Account Manager

5 days ago

Kolkata, West Bengal, India CenturyPly Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Overview

We are seeking a highly competent and detail-oriented Sr. Manager to manage and oversee the financial, legal, and administrative affairs of the family office. The ideal candidate will be a commerce graduate, Company Secretary, or semi-qualified Chartered Accountant with relevant experience in a similar role.

Key Responsibilities

  • Manage day-to-day operations of the family office, including accounting, investments, and compliance matters.
  • Oversee financial records, prepare reports, and ensure accurate documentation.
  • Handle tax-related matters in coordination with auditors and tax consultants.
  • Liaise with legal, banking, and investment partners on behalf of the family office.
  • Monitor investment portfolios and prepare periodic performance summaries.
  • Maintain confidentiality and ensure all transactions comply with statutory and regulatory requirements.
  • Manage property-related documentation, records, and payments.
  • Coordinate with various internal and external stakeholders for smooth operations.

Required Qualifications & Experience

  • Commerce Graduate / Company Secretary (CS) / Semi-qualified Chartered Accountant (CA).
  • Minimum 3 years of experience in a similar position, preferably within a family office, investment management firm, or corporate finance department.
  • Strong understanding of finance, compliance, taxation, and investment principles.
  • Excellent organizational, communication, and interpersonal skills.
  • High level of integrity, confidentiality, and discretion.

Key Skills

  • Financial Planning & Reporting
  • Compliance & Regulatory Knowledge
  • Taxation & Audit Coordination
  • Investment Monitoring
  • Documentation & Record-Keeping
  • Stakeholder Management

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