Job Summary

nThe 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.

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nThe 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.

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n1. Client Account Management

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- Manage accounting and financial activities for assigned clients.
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- Understand each client's business model, accounting processes and financial requirements.
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- Act as the primary finance/accounting point of contact for clients.
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- Coordinate regularly with business owners, management teams and client finance personnel.
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- Identify accounting gaps, process issues and areas requiring improvement.
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- Ensure timely completion of client deliverables.
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n2. Bookkeeping & Accounting

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- Manage day-to-day bookkeeping and accounting activities for clients.
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- Record and review financial transactions accurately.
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- Maintain general ledger and supporting schedules.
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- Perform bank, customer and vendor reconciliations.
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- Manage Accounts Receivable and Accounts Payable activities.
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- Review invoices, expenses, payments and receipts.
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- Assist in maintaining proper accounting documentation and records.
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- Ensure books are updated and reconciled on a regular basis.
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n3. Financial Reporting & MIS

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- Prepare and review Profit & Loss Account, Balance Sheet and Cash Flow statements.
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- Prepare periodic MIS and management reports.
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- Analyse financial performance and identify significant variances.
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- Provide meaningful financial information to clients for decision-making.
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- Assist in budgeting, forecasting and financial planning.
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- Highlight potential financial risks and opportunities to management.
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n4. Client Visits & On-Site Accounting Support

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- Visit client offices as required based on business requirements.
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- Understand client accounting processes and review financial records at their premises.
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- Work directly with client teams to resolve accounting issues.
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- Assist clients with implementation or improvement of accounting processes.
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- Conduct accounting health checks and identify gaps in financial controls.
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- Build strong professional relationships with client management.
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n5. Audit Support

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- Coordinate with clients and auditors for statutory, tax and internal audit requirements.
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- Prepare audit schedules, reconciliations and supporting documentation.
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- Assist in responding to audit queries.
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- Track audit observations and coordinate closure of open items.
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- Ensure financial records are audit-ready.
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- Support statutory, internal, tax and other audit assignments as required.
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n6. Taxation & Compliance Support

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- Coordinate with internal/external tax teams for GST, Income Tax and other applicable compliances.
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- Assist with preparation of information and documentation for tax filings.
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- Support tax assessments, notices and related documentation where required.
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- Ensure accounting records support applicable tax and regulatory requirements.
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- Assist in tax planning and financial compliance activities.
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n7. Financial Controls & Process Improvement

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- Review existing accounting processes and recommend improvements.
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- Assist in designing and implementing accounting SOPs.
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- Strengthen internal financial controls and documentation.
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- Identify process inefficiencies, accounting errors and control gaps.
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- Help clients improve the quality and reliability of their financial information.
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n8. Business & Financial Advisory

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- Understand client financial performance and business challenges.
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- Provide practical accounting and financial inputs to business owners.
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- Support budgeting,



forecasting and cash-flow planning.
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- Assist with financial analysis and business performance reviews.
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- Contribute to Virtual CFO and business advisory assignments where required.
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n9. Team & Stakeholder Coordination

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

nMandatory

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

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

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

nBooks of Accounts → Client Discussions → Financial Analysis → Audit Support → Compliance → MIS → Business Advisory

nThe 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