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)

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