedabad