Job Title:

Account Executive – Personal Accounting & Taxation

Job Summary:

We are looking for a detail-oriented Account Executive to manage personal financial records, handle day-to-day bookkeeping, and support financial planning for an individual or family. The role involves maintaining accurate records of income, expenses, investments, and ensuring timely bill payments and tax compliance.

Key Responsibilities:
Maintain complete records of personal income, expenses, and investments
Track daily financial transactions and update ledgers
Manage bill payments (utilities, rent, EMIs, subscriptions, etc.)
Perform bank and credit card reconciliations regularly
Interaction with Banker for day to day transactions
Monitor cash flow and prepare monthly expense reports
Assist in personal budgeting and savings planning
Maintain and coordinate for records of assets, liabilities, and investments (FDs, mutual funds, stocks, etc.) and queries related.
Coordinate with CA for income tax filing and documentation




Ensure timely payment of taxes and statutory dues
Organize and securely maintain financial documents and records
Provide periodic financial summaries and insights

Required Skills:
Robust understanding of basic accounting and bookkeeping
Proficiency in Excel (mandatory) and accounting tools (like Tally or Zoho Books)
High attention to detail and confidentiality
Valuable organizational and time management skills
Basic knowledge of Income Tax, TDS, etc.
Ability to handle sensitive personal financial data responsibly

Qualifications:
Bachelor’s degree in commerce / accounting / finance (B.Com preferred)
1–3 years of experience in accounting, bookkeeping, or personal finance management

Preferred Qualifications:
Experience managing HNI (High Net-Worth Individual) or family accounts
Familiarity with investments (mutual funds, stocks, insurance)

📌 Account Executive Mumbai (India)
🏢 Ajmera Realty u0026 Infra India
📍 India