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Accounts Executive
3 weeks ago
An Accounts Executive in a Chartered Accountancy (CA) firm plays a crucial role in managing the financial details of clients and assisting them with various accounting and tax-related services. This position involves working closely with Chartered Accountants and other professionals to deliver tailored financial advice and services to clients ranging from small businesses to large corporations. Below is a detailed job description for an Accounts Executive at a CA firm:
**Key Responsibilities**:
- **Client Management**:
- Assist in managing a portfolio of clients and act as the first point of contact for client queries.
- Facilitate communication between clients and senior accountants, ensuring all client requirements are met efficiently.
- Prepare and present financial reports and statements to clients.
- **Accounting and Financial Processing**:
- Maintain and manage accurate accounting records for clients.
- Handle bookkeeping, including processing payments, receipts, and expenditures.
- Conduct reconciliation of bank statements and other financial accounts.
- Prepare financial statements like balance sheets, profit and loss accounts, and other reports as per statutory requirements.
- Understand legal implications of accounting entries.
- **Tax Preparation and Filing**:
- Assist in preparing and filing tax returns, including income tax, GST, and other relevant taxes.
- Ensure compliance with local, state, and federal government reporting requirements.
- Provide assistance during tax audits and respond to tax notices on behalf of clients.
- **Audit Assistance**:
- Provide support in auditing financial documents and procedures.
- Ensure adherence to financial regulations and compliance with accounting standards.
- Prepare audit files and facilitate smooth audits for clients by external auditors.
- **Financial Analysis and Planning**:
- Analyze financial data to identify trends, perform ratio analysis, and create forecasts.
- Help clients in budget preparation and financial planning.
- Provide insights and recommendations for financial performance improvement.
- **Regulatory Compliance**:
- Keep up-to-date with the latest financial and industry regulations.
- Ensure that all financial practices and records comply with set laws and standards.
- **Administrative Duties**:
- Maintain client confidentiality and manage sensitive information securely.
- Participate in regular team meetings to update on client statuses and discuss ongoing projects.
- Handle administrative tasks related to accounts such as filing, copying, and scanning documents.
Skills and Qualifications:
- Bachelor’s degree in Accounting, Finance & need experience in Charted Accountant Firm.
- Proven experience as an Accounts Executive or similar role, preferably in a CA firm or a financial services environment.
- Strong understanding of accounting principles and financial regulations.
- Proficiency in accounting software (e.g., Tally, QuickBooks, SAP).
- Excellent analytical, problem-solving, and decision-making skills.
- Strong communication and interpersonal skills.
- Ability to handle multiple client accounts and prioritize tasks.
- Detail-oriented and highly organized.
**Job Types**: Full-time, Permanent
Pay: ₹15,000.00 - ₹30,000.00 per month
**Education**:
- Bachelor's (preferred)
**Experience**:
- Taxation: 1 year (preferred)
- total work: 1 year (preferred)
**Language**:
- English & Hindi (preferred)
License/Certification:
- Tally (preferred)
Work Location: In person
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