Finance & Accounts Executive

Finance & Accounts Executive

Qualifications: Chartered Accountant (CA)

Roles and Responsibilities:

1. Ensure timely compliance of statutory returns, including GST, TDS, and other tax-related filings.

2. Manage the company's income and expense accounts. Reconcile bank accounts and ensure all transactions are accurately recorded.

3. Prepare and review Management Information System (MIS) reports for management review.

4. Acting as an interface between the custodian and the company.

5. Sending monthly investment summary reports to clients.

6. Handling other accounts and finance-related tasks.

Preferred candidate profile:

1. Chartered Accountant (CA) qualification is mandatory.

2. Proficiency in accounting software (Tally) and MS Excel.

3. Analytical mindset with attention to detail and problem-solving abilities.

4. Ability to work independently and as part of a team.

5. Strong communication and interpersonal skills.

Prosperity Wealth Management is an Indian investment firm managing over INR 1.5 billion in assets under management. The company is registered as a Portfolio Manager with the Securities & Exchange Board of India.

https://www.pwm-india.com/