About the Firm:
V Pitliya & Co. is a seasoned Chartered Accountant firm based in Basaveshwaranagar, Bengaluru, integrated closely with H K Pitliya & Co. (established in 1987), bringing over 30 years of professional excellence . The firm operates with a client-centric philosophy, tailoring solutions across Audit & Assurance, Taxation, and Advisory, while maintaining strong ethics and technical acumen. Their interdisciplinary team approach ensures that even smaller clients benefit from senior expertise with the depth of a large firm .
Role Overview:
You will act as the central operational lead, overseeing junior team members, ensuring workflows meet timelines, data is accurately stored, and quality standards are met. You will also support the founders in research and introduce basic tech-driven efficiencies using Python/VBA.
Key Responsibilities:
1. Team Supervision & Workflow Coordination
- Assign workloads among junior staff and article assistants.
- Monitor deadlines for audits, filings, reconciliations, and follow-ups.
- Regularly review and help resolve team members’ accounting tasks.
- Ensure all client data is properly organized and backed up (Drive/Server).
- Maintain and update a centralized task management tracker.
2. Client Work Intake & Oversight
- Monitor and log assignments received via email, phone, and WhatsApp.
- Ensure team compliance with SOPs and best practices.
- Provide status updates or data requests to clients as needed.
- Perform preliminary reviews before partner-level sign-off.
3. Tech & Automation Support (Upskilling Role)
- Learn and apply Python or VBA scripting to automate Excel reports, bank reconciliations, data validation, and other routine tasks.
- Identify and implement simple process automations that save time and reduce errors.
- Coordinate with tech consultants for advanced automation needs.
4. Research & Founders Support
- Conduct research on regulatory updates, new accounting technologies, and complementary service opportunities.
- Help maintain the firm’s internal knowledge base and documentation.
- Assist with scheduling and tracking strategic initiatives.
Required Skills & Qualifications:
- B.Com / M.Com / CA Inter or equivalent
- 3+ years’ experience in accounting, GST, TDS, income tax, and audit
- Strong proficiency in Tally, MS Excel, and tax filing portals
- Proven ability to supervise junior staff or interns
- Excellent organizational and communication skills
- Process-oriented mindset and attention to detail
Preferred (Bonus) Skills:
- Basic coding skills in Python or VBA (or a readiness to learn)
- Familiarity with Microsoft Teams or task management platforms
- Prior experience automating finance workflows or creating Excel macros
- Curiosity and willingness to explore new tools and technologies
Why Join V Pitliya & Co.:
- Gain exposure to a multi-disciplinary CA practice with deep technical strength.
- Develop supervisory and workflow management skills in a fast-paced environment.
- Be part of a progressive firm that embraces technology-driven efficiency.
- Work directly with founders, contributing to both technical and strategic growth.
- Opportunity to grow into roles like Practice Manager or Operations Head.