Manager Accounts

We are looking for an ideal candidate for a tax consultancy firm. This job is only for those candidates who are currently working in any CA/ tax consulting firm & have exoerience of atleast 3 years working in a CA firm. please do not apply if you don't fulfill this requirement.

Role Task

Client Onboarding

• Explain our services, basic rules, and clear initial questions before bringing a client on board.
• Collect KYC documents, registration details, and financial information from new clients.
• Create client profiles in our accounting and compliance systems.
• Clearly share scope of work, timelines, and deliverables with clients.

Client Coordination & Data Collection

• Stay in touch with clients to collect data on time (e.g., invoices, vouchers, bank statements, payroll, and other records).
• Write professional emails to confirm discussions and request data.

Data Entry & Filings (GST, TDS, PF/ESI, Advance Tax)

• Record all accounting entries correctly and on time.
• File GST, TDS, PF/ESI, and Advance Tax returns before deadlines.
• Track compliance status and keep clients updated.
• Reconcile accounts and ensure tax credits/deductions are correct.
• Prepare reports (MIS), suggest ways to save tax, and guide clients on better tax planning.

Client Advisory

• Advise clients on tax, compliance, and financial planning.
• Answer client questions on taxation and finance quickly.
• Share updates on tax laws and opportunities for planning.

Final Accounts & Annual Compliances

• Prepare financial statements (P&L, Balance Sheet, Cash Flow) as per standards.
• Finalize accounts for audits and work with auditors.
• File Tax Audit Reports as required by law.
• Handle annual ROC filings (DIR-3 KYC, DPT-3, AOC-4, MGT-7/7A, etc.).
• Ensure all returns and reports are filed correctly and on time.
• Keep proper documentation for audits and inspections.

Client Invoicing & Revenue Tracking

• Raise invoices after work completion or milestones.
• Track invoices, collections, and pending payments.
• Follow up with clients politely for payments.
• Maintain revenue records and reconcile with accounts team.

Team Handling

• Supervise junior accountants and check their work for accuracy.
• Assign tasks, monitor progress, and ensure deadlines are met.
• Train team members to improve knowledge and compliance skills.
• Work with senior management to align team goals with firm objectives.

Competencies required for the role

1. Skills

2. Fluency in English (written & spoken)

3. Professional email and client communication skills
4. Rapport building & relationship management
5. Meeting & telephone etiquette
6. Strong organizational and documentation skills
7. Negotiation & persuasion skills
8. Data entry accuracy and attention to detail

9. Problem-solving and analytical thinking

10. Knowledge

11. Basics of Accounting & Bookkeeping

12. Direct & Indirect Taxes (GST, TDS, Advance Tax, PF/ESI)
13. ROC compliances & Company Law requirements
14. Financial reporting standards (P&L, Balance Sheet, Cash Flow)
15. Audit process and documentation
16. Tax optimization & planning strategies
17. Microsoft Excel, Word & PowerPoint
18. Accounting and compliance software tools (Tally/Zoho/QuickBooks, etc.)

19. MIS reporting & financial analysis

20. Self-Image

21. Client-focused professional

22. Trusted financial advisor
23. Compliance and accuracy champion
24. Proactive problem solver

25. Team player with leadership potential

26. Traits

27. Honest and reliable

28. Detail-oriented and thorough
29. Persistent and deadline-driven
30. Open to learning and adaptable
31. Hospitable and approachable

32. Confident yet empathetic communicator

33. Motives

34. Strong drive for personal and professional growth

35. Commitment to continuous learning
36. Desire to build long-term client relationships
37. Belief in a win–win philosophy with clients and team
38. Motivation to deliver value through compliance and tax efficiency

Job Types: Full-time, Permanent

Pay: ₹20, ₹45,000.00 per month

License/Certification:

• CA Inter (Required)

Work Location: In person