Analyst - Business Services
On-siteBengaluru, Karnataka, India
Job Summary
Post accounting entries and prepare annual accounts for UK trusts and family offices. Process income distributions to beneficiaries per trust deeds, perform bank and investment reconciliations, and prepare tax returns and certificates. Calculate trustee fees, generate billing schedules, and register entities with HMRC. Ensure all deliverables meet agreed timelines while supporting process improvement initiatives. This role offers exposure to UK Trust and Family Office accounting and taxation within Apex Group's global working environment, with opportunities for learning and career progression in banking operations and regulatory reporting.
Required Qualifications
- CA / CPA / ACCA / MBA (Finance/Banking), CFA, or any other relevant professional qualification in Accounting, Finance, Taxation, or Banking)
- 0 - 5 years of experience in Accounting, Financial Reporting, Reconciliation, Taxation, Audit, Banking Operations, or Financial Services
Desired Qualifications
- Strong accounting and reconciliation knowledge
- Good understanding of financial statements and accounting principles
- Proficiency in Microsoft Excel and MS Office applications
- Strong analytical and problem-solving abilities
- Excellent attention to detail and organizational skills
- Effective verbal and written communication skills
- Ability to manage multiple tasks and meet deadlines
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