Sand Martin Consultants

Job Summary:- We are looking for a Senior Administrative Executive with a strong background in corporate office management to support the daily operations of a fast-paced KPO environment. The ideal candidate will be adept at managing administrative tasks, coordinating with department heads, handling vendor relationships, and maintaining a professional workspace for white-collar employees. This role demands a high level of discretion, organizational skills, and the ability to interact confidently with senior professionals. Key Responsibilities: Oversee end-to-end office administration, ensuring a clean, safe, and efficient workplace. Manage facility operations, vendor coordination, and service contracts (e.g., housekeeping, IT support, office supplies). Coordinate executive calendars, travel bookings, and meeting logistics for leadership and senior team members. Facilitate onboarding support for new hires (desk allocation, ID creation, orientation setup). Liaise with HR and Finance departments for employee logistics, attendance records, and petty cash management. Organize company-wide events, leadership town halls, and employee engagement activities. Ensure compliance with company policies and maintain records related to asset inventory, insurance, and statutory requirements. Supervise support staff (office assistants, housekeeping), ensuring service quality and conduct. Act as the point of contact for building management and service providers for infrastructure-related matters. Key Requirements: Graduate in Business Administration or a relevant field (Masters preferred). Minimum of 6 years experience in a corporate administrative role, preferably in the KPO/BPO sector. Strong communication and interpersonal skills; ability to deal professionally with internal teams and external vendors. Proficiency in MS Office (Excel, Word, PowerPoint, Outlook). Organized, proactive, and capable of multitasking across multiple departments. High level of discretion, especially when handling sensitive employee or management information. Preferred Qualities: Experience working in an ISO-certified or audit-compliant environment. Familiarity with workplace health, safety, and compliance protocols. Ability to support a dynamic, client-driven team structure. What We Offer: Professional work culture with a focus on learning and growth Opportunities to work closely with senior leadership Structured work environment with defined responsibilities Competitive salary and company benefits

Job Description We are hiring a Senior Manager Administration & Facilities to lead our multi-location admin and facilities operations with a strong focus on compliance, quality, and corporate service standards for a white-collar workforce. The role is ideal for professionals who have worked in ISO-certified, SOC-compliant, and NASSCOM-registered BPO/KPO environments. Key Responsibilities Facility & Infrastructure Oversight Manage facilities and infrastructure across Tier-1 and Tier-2 office locations Ensure standardized admin services in line with ISO & SOC compliance standards Execute office setup, relocation, and renovation projects Security & Safety Lead CCTV, access control, and emergency response protocols Coordinate audits and maintain 100% readiness for ISO/SOC/NASSCOM assessments Liaise with local authorities and ensure compliance with fire, safety, and labor regulations Employee Transport Management Supervise city-wide cab operations with focus on safety and efficiency Coordinate with vendors and ensure adherence to SLAs and night-shift transport protocols Vendor & Contract Governance Manage pan-India vendors for facility, security, and soft services Lead RFPs, negotiate contracts, and monitor service delivery across locations Administrative Support Oversee front office, pantry, courier, and corporate hospitality services Ensure high-quality client-ready office environments Statutory & Regulatory Compliance Ensure end-to-end compliance for all offices (fire, labor, environment, property) Keep documentation audit-ready for ISO, SOC, and NASSCOM audits Budgeting & Reporting Prepare and control admin budgets across offices Develop MIS reports and facility performance dashboards Team & Stakeholder Management Lead distributed admin teams across multiple cities Act as the SPOC for facilities and administration, partnering with HR, IT, Finance, and senior leadership Candidate Requirements Experience: 712 years in Administration/Facilities Management Mandatory: Experience in ISO, SOC-compliant, and NASSCOM-registered BPO/KPO firms Skills: Team and multi-location operations leadership Budgeting, vendor management, SLA tracking Proficiency in admin tools (SAP, CAFM, Excel dashboards) Excellent written and verbal communication Preferred Experience Tier-1 & Tier-2 city office exposure Green/sustainable facility practices Previous experience supporting client-facing office environments

