Chartered Accountant

HYREASY CONSULTANCY · India

Job Summary

The selected candidate will be responsible for managing the accounting and financial requirements of multiple clients. The role involves a combination of office-based accounting, client coordination and regular visits to client locations.

The candidate will act as a key finance point of contact for assigned clients, understand their business and accounting requirements, maintain accurate books of accounts, support audits and compliances, and provide practical financial inputs wherever required.

1. Client Account Management

• Manage accounting and financial activities for assigned clients.
• Understand each client's business model, accounting processes and financial requirements.
• Act as the primary finance/accounting point of contact for clients.
• Coordinate regularly with business owners, management teams and client finance personnel.
• Identify accounting gaps, process issues and areas requiring improvement.
• Ensure timely completion of client deliverables.

2. Bookkeeping & Accounting

• Manage day-to-day bookkeeping and accounting activities for clients.
• Record and review financial transactions accurately.
• Maintain general ledger and supporting schedules.
• Perform bank, customer and vendor reconciliations.
• Manage Accounts Receivable and Accounts Payable activities.
• Review invoices, expenses, payments and receipts.
• Assist in maintaining proper accounting documentation and records.
• Ensure books are updated and reconciled on a regular basis.

3. Financial Reporting & MIS

• Prepare and review Profit & Loss Account, Balance Sheet and Cash Flow statements.
• Prepare periodic MIS and management reports.
• Analyse financial performance and identify significant variances.
• Provide meaningful financial information to clients for decision-making.
• Assist in budgeting, forecasting and financial planning.
• Highlight potential financial risks and opportunities to management.

4. Client Visits & On-Site Accounting Support

• Visit client offices as required based on business requirements.
• Understand client accounting processes and review financial records at their premises.
• Work directly with client teams to resolve accounting issues.
• Assist clients with implementation or improvement of accounting processes.
• Conduct accounting health checks and identify gaps in financial controls.
• Build strong professional relationships with client management.

5. Audit Support

• Coordinate with clients and auditors for statutory, tax and internal audit requirements.
• Prepare audit schedules, reconciliations and supporting documentation.
• Assist in responding to audit queries.
• Track audit observations and coordinate closure of open items.
• Ensure financial records are audit-ready.
• Support statutory, internal, tax and other audit assignments as required.

6. Taxation & Compliance Support

• Coordinate with internal/external tax teams for GST, Income Tax and other applicable compliances.
• Assist with preparation of information and documentation for tax filings.
• Support tax assessments, notices and related documentation where required.
• Ensure accounting records support applicable tax and regulatory requirements.
• Assist in tax planning and financial compliance activities.

7. Financial Controls & Process Improvement

• Review existing accounting processes and recommend improvements.
• Assist in designing and implementing accounting SOPs.
• Strengthen internal financial controls and documentation.
• Identify process inefficiencies, accounting errors and control gaps.
• Help clients improve the quality and reliability of their financial information.

8. Business & Financial Advisory

• Understand client financial performance and business challenges.
• Provide practical accounting and financial inputs to business owners.
• Support budgeting, forecasting and cash-flow planning.
• Assist with financial analysis and business performance reviews.
• Contribute to Virtual CFO and business advisory assignments where required.

9. Team & Stakeholder Coordination

• Coordinate with accountants, auditors, tax professionals, CS, legal professionals and other internal/external stakeholders.
• Review work performed by accounting team members where applicable.
• Ensure client deliverables are completed accurately and within agreed timelines.
• Escalate critical accounting, compliance or client issues to senior management.

Candidate Profile

Mandatory

• Qualified Chartered Accountant (CA).
• Strong knowledge of accounting and financial reporting.
• Good understanding of bookkeeping and reconciliations.
• Strong Excel and MS Office skills.
• Good communication and client-handling skills.
• Ability to work independently and take ownership of client assignments.
• Willingness to visit client locations when required.
• Strong analytical and problem-solving skills.
• Professional attitude and attention to detail.

Preferred

• Experience in a CA Consultancy firm, accounting outsourcing firm, Virtual CFO environment or financial advisory firm.
• Experience managing multiple client accounts.
• Exposure to statutory/internal/tax audit support.
• Knowledge of GST and Income Tax compliance.
• Experience with accounting software such as Tally, Zoho Books, QuickBooks, SAP or similar platforms.
• Experience in preparing MIS, financial statements and management reports.
• Experience working with startups, SMEs or growing businesses.

What We Are Looking For

We are looking for someone who is not just an accountant but can take ownership of a client's finance function.

Books of Accounts → Client Discussions → Financial Analysis → Audit Support → Compliance → MIS → Business Advisory

The candidate should have a hands-on, client-first approach and be comfortable understanding the practical financial challenges faced by business owners.