Senior Financial Advisor

6 days ago


Vizag, Andhra Pradesh, India beBeeCharteredAccountant Full time ₹ 12,00,000 - ₹ 15,00,000

Job Title: Chartered Accountant

We seek a highly skilled and experienced professional to handle compliance and advisory services related to Accounting, TDS, GST, Income Tax, and ROC matters for diverse clients.

Key Responsibilities:

  1. Review of financial data entry in accounting software - TallyPrime for various companies, partnership firms, individuals
  2. Preparation of MIS reports as per client requirements
  3. Analysis of financial data and generation of reports for inventory, cash flows, monthly/quarterly profitability statements etc.
  4. Preparation of annual financial statements for individuals/firms and reconciliation with banks, GST records etc.
  5. Preparation of annual financial statements for companies as per Companies Act requirements, coordination with auditors and ensuring the completion of audit
  6. Coordination with banks and management of payments/receipts in various entities
  7. Compliances Management:
  8. TDS Compliances: Preparation of tax calculations, challans, payments and preparation and filing of TDS returns
  9. GST Compliances: Preparation of calculations and payment of taxes, verification of invoices to avail input credit and filing multiple returns as per due dates
  10. Income Tax Returns: Preparation and filing of ITRs for individuals, firms, trust and companies.
  11. Income Tax Forms: Preparation of Form 15CA, 15CB, Tax audit forms, Transfer Pricing forms etc.
  12. Secretarial compliances: Preparation of Minutes for Board Meetings, EGM and AGM, periodic ROC filings, maintaining statutory records
  13. Conducting financial due diligence and its preparatory work
  14. Advising clients on tax issues on international payments, tax structuring, import and export of products, secretarial and corporate issues, etc.
  15. Preparing responses to assessment notices, show cause notices, orders etc. and representations before the tax authorities.

Requirements:

  • Qualified Chartered Accountant, with 2 to 4 years of relevant post-qualification experience in similar profile
  • Ability to manage multiple assignments independently
  • Strong accounting knowledge and analysis skills
  • Good communication and presentation skills
  • Experienced hand with MS-Word, MS-Excel and MS-PowerPoint is a prerequisite
  • Strong knowledge of TallyPrime and Computax (or other accounting / tax software)
  • Staying updated with latest changes in Company Law, Income Tax Law, GST Law

  • Financial Advisor

    2 weeks ago


    Vizag, Andhra Pradesh, India HDFC Sales Private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionHDFC Sales Private Limited, a subsidiary of HDFC Bank Ltd, is designed to offer doorstep service to prospective clients of the HDFC group. Specializing in financial management solutions for individuals, the company provides a range of products such as Home Loans, Life Insurance, and General Insurance. HDFC Sales is dedicated to assisting...


  • Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    Financial Advisor OpportunityWe are seeking a skilled and experienced Financial Advisor to join our Wealth Advisory team.The role involves trading, order execution, high net worth (HNI) client handling, and cross-selling of wealth and investment products.The right candidate should have hands-on experience in terminal handling, equity and derivative trading,...


  • Vizag, Andhra Pradesh, India beBeeFinancialAdvisor Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Senior Relationship Manager PositionWe are seeking a skilled and experienced Senior Relationship Manager to serve as a trusted advisor to our clients in the fintech industry.The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,60,00,000

    Senior Financial Planner RoleWe are seeking an experienced Certified Financial Planner (CFP) with a proven track record in relationship management to serve as a trusted advisor for affluent/high-net-worth clients.Key Responsibilities:Client Relationship Management:Develop and maintain strong, trust-based relationships with clients by providing personalized...

  • Senior Advisor

    7 days ago


    Vizag, Andhra Pradesh, India beBeeAdvisor Full time ₹ 60,00,000 - ₹ 80,00,000

    Are you seeking a challenging role in advisory services? We have an exciting opportunity for a Senior Advisor to join our team.We are a leading provider of Accounting, Tax Advisory and Financial Services. Our unique model delivers tailored solutions that mitigate risks while optimizing performance.Our team of experts provides specialized accounting, tax,...


  • Vizag, Andhra Pradesh, India beBeeFinance Full time ₹ 8,00,000 - ₹ 20,00,000

    Job DescriptionThe Associate role is a key position in our team, requiring strong analytical and communication skills.Financial Planning: Assist with creating financial plans and strategies for clients.Market Research: Conduct research to stay up-to-date on market trends and client needs.Financial Reports: Prepare accurate and detailed financial reports for...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Title: Senior Financial AnalystAbout this Role:We are seeking a seasoned financial expert with extensive experience in finance, accounting and SAP-enabled transformation to lead our European operations.Main Responsibilities:Financial Planning: Develop and implement accurate financial plans, forecasts, and budgets that align with business...


  • Vizag, Andhra Pradesh, India beBeefinancial Full time ₹ 19,50,000 - ₹ 26,25,000

    Job Title:Career Opportunity: Senior Financial Operations ManagerTotal Experience: 6-10 yearsQualifications: Chartered Accountant (CA)/Certified Public Accountant (CPA)Job Description:We are seeking an experienced financial professional to oversee operational efficiency, financial reporting and compliance across our global organization.The ideal candidate...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job OpportunityWe are a leading consulting firm that delivers strategic financial solutions to businesses across various sectors. Our team of experienced professionals provides insightful advice, fostering innovation, and helping clients navigate complex financial landscapes.As a Chartered Accountant, you will lead client-facing consulting engagements,...


  • Vizag, Andhra Pradesh, India beBeeFinance Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Overview:We are seeking a detail-oriented and analytical finance professional to manage financial planning, MIS reporting, fundraising support, and investor presentations at both project and group levels.The role requires a strong foundation in financial modelling, fund-raising documentation, and compliance, along with the ability to prepare and present...