Position Summary We are seeking a dynamic and experienced Senior Recruiter to lead and execute end-to-end recruitment strategies for international roles in accounting, taxation, finance, and related domains. The ideal candidate will have a strong background in KPO/BPO/ITes hiring and the ability to partner closely with business leaders to meet critical staffing needs. Key Responsibilities Drive the full recruitment lifecycle, including requirement gathering, sourcing, screening, interview coordination, offer negotiation, and onboarding. Collaborate with business leaders and hiring managers to understand workforce needs and develop targeted hiring strategies. Proactively source talent through multiple channels including job portals, LinkedIn, internal databases, referrals, and recruitment consultants. Screen candidates for technical and behavioral competencies, with a focus on strong communication and global client readiness. Maintain accurate and up-to-date candidate records, dashboards, and hiring reports for internal review and analytics. Ensure a seamless and professional candidate experience throughout the hiring process. Support employer branding and recruitment marketing initiatives to position SandMartin as an employer of choice. Participate in campus drives, walk-in events, and high-volume hiring campaigns as required. Build and manage a talent pipeline to support future hiring needs. Qualifications & Skills Bachelors or Masters degree in Human Resources or a related field. 5–10 years of proven experience in end-to-end recruitment, preferably in KPO/BPO/ITeS domains. Prior experience hiring for international roles in finance, accounts, tax, or healthcare outsourcing is highly desirable. Strong stakeholder management, interpersonal, and negotiation skills. Excellent communication skills—both verbal and written. Proficient in MS Office (especially Excel), applicant tracking systems (ATS), and recruitment tools. Ability to work under pressure in a fast-paced, performance-driven environment. What We Offer Exposure to global hiring and international clients. A collaborative and professional work environment. Career growth opportunities in a performance-led culture. Competitive compensation and benefits.

Job Summary: We are seeking a dynamic and detail-oriented Account Executive or Senior Account Executive to join our finance team. The successful candidate will be responsible for managing Accounts Payable (AP) and Accounts Receivable (AR), bookkeeping, payroll administration, banking operations, as well as GST and TDS compliance and reconciliations. The role requires strong organizational skills, the ability to manage multiple priorities, and a thorough understanding of accounting principles and tax regulations. Key Responsibilities: Accounts Payable and Receivable: Process vendor invoices, payments, and reconciliations Monitor customer invoices, collections, and reconciliations Ensure timely processing of AP and AR transactions and maintain accurate records Resolve discrepancies related to invoices or payments Bookkeeping: Maintain general ledger accounts and prepare journal entries Ensure proper documentation and record-keeping of financial transactions Support month-end and year-end closing processes Payroll Management: Collect, review, and process payroll data for employees Ensure timely and accurate payroll disbursements Comply with statutory requirements and filings such as tax deductions and provident fund Banking Operations: Manage daily banking activities including deposits, withdrawals, payments, and fund transfers Monitor cash flow and ensure bank reconciliations are completed accurately and on time Liaise with banks for transactions, queries, and account management Reconciliation: Perform regular reconciliations of bank statements, vendor accounts, customer accounts, and other balance sheet items Investigate and resolve discrepancies promptly GST and TDS Compliance: Prepare and file GST returns including GSTR-1 and GSTR-3B Ensure timely and accurate payment of GST liabilities Prepare and file TDS returns ensuring correct deduction and deposit of TDS Maintain up-to-date knowledge of relevant statutory regulations and ensure compliance Qualifications and Skills: Education: Bachelors degree in Accounting, Finance, or a related field Preferred: Professional certification such as CA Inter, CMA Inter, or equivalent Experience: Account Executive: 2 plus years of relevant accounting experience Senior Account Executive: 4 plus years of experience with proven expertise in AP and AR, bookkeeping, payroll, reconciliations, banking operations, and GST and TDS compliance Skills: Strong understanding of accounting principles and practices Proficiency in accounting software such as Tally, QuickBooks, SAP, or equivalent Working knowledge of GST and TDS compliance Excellent communication and interpersonal skills Detail-oriented with strong organizational and time management abilities Ability to work independently and as part of a team Why Join Us: Opportunity to work in a dynamic and collaborative environment Exposure to diverse accounting functions and tax compliance Competitive compensation and benefits package

