Finance Account Specialist

1 week ago


New Delhi, India Fairgrowth Management Consultants Pvt. Ltd. Full time

Our client, a listed real estate developer, is searching for a ManagerPersonal Accounts, Taxation and Wealth Managementrole inAndheri, Mumbai Reporting To: Family Principal / Family Office HeadWe are seeking a highly experienced and trustworthy professional to manage the complete financial portfolio of anUltra High Net Worth Individual (UHNI) family.The role involves overseeing personal accounting, taxation, investments, and wealth management with the utmost confidentiality, precision, and compliance.CTC Offered for the role is 30-35 Lacs per annum maxRole & responsibilitiesPersonal Accounting & Finance Manage and maintain personal and family accounts, ledgers, and reconciliations. Prepare monthly financial summaries and cash flow reports. Handle banking operations, fund transfers, and payment schedules.Taxation & Compliance Coordinate with external Chartered Accountants and tax advisors for timely filing of ITRs (individual, HUF, trusts, etc.). Ensure compliance with Income Tax, FEMA, and other financial regulations. Maintain documentation for audits, assessments, and property-related transactions.Wealth & Investment Management Track and review the familys investment portfolios (mutual funds, equities, real estate, insurance, etc.). Liaise with wealth managers, advisors, and financial institutions for periodic reviews. Monitor asset performance and provide recommendations for optimization.Property & Asset Oversight Maintain a consolidated record of all family assets and liabilities. Manage rental income, property documentation, and renewals. Coordinate with legal, valuation, and property management professionals.Confidential Administration Prepare MIS reports and financial dashboards for the familys internal review. Maintain utmost confidentiality in handling financial and personal information.Preferred candidate profile Qualification: Chartered Accountant (CA), MBA (Finance), or Certified Financial Planner (CFP). Experience: 7 to 15 years managingpersonal/family accounts, UHNI portfolios, or private banking operations. Strong knowledge of taxation, investments, compliance, and accounting systems. Proficient in Tally, MS Excel, and digital accounting tools. Excellent communication, discretion, and organizational abilitiesPerks and benefits Alternate Saturday's would be offIf you areactively considering new opportunities, kindly forward yourupdated resumefor evaluation and shortlisting.Regards, Deepak M: 98676 96869 E: deepak@fairgrowthindia.com



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