Finance & Advisory Specialist
4 weeks ago
About UsLotusia Group is a multi-jurisdictional professional services firm offering corporate secretarial, trust structuring, tax advisory, fund servi.....
About Us
Lotusia Group is a multi-jurisdictional professional services firm offering corporate secretarial, trust structuring, tax advisory, fund services, and offshore entity formation across key financial centres worldwide. With offices in Singapore, China, Japan, and other countries, we serve high-net-worth individuals, family offices, and corporate clients navigating complex cross-border structures. As we expand our trust advisory practice, we are looking for a specialist to take ownership of this growing business area.
Key Responsibilities
Family Office Structure & Process
- Assist in the setup and ongoing administration of family office structures — supporting entity establishment, governance documentation, and structural reviews across relevant jurisdictions
- Monitor the end-to-end process across legal, compliance, tax, and operations teams to ensure tasks are progressing on track and deadlines are met
- Act as a coordination point between internal teams and external parties to keep workflows moving
- Prepare client onboarding documentation, fee proposals, and internal administrative materials
- Support internal stakeholders (Compliance, Operations, Finance) in the smooth day-to-day administration of client structures
Finance, Tax & Audit
- Assist in the preparation and review of financial statements for managed corporate structures
- Coordinate with internal auditors for annual audits of managed structures; prepare supporting schedules and documentation as directed
- Support the preparation and filing of tax returns for managed structures across relevant jurisdictions
- Monitor CRS and FATCA reporting obligations and assist in ensuring timely compliance filings
- Assist in identifying tax planning considerations and escalate findings to senior advisors as appropriate
Compliance & Risk
- Support the Compliance team to ensure KYC and due diligence requirements are maintained, particularly where there are changes to client structures or circumstances
- Assist in monitoring fiduciary and regulatory risks across managed structures and flag issues for escalation
- Help drive closure of identified issues through follow-up on agreed action plans
Trust Support
- Develop and maintain a working knowledge of trust structures across key jurisdictions (BVI, Cayman, Singapore, Hong Kong) to support internal queries and day-to-day administration
- Assist with trust-related documentation and compliance filings under the guidance of senior team members
- Flag trust-related issues or changes in client circumstances to the appropriate team for review
General
- Assist with training materials for the sales department
- Stay informed on market trends and regulatory developments; support ad hoc projects as assigned
Requirements
- Bachelor's degree and above in Accounting, Finance, or a related field
- At least 3 years of experience in corporate administration, trust administration, private banking operations, tax support, or related professional services
- Exposure to corporate and/or trust structures across multiple jurisdictions (BVI, Cayman, Singapore, Hong Kong) — good to have; willingness to learn is essential
- Some hands-on experience in financial statement preparation, tax filing support, and/or audit coordination
- Basic familiarity with CRS, FATCA, KYC/AML requirements
- Organised, detail-oriented, and able to manage multiple tasks and follow up independently
- Good communicator — able to liaise clearly with internal teams and external parties
- Professional qualifications in progress or completed preferred: ACCA / CPA / ATP / ICSA or equivalent
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