Bookkeeper & Accounting Specialist – (Remote)
Job Description – Accountant / Financial Manager (Full-Time, Remote)
Position Overview
We are seeking a highly skilled Accountant / Financial Manager to oversee our financial operations, maintain accurate records, and provide strategic financial oversight. This is a full-time, remote (Work from Home) position requiring an immediate joiner who can commit full-time.
As a stockbroker handling $10M+ in assets across 25+ active clients, we need a professional with strong integrity, precision, and deep expertise in financial accounting and taxation.
Key Responsibilities
Financial Operations
-
Manage assets, liabilities, and cash flow effectively.
-
Maintain and update accurate books of accounts.
-
Prepare monthly, quarterly, and annual financial statements and MIS reports.
Compliance & Reporting
-
Ensure timely compliance with tax regulations and statutory obligations.
-
Handle reconciliations (bank, brokerage accounts, investments).
-
Liaise with auditors, tax consultants, and regulators.
Financial Planning & Advisory
-
Provide insights into financial performance and portfolio health.
-
Support in budgeting, forecasting, and investment planning.
-
Recommend tax optimization and cost-control strategies.
Governance & Controls
-
Establish strong internal financial controls.
-
Safeguard confidential financial data with utmost integrity.
Ideal Candidate Profile
Education & Certification
-
Bachelor’s/Master’s degree in Accounting, Finance, or related field.
-
Professional certifications (CA, CPA, CFA, CMA) preferred.
Experience
-
Minimum 5+ years in accounting, auditing, or financial management.
-
Experience handling high-value portfolios or stock market accounts preferred.
-
Strong expertise in financial accounting and taxation.
Skills
-
Proficiency in accounting tools (Tally, QuickBooks, Zoho Books, or similar).
-
Strong analytical and problem-solving abilities.
-
Ability to work independently with minimal supervision.
-
Basic English communication skills (written and verbal).
What We Offer
-
Salary: Best hike in the current salary.
-
Full-time Remote Role (Work From Home)
-
Performance-linked incentives and growth opportunities
-
Long-term career stability with direct involvement in managing $10M+ portfolio
-
Future Scope: Opportunity to relocate to Canada with us next year (all travel & accommodation expenses fully covered)