23 Oct
|
Daftary MF Services
|
Gujarat
23 Oct
Daftary MF Services
Gujarat
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 achieve long-term financial goals. With over 30 years of industry experience, the firm has earned the trust of more than 300 families and manages assets exceeding ₹300 Crore through personalized guidance and enduring client relationships. The team provides structured, transparent services across investment planning, mutual funds, insurance solutions, retirement planning, tax planning, and goal-based financial planning.
Supported by professionals in finance and technology, Daftary MF Services emphasizes clarity, suitability, adherence to regulatory guidelines, and ethical practices. The firm combines domain expertise with technology-enabled systems to promote informed, disciplined financial decision-making aligned with clients’ objectives and risk profiles.
Role Description This is a full-time, on-site Accountant role based in Surendranagar. The Accountant will be responsible for maintaining accurate books of accounts, including recording daily financial transactions, preparing journal entries, and reconciling bank, ledger, and client accounts. Day-to-day activities include preparing financial statements and MIS reports, tracking receivables and payables, and supporting billing, invoicing, and expense management.
The role will involve coordinating with relationship managers on client-related accounting, assisting with tax-related calculations and compliance support, and ensuring records adhere to internal policies and applicable regulations. The Accountant will also help implement process improvements, maintain documentation for audits and reviews, and collaborate with the team to ensure timely, accurate financial information for decision-making.
Qualifications
- Candidates should possess strong core accounting skills, including ledger maintenance, journal entries, reconciliation, and preparation of basic financial statements.
- Candidates should possess proficiency with accounting software(Tally) and MS Excel, including working with spreadsheets.
- Candidates should possess knowledge of taxation and compliance fundamentals relevant to accounting, such as understanding of GST, TDS, and documentation requirements.
- Candidates should possess attention to detail, numerical accuracy and the ability to follow structured processes and maintain organized records.
- Candidates should possess effective communication and collaboration skills to work with internal teams and respond to client-related queries professionally.
- Relevant qualifications such as a Bachelor’s degree in Commerce.
- Prior experience in accounting.
- Ability to work in office in Surendranagar on a full-time basis and uphold ethical standards and confidentiality of financial information is required.
📌 Accountant (Gujarat)
🏢 Daftary MF Services
📍 Gujarat