Company Description Daftary MF Services LLP is a financial services firm focused on helping individuals, families, business owners, and HNI clients build secure futures and long-term wealth through informed financial planning. With over 30 years of industry experience, the firm has earned the trust of more than 300 families and manages assets exceeding ₹300 Crore. The team provides structured, transparent, and technology-enabled solutions across investment planning, mutual funds, insurance, retirement planning, tax planning, and goal-based financial planning.

Daftary MF Services emphasizes clarity, suitability, and regulatory adherence, supporting clients in understanding financial products and risks at different life stages. The firm is committed to disciplined planning, ethical practices, and responsible financial decision-making.

Role Description This is a full time, on-site Accountant role based in Surendranagar. The Accountant will handle day-to-day accounting operations, including recording financial transactions, maintaining general ledgers, preparing vouchers, and reconciling bank and investment accounts. The role involves preparing and reviewing financial statements, monitoring receivables and payables, and supporting tax-related documentation, including GST, TDS, and income tax compliance as applicable.





The Accountant will assist in maintaining accurate firm records, coordinating with internal teams to support reporting for financial planning, and ensuring adherence to relevant accounting standards and regulatory guidelines. The role also includes supporting audits, responding to basic financial queries, and contributing to the improvement of internal controls and processes.

Qualifications

- Knowledge of accounting principles, journal entries, ledger maintenance, and financial statement preparation.
- Experience with accounting software (Tally), MS Excel, and basic data management tools.
- Understanding of taxation and compliance areas such as GST, TDS, and income tax documentation.
- Attention to detail, accuracy in record-keeping, and ability to perform regular reconciliations.
- Good analytical and numerical skills with the ability to interpret financial data and support reporting.
- Effective communication skills and the ability to coordinate with internal teams and external stakeholders.
- Ability to work on-site in Surendranagar, manage time effectively, and handle multiple tasks responsibly.
- Preferred qualification: Bachelor’s degree in Commerce, Accounting, Finance, or a related field; relevant certifications or experience in financial services will be an advantage.

📌 Accountant (Surender Nagar)
🏢 Daftary MF Services
📍 Surender Nagar