Senior Finance / Accounts Manager - Manufacturing Job in Bangalore

Job Title: Senior Finance / Accounts Manager - Single Family Office

Location: Bangalore, India

Reporting To: CIO/Family Office Head

Type: Full-time | On-site

Experience: 3-5 years

Qualifications

• CA Inter / MBA/ M.Com / B.Com

• 3-5 years of experience in accounting, taxation, and compliance

• Hands-on with Tally ERP, GST, TDS, banking, and payment processing

About the Family Office

  We are a privately managed Single Family Office overseeing a diversified portfolio that includes rental-yielding real estate, Direct Equities, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs, and Global Investments.

Role Overview

We are seeking a dependable and detail-oriented Senior Finance & Accounts Manager to manage day-to-day accounting, tax compliance, vendor payments, and investment documentation. The role requires ownership of books across entities, ensuring all financial and compliance activities are accurate, timely, and well-documented.

Key Responsibilities

 Accounting & Bookkeeping (Tally ERP)

• Maintain books of accounts for Pvt Ltd companies and family members using Tally ERP

• Record all income, expenses, inter-entity transfers, and investment transactions accurately.

• Handle monthly bank, credit card, and inter-company reconciliations

• Prepare trial balances, P&L, and Balance Sheets for internal review

Tax & Statutory Compliance

• File monthly GST returns and manage GSTR-1 and GSTR-3B

• Handle quarterly TDS filing

• Track and pay advance taxes, support annual ITR coordination

• Liaise with external CA firms for audits and tax filings

• Coordinate with Company Secretary for ROC filings and statutory records

Payments & Expense Management

• Process vendor and service provider payments through online banking/offline channels
• Maintain expense tracker for recurring bills and subscriptions
• Ensure all disbursements are supported by proper invoices and approval trails

Investment Documentation & Onboarding

• Manage KYC, onboarding, and documentation for new investments in:
• Mutual Funds, PMS, AIFs, Equities, ETFs, Bonds
• Coordinate with fund managers, brokers, and platforms for: o Account opening forms, FATCA, CRS, POAs, nominee forms
• Maintain signed agreements, statements, and onboarding packs
• Ensure timely submission of LRS-related documents like Form A2 and 15CA/CB (with CA support)

Administrative Support & Record Keeping

• Maintain both digital and physical documentation for all entities
• Coordinate with the investment analyst or CIO for updates to Asset Vantage

  • Ensure audit readiness through organized, up-to-date records Candidate Profile

Qualifications

• CA Inter / MBA/ M.Com / B.Com

• 3-5 years of experience in accounting, taxation, and compliance

• Hands-on with Tally ERP, GST, TDS, banking, and payment processing

Preferred Experience

• Exposure to investment operations, HNI/family office environment
• Familiarity with onboarding processes for MFs, PMS, AIFs, equity, demat accounts

  • Working knowledge of Asset Vantage, Excel, and document management tools

Key Attributes

  • Trustworthy and discreet handling sensitive financial data

  • Detail-oriented with strong follow-through

• Good communicator able to coordinate with CA firms, wealth managers, and internal team • Independent, proactive, and able to manage multiple priorities

What We Offer

  • Opportunity to work in a lean, professional, and long-term family office setup

  • Diverse exposure to financial and investment operations

• Collaboration with experienced CIO and external advisors
• Competitive salary with performance-linked bonus

Sowmya

Samvith Technologies

  9844188855