Account Executive

Job Summary

We are looking for a proactive Account Executive to handle accounting, taxation, statutory compliance, financial reporting, and client coordination for multiple clients. The candidate will be responsible for maintaining accurate books of accounts, assisting in tax return preparation and compliance, performing reconciliations, and supporting the firm's advisory and consulting assignments.

The role requires accounting fundamentals, practical knowledge of taxation and compliance, proficiency in accounting software and MS Excel, and the ability to manage multiple client assignments within prescribed deadlines.

Key Responsibilities

A. Accounting & Bookkeeping

Maintain books of accounts for multiple clients, including journal entries, purchase, sales, receipts, payments, and ledger accounting.

Perform bank reconciliation, vendor/customer ledger reconciliation, and balance confirmations.

Review accounting records and identify discrepancies, missing documents, and unusual transactions.

Prepare trial balances, schedules, and supporting documents for financial statements.

Assist in monthly, quarterly, and year-end closing activities.

B. Direct Taxation

Assist in preparation and filing of Income Tax Returns for individuals, firms, LLPs, and companies.

Prepare computations of taxable income and tax liability.

Assist in advance tax calculations, tax payment tracking, and TDS compliance.

Prepare and reconcile TDS data, including Form 26AS, AIS, and TIS, wherever applicable.

Assist in preparing tax audit information, supporting schedules, and related documentation.

Track statutory due dates and maintain client-wise compliance records.

C. GST & Indirect Taxation

Prepare and assist in filing GST returns, including GSTR-1 and GSTR-3B.

Reconcile purchase registers with GSTR-2B and identify ITC differences.

Reconcile sales data, books of accounts, and GST returns.

Assist in GST registrations, amendments, refund documentation, and other GST-related work.

Prepare data and supporting documents for GST audits, departmental notices, and assessments under senior supervision.

D. Client Coordination & Compliance Management

Coordinate with clients for collection of accounting data, invoices, bank statements, and other documents.

Maintain client-wise work trackers, compliance calendars, and pending-document lists.

Follow up on outstanding information and ensure timely completion of assignments.

Communicate routine compliance requirements and status updates to clients.

Maintain confidentiality of client financial information and ensure proper documentation.

F. Software & Process Improvement

Work on Tally Prime, Excel, and other accounting or compliance software.

Maintain organised digital records and working papers.

Use standardised templates and checklists to improve accuracy and turnaround time.

Assist in implementing automation and technology-enabled accounting and compliance processes.

Required Skills & Competencies

Strong understanding of accounting principles and bookkeeping.

Practical knowledge of Income Tax, GST, and TDS compliance.

Proficiency in MS Excel

Working knowledge of Tally Prime and familiarity with the Income Tax and GST portals.

Good analytical, numerical, and problem-solving skills.

Ability to handle multiple client assignments and meet deadlines.

Good written communication, client coordination, and documentation skills.

High degree of accuracy, accountability, and professional ethics.

Qualification & Experience

B.Com / M.Com / ICWA(ICMA) Inter/ ICWA(ICMA)/ CA Inter or equivalent qualification.

0-2 years of relevant experience in a CA firm, tax consultancy, accounting firm, or finance consulting organisation.

Key Performance Indicators (KPIs)

Timely completion of assigned client work and statutory compliance.

Accuracy of accounting entries, tax computations, returns, and reconciliations.

Number of pending assignments and overdue client deliverables.

Timely collection of client data and resolution of discrepancies.

Quality of working papers and documentation.

Reduction in errors, rework, and missed deadlines.

Effective utilisation of standardised templates and AI automation tools.

Reporting & Responsibilities

The Account Executive will report to the Manager / Senior Consultant and will be responsible for independently executing assigned work, maintaining client-wise records.

Pay

₹10,000.00 - ₹25,000.00 per month

Work Location

In person