Job Summary The selected candidate will be responsible for managing the accounting and financial requirements of multiple clients. The role involves a combination of office-based accounting, client coordination and regular visits to client locations.

The candidate will act as a key finance point of contact for assigned clients, understand their business and accounting requirements, maintain accurate books of accounts, support audits and compliances, and provide practical financial inputs wherever required.

- Client Account Management

- Manage accounting and financial activities for assigned clients.
- Understand each client's business model, accounting processes and financial requirements.
- Act as the primary finance/accounting point of contact for clients.
- Coordinate regularly with business owners, management teams and client finance personnel.
- Identify accounting gaps, process issues and areas requiring improvement.
- Ensure timely completion of client deliverables.

2. Bookkeeping & Accounting
- Manage day-to-day bookkeeping and accounting activities for clients.
- Record and review financial transactions accurately.
- Maintain general ledger and supporting schedules.
- Perform bank, customer and vendor reconciliations.
- Manage Accounts Receivable and Accounts Payable activities.
- Review invoices, expenses, payments and receipts.
- Assist in maintaining proper accounting documentation and records.
- Ensure books are updated and reconciled on a regular basis.

3. Financial Reporting & MIS
- Prepare and review Profit & Loss Account, Balance Sheet and Cash Flow statements.
- Prepare periodic MIS and management reports.
- Analyse financial performance and identify significant variances.
- Provide meaningful financial information to clients for decision-making.
- Assist in budgeting, forecasting and financial planning.
- Highlight potential financial risks and opportunities to management.

4. Client Visits & On-Site Accounting Support
- Visit client offices as required based on business requirements.




- Understand client accounting processes and review financial records at their premises.
- Work directly with client teams to resolve accounting issues.
- Assist clients with implementation or improvement of accounting processes.
- Conduct accounting health checks and identify gaps in financial controls.
- Build strong skilled relationships with client management.

5. Audit Support
- Coordinate with clients and auditors for statutory, tax and internal audit requirements.
- Prepare audit schedules, reconciliations and supporting documentation.
- Assist in responding to audit queries.
- Track audit observations and coordinate closure of open items.
- Ensure financial records are audit-ready.
- Support statutory, internal, tax and other audit assignments as required.

6. Taxation & Compliance Support
- Coordinate with internal/external tax teams for GST, Income Tax and other applicable compliances.
- Assist with preparation of information and documentation for tax filings.
- Support tax assessments, notices and related documentation where required.
- Ensure accounting records support applicable tax and regulatory requirements.
- Assist in tax planning and financial compliance activities.

7. Financial Controls & Process Improvement
- Review existing accounting processes and recommend improvements.
- Assist in designing and implementing accounting SOPs.
- Strengthen internal financial controls and documentation.
- Identify process inefficiencies, accounting errors and control gaps.
- Help clients improve the quality and reliability of their financial information.

8. Business & Financial Advisory
- Understand client financial performance and business challenges.
- Provide practical accounting and financial inputs to business owners.
- Support budgeting,



forecasting and cash-flow planning.
- Assist with financial analysis and business performance reviews.
- Contribute to Virtual CFO and business advisory assignments where required.

9. Team & Stakeholder Coordination
- Coordinate with accountants, auditors, tax professionals, CS, legal professionals and other internal/external stakeholders.
- Review work performed by accounting team members where applicable.
- Ensure client deliverables are completed accurately and within agreed timelines.
- Escalate critical accounting, compliance or client issues to senior management.

Candidate Profile

Mandatory

- Qualified Chartered Accountant (CA).
- Strong knowledge of accounting and financial reporting.
- Good understanding of bookkeeping and reconciliations.
- Strong Excel and MS Office skills.
- Good communication and client-handling skills.
- Ability to work independently and take ownership of client assignments.
- Willingness to visit client locations when required.
- Strong analytical and problem-solving skills.
- Professional attitude and attention to detail.

Preferred
- Experience in a CA Consultancy firm, accounting outsourcing firm, Virtual CFO environment or financial advisory firm.
- Experience managing multiple client accounts.
- Exposure to statutory/internal/tax audit support.
- Knowledge of GST and Income Tax compliance.
- Experience with accounting software such as Tally, Zoho Books, QuickBooks, SAP or similar platforms.
- Experience in preparing MIS, financial statements and management reports.
- Experience working with startups, SMEs or growing businesses.

What We Are Looking For

We are looking for someone who is not just an accountant but can take ownership of a client's finance function.

Books of Accounts → Client Discussions → Financial Analysis → Audit Support → Compliance → MIS → Business Advisory The candidate should have a hands-on, client-first approach and be comfortable understanding the practical financial challenges faced by business owners.

📌 Chartered Accountant (Bengaluru)
🏢 HYREASY Consultancy
📍 Bengaluru