About the RoleWe are looking for a proactive and organised professional to work closely with the Founder of a Chartered Accountancy firm. The role involves managing day-to-day accounting activities, client coordination, business operations, internal team follow-ups and administrative responsibilities.
The candidate will act as a key coordination point between the Founder, clients and internal teams, ensuring smooth execution of business and operational activities.
Key Responsibilities1. Accounts & Finance
- Manage day-to-day accounting and bookkeeping activities.
- Handle billing, invoicing and payment follow-ups with clients.
- Assist with bank and credit card reconciliations.
- Monitor receivables, payables and routine financial transactions.
- Assist in preparation of MIS and financial reports.
2. Client Management & Coordination
- Coordinate current client onboarding and documentation.
- Prepare and share engagement letters, agreements and proposals.
- Follow up with clients for pending information, documents and payments.
- Maintain client records and engagement trackers.
3. Founder's Office & Business Operations
- Work directly with the Founder on day-to-day business activities.
- Coordinate with managers and team members to track deliverables.
- Maintain task trackers and ensure timely completion of assignments.
- Follow up on important internal and external commitments.
- Assist in preparing reports, presentations and business updates.
- Handle scheduling, meeting coordination and other administrative tasks.
4. Compliance & Team Coordination
- Assist in tracking GST, TDS, PF, ESI and other compliance-related activities.
- Coordinate with the accounts and compliance teams.
- Monitor pending tasks, deadlines and client deliverables.
- Support process improvement and operational efficiency.
Required Skills & Qualifications
- Graduate in Commerce (B.Com preferred).
- 2–4 years of experience in accounting, finance, administration or operations.
- Positive understanding of accounting and basic GST/TDS concepts.
- Working knowledge of MS Excel and Google Sheets.
- Good communication and client coordination skills.
- Strong organisational skills and attention to detail.
- Ability to independently manage multiple tasks and follow-ups.
- Proactive attitude, ownership and willingness to work closely with the Founder.
Preferred Candidate ProfileWe are looking for someone who is dependable, detail-oriented and comfortable taking ownership of responsibilities. The candidate should be able to coordinate across teams, manage routine financial activities and ensure that important tasks do not fall through the cracks.
- Immediate joiners will be preferred.