Finance & Advisory Specialist
4000 - 6500 SGDFull-time
LOTUSIA PTE. LTD.
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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Finance & Advisory Specialist in Singapore vacancy
4500 - 5500 SGD
...recommendations, and securing decisive closures. This role is ideal for advisors who excel in: Speed-to-lead response Virtual advisory (phone / video consultations) High-volume sales conversion Why You’ll Succeed Here Ready prospects are provided daily Data...- ...T&T Consultant - Finance Transformation Advisory - SG Date: 8 Jun 2026 Service Line / Portfolios: Enterprise Technology & Performance Location: Singapore, Singapore, SG Are you ready to unleash your potential? At Deloitte, our purpose is to make an impact that...
- ...About the Position We are hiring a newly created Tax Structuring and Advisory role in our Hong Kong or Singapore office with a focus (though not exclusively) on APAC-region tax issues . You will help us manage tax and related structural aspects of internal restructurings...
2000 - 4000 SGD
...individuals who want to explore the world of client solutions, professional claims support, and financial protection advisory. Your Role: As a Claims Specialist Intern , you’ll work closely with our experienced specialists to assist clients through their claims journey...8000 - 9500 SGD
...A Security Risk Advisory Specialist or Consultant is responsible for identifying, assessing and mitigating security risks to help clients to protect their organization’s assets, people and information. Key Responsibilities: Client Advisory and Service Delivery Act...4000 - 4500 SGD
...delivering innovative energy solutions that contribute to a sustainable future for the next century. Job Summary The Finance & Accounting Specialist manages comprehensive accounting and finance operations, ensuring accurate financial reporting, compliance, and efficient...4500 SGD
...financial platform that aggregates and compares financial products, enabling consumers to make more informed decisions. As a Financial Advisory Specialist, you will engage with qualified leads who are actively exploring life and health insurance solutions. Your primary...3000 - 4000 SGD
...The Finance Specialist plays a pivotal role in ensuring the smooth operation of WINGS' finance functions. While bookkeeping is outsourced, this role is critical in managing the vendor,consolidating financial information, and supporting financial and accountingneeds. The...- ...Position: Corporate Finance & Advisory - perm Key Responsibilities: - Plan and execute corporate finance transactions, including initial public offerings (IPOs), equity fund raises, and mergers & acquisitions (M&A), managing the process from origination through to transaction...
6000 - 8000 SGD
...Corp) umbrella structure managing distinct funds under the brand of M Venture Partners ( The firm is currently hiring a Finance & Operations Specialist to join the Singapore based team. This position is a great opportunity to gain a broad range of experience within a...- ...a wonderful fit for you. The Opportunity Paula’s Choice Singapore SEA is seeking to hire a passionate and self-motivated ‘Finance Specialist SEA’. S/he will report to the Senior Finance Manager Southeast Asia and will be responsible for the full finance operations of the...
5000 SGD
...of new products within the distribution system. Requirements ~ Professional accounting qualification or a degree in accounting/finance. ~3–5 years of relevant experience. ~ Experience in commission and distribution cost accounting is an advantage. ~ Strong analytical...4000 - 6000 SGD
...and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore. As an... ...Responsibilities Delivering excellent client experience throughout the advisory journey Understanding and assessing clients’ need for...- ...learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. Why Join As a Finance Operations Specialist at OCBC, you'll play a critical role in ensuring the smooth operation of our financial systems and processes. You'll have...
5000 - 15000 SGD
...compelling stories to join our team as an Associate Director, Advisory . Key responsibilities In this role, the candidate will:... ...Middle East an added advantage A deep interest in the future of finance, especially sustainability and technology Curiosity in the...4500 - 5500 SGD
...global semiconductor leader with a strong presence in Southeast Asia. The Singapore regional team supports innovation and growth through finance and business management functions, driving reliable financial operations and decision-making. Job Summary Join Samsung...8000 - 12000 SGD
...strategies and campaigns within Corporate & Investment Bank. The individual will develop marketing strategies to support the Strategic Advisory Group and make recommendations based on an understanding of the business and market dynamics, as well a client needs and insights....6500 - 11000 SGD
...We are looking for a Manager to join our Financial Advisory team. This role offers the opportunity to deliver innovative and strategic... ...of buy-side and sell-side M&A transactions and other corporate finance mandates. Independently manage projects, including client pitches...11000 - 12500 SGD
...Bangkok for Agoda Services Co. Ltd. You will be part of a broader tax advisory team that is rapidly growing in light of the changing tax... ...landscape for digital services. While being part of the broader Tax and Finance team (more than 300 professionals) you will also work closely...3000 - 4000 SGD
...Your new company A Japanese MNC focusing on manufacturing and R&D looking to hire a contract Finance & Accounting Specialist for approx. 3months. Location : CBD Duration : approx. 3 months Salary : up to $4,000 per month Your new role • The Finance &...8000 - 12000 SGD
JOB DESCRIPTION To profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy...4000 - 4500 SGD
1. Provide timely and accurate Client deliverables in line with agreed service level standards. 2. Work as a team with maker& checker functionality to ensure timely and accurate input of activity and static data. 3. Provide support, guidance and knowledge for processing ...- ...capabilities in Asset Management and Insurance. We are currently seeking a high calibre professional to join our team as a Trust Advisory Manager. In this role you will: Manage and monitor fiduciary risks, regulatory and tax compliance, and implement appropriate controls...
3000 - 3500 SGD
Kent Ridge 6 Months Contract 8.30am – 5.30pm (Mon - Fri) Job Scope • To support General Ledger and Project Accounting functions • Prepare recurring journal entries for the month, for the region of 13 countries. • Prepare reconciliations for countries in the region...- ...cloud meets the ground. A Snapshot As Manager Assurance & Advisory, you will play a key role in evaluating and enhancing the... ...qualification in a relevant discipline such as Accounting, Business, Finance, Risk Management, Information Technology, Engineering, or a related...
- ...What you’ll do AlixPartners is a leading global business advisory firm of results-oriented professionals who specialize in creating... ...Undergraduate or Masters degree students or fresh graduates, major in Finance/Accounting related is preferred but not essential; Be able to...
5000 - 10000 SGD
Responsibilities: You will be responsible for providing administrative and client service support to Relationship Managers (RMs) within the front office function servicing Private Banking clients. Support RMs in regard to client account administration, client servicing...2800 - 4600 SGD
...experience. You will form part of a team providing accounting and advisory support to international businesses from a diverse range of... ...Requirements: Bachelor or Diploma in Accountancy, or related finance disciplines Candidates with no experience are welcome to apply...1000 - 3500 SGD
Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning. Job Description 1. Investment Research ...5000 - 10000 SGD
...planning and growth opportunities. Qualifications Degree, diploma, or equivalent professional qualification in Business, Marketing, Finance, or a related discipline. Approximately 5–10 years of experience in business development, partnership management, account...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance & Advisory Specialist. Be the first to apply!