Summary: We are looking for a skilled UK Accounts Associate with a minimum of 2 years of experience in accounting. Candidates with either UK accounting experience or Indian accounting experience (and a willingness to learn UK processes) are welcome. The ideal candidate will have strong technical accounting skills, attention to detail, and excellent communication abilities. This role involves managing bookkeeping, financial reporting, VAT returns, and client interactions for our UK-based clients. Job Description: We are seeking a UK Accounts Associate with a minimum of 2 years of experience in accounting, whether from UK accounting backgrounds or from Indian accounting processes (willing to learn UK-specific requirements). The ideal candidate should be detail-oriented, possess strong analytical skills, and be eager to work in a fast-paced, client-facing environment supporting UK-based clients. Key Responsibilities: Bookkeeping and General Accounting: Maintain day-to-day accounting records, including bank reconciliations, accounts payable, and accounts receivable. Prepare monthly, quarterly, and annual financial statements. UK Accounting Processes (Training can be provided if required): Prepare VAT returns and assist with tax filings in accordance with UK HMRC requirements. Support in preparing financial statements as per UK GAAP or IFRS. Assist with year-end accounting activities, including audit support and compliance documentation. Client Interaction: Liaise with UK-based clients or Indian clients with UK operations to understand their accounting needs. Ensure timely and accurate resolution of queries. Reporting and Analysis: Analyze financial data and provide reports for management review. Assist in budgeting, forecasting, and variance analysis as required. Key Skills and Qualifications: Bachelors degree in Commerce, Accounting, or Finance. Minimum 2 years of experience in accounting (UK or Indian). Familiarity with accounting software such as Xero, QuickBooks, Sage, or Tally. Knowledge of VAT returns, balance sheet reconciliations, and finalization of accounts (Indian experience acceptable). Strong communication skills (written and verbal) and client management abilities. Ability to work in a team and independently with minimal supervision. Preferred (Nice to Have): Exposure to UK accounting processes (training can be provided). Willingness to work in a dynamic, international client environment. What We Offer: Competitive salary package based on experience and skills. Opportunity to work with international clients and gain exposure to UK accounting. Supportive work culture focused on learning and growth. Flexible work arrangements (as per company policy).

Job Overview: SandMartin is seeking a dynamic and intuitive Assistant Manager Business Development to help scale our global client base and strengthen our outreach in the US, UK, Australia, and the Middle East. This role is ideal for someone who is both strategic and hands-on , capable of driving lead generation, relationship management, and digital-first outreach in the BPM/BPO space . You will be working with global prospects - mainly CPAs, TPAs, and SMBs. Key Responsibilities: 1. Strategic Business Development Identify and pursue new business opportunities across international markets, primarily the US, UK, Australia & Middle East. Research and build prospect databases, understand client needs, and offer customized outsourcing solutions. Create and execute lead generation strategies using LinkedIn, email marketing, and referrals. 2. Sales Planning & Execution Work with the Marketing and BD team to align outreach campaigns with industry trends and target verticals (CPA firms, TPAs, SMBs). Coordinate client discovery calls, service presentations, and proposal discussions with leadership teams. Track progress of leads in the pipeline, ensure timely follow-ups, and push opportunities toward closure. 3. Client Engagement & Relationship Management Build long-term professional relationships with key decision-makers. Engage clients through periodic check-ins, thought leadership content, and value-added discussions. Collaborate with internal operations and service delivery teams for smooth onboarding and client satisfaction. 4. Market Intelligence & Collaboration Monitor competitor activity, outsourcing trends, pricing models, and opportunities in the market. Share insights with leadership for service refinement or innovation. Work with content and marketing teams to support campaigns, webinars, events, and digital engagement. 5. Reporting & Tools Manage and update CRM (e.g., Zoho, HubSpot, Salesforce) with accurate lead data, interactions, and follow-up status. Prepare regular MIS reports, sales forecasts, and performance dashboards.

