URGENT HIRING... Job role : Personal Accountant
Location:
Chandigarh Qualification : B.com Only 30k to 35k Job Title: Personal Accountant (HNI)
Location:
Chandigarh Employment Type: Full-Time Experience Required: 3–7 Years (Experience handling accounts and financial affairs of High-Net-Worth Individuals preferred) Job Summary We are seeking a highly organized, trustworthy, and detail-oriented Personal Accountant to manage the personal financial affairs of a High-Net-Worth Individual (HNI). The ideal candidate should possess strong accounting knowledge, excellent communication skills, and the ability to maintain complete confidentiality while handling sensitive financial information.
Key Responsibilities
- Maintain and reconcile personal books of accounts on a daily basis.
- Record and classify all financial transactions accurately.
- Manage bank reconciliations, cash flow statements, and fund tracking.
- Prepare monthly, quarterly, and annual financial reports.
- Coordinate with Chartered Accountants, bankers, investment advisors, and other financial professionals.
- Maintain records relating to investments, loans, insurance policies, fixed assets, and personal expenses.
- Assist in tax planning by maintaining accurate financial records and supporting documentation.
- Ensure timely payment of bills, statutory dues, and other financial obligations.
- Maintain proper documentation and filing of financial records, agreements, and supporting documents.
- Generate MIS reports and financial summaries as required.
- Handle confidential financial information with the highest level of integrity and discretion.
- Support budgeting, financial planning, and expense analysis. Required Skills & Qualifications
- Bachelor's degree in Commerce (B.
Com), Accounting, Finance,
or a related field.
- 3–7 years of relevant accounting experience, preferably managing accounts for High-Net-Worth Individuals (HNIs), promoters, business owners, or family offices.
- Robust conceptual understanding of accounting principles and financial reporting.
- Proficiency in Tally ERP/TallyPrime.
- Advanced working knowledge of Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, formulas, data analysis, reporting).
- Working knowledge of MS Word, Outlook, and other Microsoft Office applications.
- Excellent verbal and written communication skills.
- Strong analytical, organizational, and problem-solving abilities.
- High level of accuracy and attention to detail.
- Ability to work independently while managing multiple priorities.
- Absolute integrity, professionalism, and commitment to confidentiality. Preferred Qualifications
- Experience handling personal finances, investments, and wealth-related accounting for HNIs.
- Exposure to income tax documentation and coordination with auditors.
- Knowledge of GST and other statutory compliances will be an added advantage.
- Familiarity with digital banking platforms and financial management tools. Key Competencies
- Strong communication and interpersonal skills
- Conceptual clarity in accounting and finance
- Confidentiality and ethical conduct
- Attention to detail
- Time management and organizational skills
- Proactive approach and ownership mindset
- Ability to interact professionally with senior executives, bankers, and advisors Compensation Compensation will be commensurate with the candidate's qualifications, experience, and skills. Interested Candidate can share cv
[email protected] Pay: ₹30,000.00
- ₹35,000.00 per month Work
Location:
In person
📌 Personal Accountant (Chandigarh)
🏢 SR Group
📍 Chandigarh