Personal Accountant

5 days ago

Bhopal, Madhya Pradesh, India Peoples University Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Job Description Personal Accountant to Directors

**Position Title**: Personal Accountant

**Location**: Bhopal

**Employment Type**: Full-time

Role Overview

The Personal Accountant will be directly responsible for managing and overseeing the personal and family financial matters of the Directors. This includes personal investments, assets, taxation, expenditure monitoring, compliance with statutory requirements, and preparation of financial reports. The role demands the highest level of confidentiality, accuracy, and trustworthiness.

Key Responsibilities

  1. Personal Financial Management

  2. Maintain detailed accounts of the Directors' personal income, expenses, assets, and liabilities.

  3. Prepare monthly, quarterly, and annual personal financial statements and cash flow reports.

  4. Manage household budgets, staff salaries, and family-related expenditures.

  5. Investments & Wealth Management

  6. Track and monitor investments (stocks, bonds, mutual funds, real estate, fixed deposits, etc.).

  7. Prepare reports on portfolio performance and suggest adjustments as per market trends.

  8. Coordinate with investment advisors, banks, and wealth managers.

  9. Taxation & Compliance

  10. Prepare and file personal income tax returns of the Directors and family members.

  11. Ensure compliance with applicable tax laws and maintain all relevant documentation.

  12. Liaise with auditors, tax consultants, and regulatory bodies as needed.

  13. Asset & Property Management

  14. Maintain records of immovable properties, vehicles, jewelry, and other assets.

  15. Handle property-related payments such as EMIs, maintenance, insurance, and utility bills.

  16. Coordinate with real estate agents, property managers, and legal advisors for asset-related matters.

  17. Banking & Treasury Management

  18. Manage multiple personal bank accounts, loans, and credit facilities.

  19. Oversee all payments, receipts, and fund transfers on behalf of the Directors.

  20. Reconcile bank statements and ensure timely settlements.

  21. Confidentiality & Reporting

  22. Maintain strict confidentiality of all financial and personal information.

  23. Provide accurate, timely, and well-structured financial reports directly to the Directors.
  24. Ensure systematic record keeping and secure documentation of financial data.

Key Skills & Competencies

  • Strong knowledge of personal finance, taxation, and accounting principles.
  • Proficiency in accounting software (Tally, QuickBooks, or equivalent) and MS Excel.
  • Excellent analytical and problem-solving skills.
  • High level of integrity, trustworthiness, and discretion.
  • Strong organizational and multitasking abilities.
  • Ability to coordinate with banks, auditors, and external agencies.

Qualifications & Experience

  • Bachelor's / Master's degree in Commerce, Accounting, Finance, or related field.
  • Professional certification (CA / CMA / CPA) preferred.
  • 3+ years of experience in accounting, taxation, or wealth management.

Compensation & Benefits

  • Competitive salary (based on experience and qualifications).
  • Performance-linked incentives.
  • Additional perks as per company policy.

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