AGM Personal Finance and Taxation
- Category: Accountant Jobs
- Location: Che, Chennai, Tamil Nadu
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 16K to 18K
- Published on: 2025/09/26
Job Responsibilities
• Oversee and manage personal financial accounts and records.
• Liaise with external consultants like investment advisors and legal teams
• Maintain confidentiality and security of financial data
• Advise on wealth preservation strategies, including insurance and estate planning
• Prepare financial reports and dashboards for review
• Stay updated on financial regulations and provide timely advice
• Ensure accurate and timely filing of income tax returns
• Develop and monitor personal financial plans and budgets
• Manage personal investments and provide wealth management advice
• Track expenses and ensure timely payments of liabilities
Educational Qualification:
Chartered Accountant (CA)
Preferred Work Experience: 12 - 15 years of experience in personal finance management, taxation and compliance in India. Strong background in wealth management and investment advisory
Ideal Companies where candidate worked
Wealth Management Firms
Family Office Service Providers
Big 4 Audit and Advisory Firms
Financial Consulting Agencies
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