Role Overview

Transactional Advisory Associate will play a pivotal role in providing expert guidance and support to clients in managing their tax obligations and optimizing family wealth. This role involves collaborating with internal teams and external stakeholders to ensure clients receive tailored advice that aligns with their financial objectives across various jurisdictional laws.

Key Responsibilities

Key Responsibilities:

1.       Tax Advisory and compliance:

·         Conduct in-depth analysis of clients' financial situations to identify tax implications, research on case studies or notification/ circulars and share insights with manager in pointers/ summarised notes.

·         Stay updated of changes in tax regulations and proactively advise clients on potential impacts.

·         Implement tax planning strategies in to optimize clients' tax positions.

2.       Family Office Management – Transaction support Services:

·         Collaborate with clients to understand their family wealth management goals and objectives.

·         Provide comprehensive family office services, including estate planning, succession planning, and intergenerational wealth transfer.

·         Coordinate with legal and financial professionals to ensure seamless execution of family office strategies.

3.       Client Relationship Management:

·         Build and maintain strong relationships with clients, acting as a trusted advisor.

·         Respond promptly to client deliverables, enquiries and concerns, ensuring exceptional service delivery.

·         Collaboration and Teamwork.

4.       Ancillary activities:

·         Work closely with internal teams including Corporate secretarial, legal, finance, and investment professional to provide holistic advisory services and client management services.

·         Collaborate with colleagues to share insights, experiences, and best practices.

·         Writing white papers on the technical topics, research and prepare blog on recent trending topics based on the above fields.

Qualifications

·         Minimum of Master's degree or professional certifications (e.g. CA, ACCA) with atleast one year PG experience is a preferred.

·         Bachelor's degree in Accounting, Finance, or related field.

·         Having fair knowledge of Tax provisions as well as working experience in tax compliances.

·         Ability to research and decode international tax and trade laws for cross border transactions.

·         Excellent analytical and problem-solving skills.

·         Strong communication and interpersonal skills.

·         Strong presentation and writing skills

·         Ability to manage multiple priorities and deadlines effectively.