Role Overview
We are not hiring for a job, we are inviting a future Partner to take charge of the Accounting
& Operations vertical.
The Accounting & Operations Head will take ownership of managing and streamlining
accounting deliverables across multiple clients. You will lead a team of 10 -15 executives and
interns, oversee monthly closing, and implement standardized processes to ensure quality and
timeliness.
This role offers direct mentorship from Partners and a defined career growth path to vertical
leadership or partnership, based on performance.
Key Responsibilities
1. Client Accounting & Review
• Oversee day -to -day accounting operations for multiple retainer clients.
• Ensure accurate and timely recording of financial transactions in Tally or Zoho
Books.
• Supervise reconciliation of bank, vendor, customer, and statutory ledgers.
• Conduct monthly and quarterly review of client books before partner review.
• Ensure compliance with accounting standards and internal control systems.
2. Monthly Closures & MIS Reporting
• Prepare monthly trial balances, financial summaries, and MIS reports.
• Coordinate with client CFOs/management for review calls.
• Support finalization of accounts for audit purposes.
• Present performance summaries and process improvements to the partners.
3. Compliance Coordination
• Oversee preparation and filing of TDS, PT, PF, and ESI returns with support from the
compliance team.
• Ensure all client statutory dues are tracked, scheduled, and filed within deadlines.
• Support the audit team during statutory and tax audits.
4. Team Management & Process Building
• Lead a team of 10–15 executives and trainees handling bookkeeping and filings.
• Design workflow trackers, checklists, and SOPs for accounting quality.
• Conduct internal training sessions on best practices and accounting hygiene.
5. Technology & Automation
• Implement automation tools for reconciliation, MIS dashboards, and client reporting.
• Recommend software upgrades or integrations to improve efficiency.
Key Skills & Competencies
• Strong foundation in Accounting, GST, and TDS concepts.
• Hands -on experience with Tally Prime, Zoho Books, Excel, and MIS preparation.
• Excellent communication and client -handling skills.
• Leadership mindset with ability to manage teams.
• Eagerness to learn, implement systems, and grow into a managerial role quickly.