Family Accountant

OpenHire · Mumbai, India

Family Accountant

Location: Nariman Point, Mumbai

Experience: 4–7 years

Salary: ₹50,000 per month (fixed, negotiable for the right profile)

About the Job

We are looking for a sharp, dependable, and discreet Family Accountant to manage the financial affairs of a private family. This is a hands-on role covering personal income tax, investment tracking, household payments, and day-to-day financial administration. The ideal candidate should be tech-savvy, detail-oriented, and comfortable handling sensitive financial information with a high degree of confidentiality and ownership.

Key Responsibilities

• Manage and reconcile personal bank accounts, credit cards, and cash flows.
• Handle personal payments including utility bills, vendor payments, staff salaries, subscriptions, and recurring household expenses.
• Prepare and file personal income tax returns (ITR) and track advance tax, TDS credits, Form 26AS/AIS reconciliation, and tax planning opportunities.
• Track and consolidate investment portfolios, including equity holdings, mutual funds, demat accounts, capital gains, dividends, and portfolio performance.
• Track real estate holdings, rental income, property tax, lease renewals, and related documentation.
• Maintain personal balance sheets and monthly cash flow statements.
• Liaise with CAs, tax consultants, wealth managers, and bankers on filings, audits, and investment documentation.
• Maintain organised digital records of receipts, invoices, contracts, and financial statements.
• Proactively track tax-saving opportunities, investment renewals, maturity dates, and compliance deadlines.
• Support insurance renewals, loan documentation, EMI tracking, and other financial administration requirements.

Requirements

• 4–7 years of experience in personal/family accounting, taxation, wealth advisory, or a related finance role.
• Working knowledge of Indian personal income tax law, including slabs, deductions, capital gains, and filing requirements.
• CA-Inter, M.Com, or equivalent qualification is a strong plus but not mandatory with relevant experience.
• Hands-on exposure to equity markets and mutual fund investments, with the ability to understand portfolio statements.
• Working knowledge of property-related finances, including rental yield, property tax, capital gains, and basic documentation.
• Proficiency in Excel/Google Sheets, Tally or similar bookkeeping tools, and online banking/payment platforms.
• Strong attention to detail and ability to manage financial deadlines accurately.
• Absolute discretion and trustworthiness when handling sensitive financial information.
• Proactive, well-organised, and comfortable working independently.
• Good communication skills and the ability to coordinate with family members and external advisors.

Additional Details

• Working Days: Monday to Saturday
• Work Mode: In-office
• Age Bracket: 28–32 years
• Reporting To: Principal / Family Head
• Employment Type: Full-time, long-term position