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    Account Executive Personal Accounting - Mumbai, India - Jewelex India Pvt Ltd

    Jewelex India Pvt Ltd
    Jewelex India Pvt Ltd Mumbai, India

    4 days ago

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    Description

    Overview

    The AccountExecutive (Personal Accounting) is a crucial role within ourorganization responsible for managing the financial needs ofhighnetworth individuals and providing personalized accountingservices. This role plays a key part in maintaining strong clientrelationships ensuring the accurate and timely reporting offinancial information and delivering expert financial advice. As anAccount Executive (Personal Accounting) you will have theopportunity to make a significant impact on the financial wellbeingof our clients and contribute to the continued growth and successof our firm.

    Keyresponsibilities

    • Develop and maintainrelationships with highnetworth individuals to understand theirfinancial needs and provide personalized accountingsolutions.
    • Conduct comprehensive financialanalysis and create customized financial plans to assist clients inreaching their financial goals.
    • Prepare andreview complex tax returns for individuals ensuring compliance withall relevant regulations and identifying opportunities for taxoptimization.
    • Oversee the accurate and timelypreparation of financial reports including income statementsbalance sheets and cash flowstatements.
    • Provide expert financial advice toclients covering areas such as investment strategies estateplanning and retirement planning.
    • Collaboratewith internal teams including tax specialists and wealth managementprofessionals to address client needsholistically.
    • Proactively identifyopportunities to expand business with existing clients throughupselling and crossselling of services.
    • Stayabreast of industry trends and changes in tax laws to ensureclients receive the most current and effective financialguidance.
    • Handle client inquiries and concernsin a professional and timely manner maintaining high levels ofclient satisfaction.
    • Participate in networkingand business development activities to generate new leads andexpand the client base.
    • Contribute to thedevelopment of marketing materials and strategies to support thepromotion of personal accountingservices.
    • Adhere to all relevant professionaland ethical standards in the delivery of services toclients.
    • Maintain accurate and uptodate clientrecords and documentation in accordance with regulatoryrequirements.
    • Collaborate with the team toachieve departmental and organizational goals actively contributingto a positive and dynamic workenvironment.

    Requiredqualifications

    • Bachelors degree inAccounting Finance Business Administration or a relatedfield.
    • Proven experience in personal accountingmanaging the financial affairs of highnetworthindividuals.
    • Professional certification such asCPA (Certified Public Accountant) or CFP (Certified FinancialPlanner) is highly desirable.
    • Demonstratedexpertise in financial analysis tax preparation and financialreporting.
    • Strong understanding of investmentstrategies estate planning and retirementplanning.
    • Excellent interpersonal andcommunication skills with the ability to build and maintain strongclient relationships.
    • Ability to thrive in afastpaced dynamic work environment managing multiple clientengagements simultaneously.
    • Proficiency inaccounting software and financial management systems with a highlevel of accuracy and attention todetail.
    • Sound knowledge of tax regulations andcompliance requirements relevant to personalaccounting.
    • Proactive and selfmotivatedapproach to identifying and addressing client needseffectively.
    • Ability to work collaboratively ina team environment contributing to a positive and supportiveworkplace culture.
    • High ethical standards andcommitment to maintaining client confidentiality andtrust.
    • Proficiency in Microsoft Office suiteincluding advanced skills in Excel and financialmodeling.
    • Ability to adapt to changes in theregulatory and business environment continuously updating skillsand knowledge.
    • Strong organizational and timemanagement skills with the ability to prioritize taskseffectively.

    financialanalysis,account management,tax preparation,financialreporting

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