Manage vendor and supplier payments, review utility bills, ensure accurate processing and approval, and coordinate CMS uploads and daily banking operations. Oversee accounts receivable and payable, ensuring timely invoicing, follow-ups, reconciliation of balances, and resolution of outstanding issues with vendors and clients. Verify payroll computations and ensure compliance with statutory obligations such as EPF, ESI, and TDS on salaries. Maintain and update books of accounts in Tally Prime, ensuring accuracy in journal entries, ledgers, and reconciliations. Preference for candidates who are familiar with Tally add-ons, automation tools, and AI-enabled utilities. Handle GST and TDS compliance, including return preparation, filings, and liability reconciliation. Prepare and maintain domestic and international travel records with proper documentation and cost classification. Assist in finalization of accounts and support both statutory and internal audits. Coordinate with Income Tax authorities for submissions, assessments, and related correspondence. Manage tax uploads and filings on statutory portals in a timely manner. Prepare and analyze reports using Excel (Pivot Tables, VLOOKUP, HLOOKUP) and Power BI for MIS and management reporting. Support monthly management accounting and other internal financial review processes. Candidate Requirements B.Com (Hons) graduate with 3 to 5 years of relevant experience, preferably within the finance, services, or outsourcing industry. Candidates who have completed CA Inter or Articleship and are now focused on industry careers (without actively pursuing CA) will be given preference. Strong hands-on experience in accounting, taxation, payroll, and compliance. Proficiency in Tally Prime and Microsoft Excel (including Pivot Tables, VLOOKUP, HLOOKUP) is essential. Exposure to process automation using Tally add-ons, Excel utilities, Power Bi, or workflow tools is highly desirable. Sound understanding of GST, TDS, EPF, ESI, Income Tax, and payroll compliance processes. Must be detail-oriented, well-organized, and capable of handling confidential data responsibly and are also able to work both independently and in a collaborative team environment Why Join SandMartin? Exposure to international accounting practices Supportive team environment and a growth-oriented culture Access to training programs and continuous learning opportunities

Job Summary: We are seeking dedicated and empathetic Customer Care Executives to handle inbound calls for US-based health insurance claims. The role involves interacting with patients, insurance holders, and healthcare providers to address queries related to health claims, policy coverage, claim status, and general healthcare assistance. Key Responsibilities: Answer inbound calls from US-based customers regarding health claim-related queries. Verify member details and provide information on claim status, benefits, and eligibility. Accurately document call interactions in the system. Follow HIPAA compliance and ensure confidentiality of patient data. Resolve issues efficiently while maintaining high customer satisfaction. Escalate complex or unresolved cases to appropriate departments. Stay updated with process changes and healthcare policies. Required Skills: Excellent verbal communication skills in English (US Accent preferred). Strong listening, problem-solving, and empathy skills. Ability to handle high call volumes in a fast-paced environment. Basic knowledge of US healthcare terminology (preferred, not mandatory). Proficient with computer systems and CRM tools. Eligibility Criteria: Minimum qualification: Graduate in any stream. Willing to work in rotational night shifts. Prior experience in international voice processes or healthcare domain is an advantage.

Key Responsibilities: Service Delivery Leadership Lead the day-to-day operations of the Australian accounting and tax compliance team based in Noida . Drive timely and accurate preparation of: Income Tax Returns (Individuals, Companies, Trusts, Partnerships, SMSFs) Activity Statements (BAS, IAS) Ensure compliance with ATO requirements and adherence to Mutual Trust service levels. Oversee workflow planning, resource utilization, and productivity optimization for the Noida-based delivery team. Act as the first point of escalation for operational and delivery-related matters. Client Integration & Onboarding Lead client onboarding and service transitions from Noida: Manage knowledge transfer , workflow design, and SOP setup. Coordinate with IT and Training teams for system and infrastructure readiness (Xero, MYOB, Class Super, BGL). Oversee smooth migration of new entities or service lines into steady-state delivery. Monitor and manage project timelines, RAID logs, and early-stage performance metrics. Own hypercare phase management and successful handover to BAU delivery. Governance, Quality & Continuous Improvement Conduct regular governance meetings and service reviews with the Mutual Trust team. Maintain strong control over SLAs, delivery KPIs, and quality benchmarks. Drive continuous improvement in tax and accounting processes, automation, and controls. Proactively identify risks and implement preventative measures. Team & People Leadership Lead and mentor Noida-based teams of accountants, reviewers, and senior accountants. Drive team development, performance management, and technical upskilling. Foster a positive and accountable team culture aligned with SandMartins and Mutual Trusts values. Key Skills & Competencies: Strong technical knowledge of Australian tax compliance, financial reporting, and BAS/GST obligations. • Experience working with Australian Trusts, SMSFs, Companies, and Partnerships. • Leadership in managing delivery teams and new client transitions. • Strong client relationship, escalation management, and stakeholder coordination skills. • Excellent communication and team-building abilities. • Proactive, hands-on approach with strong planning and problem-solving capabilities. • Continuous improvement mindset with a focus on automation and process excellence. Tools & Platforms: Reckon, Xero, MYOB, HandiTax, Class Super, BGL SimpleFund360, FYI Docs • Microsoft Excel (Advanced), Power BI (preferred) • Workflow/project management tools (e.g., Karbon, ClickUp, Monday.com) • Document Management and Time Tracking platforms Qualifications: CA or CPA (India or Australia preferred) • Additional certifications in Australian taxation or process management (preferred) • Bachelors degree in Accounting, Commerce, or related fields Performance Metrics May Include: SLA compliance and client satisfaction scores • Timely and accurate onboarding of new engagements • Financial statement and tax deliverable accuracy • Team productivity and utilization metrics • Process improvements and automation delivered Why Join SandMartin (Noida): Opportunity to lead an Australian accounting and tax delivery team in a global finance environment. • Be at the forefront of client onboarding, process excellence, and service delivery from Noida. • Exposure to premium Australian financial services clients and complex tax structures. • Clear career growth path with leadership and transformation roles. • Supportive, collaborative work culture that promotes ownership and innovation.

Job Summary: SandMartin Consultants Pvt. Ltd. is seeking experienced UK Accounts Professionals to join the international accounting team. This role is ideal for candidates with a strong background in UK and Indian accounting, account finalization, VAT compliance, and financial reporting. The selected candidate will work on UK-based client accounts, ensuring compliance with UK GAAP and HMRC regulations. Key Responsibilities: Prepare and finalize financial statements for UK-based clients as per UK GAAP. Maintain accurate records, perform ledger reconciliations, and ensure proper financial reporting. Prepare and file VAT returns in compliance with HMRC regulations. Assist in tax computations and compliance as per UK taxation laws. Generate financial reports and assist in management reporting. Work closely with UK clients to resolve queries and provide accounting solutions. Utilize UK accounting software such as Xero, QuickBooks, Sage, or IRIS to manage financial records. Required Skills & Qualifications: Strong understanding of UK GAAP, VAT, and UK taxation. Experience in year-end accounts, tax computations, and compliance. Hands-on experience with Xero, QuickBooks, Sage, IRIS, or similar software. Excellent analytical and problem-solving skills. Strong written and verbal communication skills to interact with international clients. Ability to handle multiple clients and work in a fast-paced environment. Perks & Benefits: Competitive salary package Growth opportunities in international accounting Exposure to UK accounting practices and client interactions Learning and development opportunities

Manage vendor and supplier payments, review utility bills, ensure accurate processing and approval, and coordinate CMS uploads and daily banking operations. Oversee accounts receivable and payable, ensuring timely invoicing, follow-ups, reconciliation of balances, and resolution of outstanding issues with vendors and clients. Verify payroll computations and ensure compliance with statutory obligations such as EPF, ESI, and TDS on salaries. Maintain and update books of accounts in Tally Prime, ensuring accuracy in journal entries, ledgers, and reconciliations. Preference for candidates who are familiar with Tally add-ons, automation tools, and AI-enabled utilities. Handle GST and TDS compliance, including return preparation, filings, and liability reconciliation. Prepare and maintain domestic and international travel records with proper documentation and cost classification. Assist in finalization of accounts and support both statutory and internal audits. Coordinate with Income Tax authorities for submissions, assessments, and related correspondence. Manage tax uploads and filings on statutory portals in a timely manner. Prepare and analyze reports using Excel (Pivot Tables, VLOOKUP, HLOOKUP) and Power BI for MIS and management reporting. Support monthly management accounting and other internal financial review processes. Candidate Requirements B.Com (Hons) graduate with 3 to 5 years of relevant experience, preferably within the finance, services, or outsourcing industry. Candidates who have completed CA Inter or Articleship and are now focused on industry careers (without actively pursuing CA) will be given preference. Strong hands-on experience in accounting, taxation, payroll, and compliance. Proficiency in Tally Prime and Microsoft Excel (including Pivot Tables, VLOOKUP, HLOOKUP) is essential. Exposure to process automation using Tally add-ons, Excel utilities, Power Bi, or workflow tools is highly desirable. Sound understanding of GST, TDS, EPF, ESI, Income Tax, and payroll compliance processes. Must be detail-oriented, well-organized, and capable of handling confidential data responsibly and are also able to work both independently and in a collaborative team environment Why Join SandMartin? Exposure to international accounting practices Supportive team environment and a growth-oriented culture Access to training programs and continuous learning opportunities

