- Maintain and manage the personal financial records of Directors.
- Track personal investments, expenses, bank accounts, and liabilities.
- Prepare monthly statements and financial summaries for Directors.
Trust Accounts Handling
- Maintain books of accounts for Trusts managed by the Directors.
- Record all receipts, payments, donations, and expenses.
- Ensure proper documentation and compliance with Trust regulations.
Balance Sheet Preparation
- Prepare annual and periodic Balance Sheets and financial statements.
- Maintain accurate ledgers, journals, and supporting documentation.
- Coordinate with auditors for finalization of financial statements.
Taxation & Compliance
- Handle Income Tax filing for Directors and Trusts.
- Ensure timely payment of advance tax and other statutory taxes.
- Maintain tax records and assist in responding to notices or assessments.
Banking & Reconciliation
- Monitor bank transactions and perform bank reconciliations.
- Coordinate with banks for account-related matters.
- Investment & Asset Tracking
- Maintain records of personal investments, fixed assets, and property details.
- Track returns, dividends, and interest income.
- Various Land agreements related documents to be check, follow up with concern person
- Working of lands like square mtr, bigha, Calculation of Interest, Long Term Capital Gains, Cost.
- Audit Support
- Provide necessary documents and reports during internal and statutory audits.