Chartered Accountant Job Description Template

A Chartered Accountant (CA) is a professional who provides financial and tax advice to businesses and individuals. They work with clients to prepare financial statements, manage budgets, and file taxes. They also provide guidance on investment decisions and risk management. CA’s use their expert knowledge of accounting principles to advise clients on how to best run their businesses.

Chartered Accountant Job Responsibilities

  • Prepare and examine financial statements and reports
  • Identify and resolve accounting or bookkeeping problems
  • Inspect account books and accounting systems for efficiency and use of accepted accounting procedures
  • Install or advise on new accounting systems and revamp old ones
  • Formulate internal control policies, guidelines and procedures
  • Advise management on shortterm and long-term financial planning and budgeting
  • Monitor compliance with generally accepted accounting principles (GAAP)
  • Evaluate the company's overall financial performance

Objectives

  • To provide accurate and timely financial information to clients in order to help them make informed business decisions.
  • To prepare and maintain financial records in accordance with generally accepted accounting principles (GAAP).
  • To audit client financial statements and ensure compliance with government regulations.
  • To provide tax planning and advisory services to clients, including advice on minimising tax liability.
  • To develop and implement internal controls for clients' businesses to safeguard assets and ensure accurate financial reporting.

Chartered Accountant Job Skills & Qualifications Needed

  • A Chartered Accountant must have strong mathematical skills and be able to analyse financial data. They must also be excellent communicators, both written and verbal, as they will often need to present complex information to clients in a clear and concise way. Furthermore, they must be highly organised and able to work well under pressure, as they may often have tight deadlines to meet. Finally, they should also possess good commercial awareness and an understanding of business principles.