Job Summary: We are looking for tax professionals with hands-on experience in preparing and/or reviewing Australian tax returns for individuals, partnerships, companies, trusts, and SMSFs. The role demands strong technical skills in Australian tax laws, attention to detail, and a commitment to high-quality deliverables. The position includes responsibilities related to tax compliance, tax planning, and financial reporting, along with team coordination and client interaction at the review level. Key Responsibilities: Prepare tax returns for: Individuals (I-returns) Companies Partnerships Trusts Self-Managed Super Funds (SMSFs) Prepare Business Activity Statements (BAS), Instalment Activity Statements (IAS), and GST reconciliations. Ensure accurate data entry using accounting and tax software like Xero, MYOB, HandiTax, or Class Super. Perform reconciliation of income, expenses, and balance sheet accounts. Identify discrepancies or compliance risks and flag them to the team lead. Ensure adherence to ATO standards and client-specific guidelines. Maintain documentation and working papers for all completed returns. Review tax returns prepared by juniors for accuracy and completeness. Provide detailed feedback and training to junior team members to improve quality and efficiency. Handle complex tax scenarios and provide tax planning advice. Liaise with Australian CPAs/CAs and clients directly for clarifications, documentation, and resolution of issues. Ensure timely completion of work within agreed turnaround time and SLA. Monitor team productivity and workflow allocation Ensure compliance with Australian Taxation Office (ATO) regulations and firm policies. Contribute to process improvement and automation initiatives. Skills & Competencies: Strong knowledge of Australian tax legislation, ATO guidelines, and tax return processes. Proficiency in Australian accounting and tax software (Xero, MYOB, HandiTax, APS, Class Super, etc.). Good understanding of financial statements and general ledger systems. Attention to detail and accuracy in documentation and calculations. Good written and verbal communication skills (for client coordination and documentation). Strong analytical and problem-solving skills. Ability to manage multiple deadlines and work in a fast-paced environment. Leadership, mentoring, and team management skills (for reviewer level). Preferred Qualifications: Commerce graduate (B.Com, M.Com, MBA Finance) or equivalent. CA Inter / CPA (Australia) / EA (Preferred but not mandatory). Minimum 2 years of relevant experience in Australian tax preparation or review. Experience in working with Australian clients or CPA firms.

Role Summary:- The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning. The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting. Key Responsibilities 1. Investment Strategy & Portfolio Management Formulate and execute investment strategies across asset classes including equity, debt, mutual funds, PMSs, AIFs, structured products, and real estate. Monitor market trends, economic developments, and geopolitical shifts to identify new investment opportunities and risks. Continuously evaluate portfolio performance, rebalance allocations, and provide strategic reallocation advice. Analyze underperforming assets and recommend divestment or repositioning strategies. Oversee overseas investments including ODIs, ensuring compliance and reporting standards are met. 2. Market Research, Analysis & AI Integration Conduct fundamental and technical analysis across global markets, sectors, and instruments. Use AI-based tools (e.g., ChatGPT, CoPilot, Power BI, Trend forecasting platforms) for market research, sentiment analysis, and predictive modeling. Automate regular investment research, risk monitoring, and reporting using intelligent dashboards and platforms. 3. Stakeholder & Advisor Engagement Interact with wealth advisors, fund managers, and AMCs; review and incorporate investment recommendations. Participate in and document monthly performance reviews; prepare actionable follow-ups and insights. Develop and manage strong relationships with bankers for working capital, term loans, foreign currency loans, and derivative limits. 4. Real Estate Investment Oversight Source, evaluate, and manage real estate investments. Conduct due diligence, oversee contracts and negotiations, and monitor asset performance. Collaborate with legal, finance, and operations teams to ensure effective property lifecycle management. 5. Treasury & Currency Risk Management Manage liquidity and cash flow positions to meet short-term and strategic funding needs. Review and advise on currency hedging strategies, including options and futures, in response to market volatility. Monitor mark-to-market (MTM) movements and ensure proactive risk mitigation. 6. