Company Description
Sahyog Financials is a trusted financial services firm with over 25 years of experience, serving clients across India since 1998. Specializing in customized financial solutions, the company offers a wide range of services including insurance solutions, retirement planning, tax advisory, budget management, and investment strategy. With a client-centric and relationship-first approach, Sahyog Financials focuses on crafting strategies tailored to individual needs for immediate protection and long-term financial growth. Sahyog is committed to delivering a personal touch, fostering trust, and collaborating with leading insurers and financial institutions to secure clients financial peace of mind and success.
Role Description
This is a full-time, on-site Chartered Accountant role located in Indore. The Chartered Accountant will be responsible for managing financial statements, auditing, tax planning, and ensuring compliance with regulatory standards. Additional responsibilities include handling tax filings, creating forecast models, providing financial analysis, managing budgets, and offering financial advice to clients as needed. Collaboration with the team and clients is essential to delivering high-quality, personalized financial services.
Qualifications
- Accounting, auditing, and financial statement preparation expertise
- Proficiency in tax planning, filing, and ensuring compliance with tax regulations
- Experience in financial analysis, forecasting, and developing budgets
- Strong communication and client management skills
- Proficient in financial software and Microsoft Office applications
- Detail-oriented, analytical mindset, and strong problem-solving abilities
- Bachelor's degree in Accounting, Finance, or related field; Chartered Accountant (CA) certification is mandatory
- Knowledge of the Indian financial regulatory framework is essential
- Prior experience in financial planning, investment strategies, or tax advisory is advantageous
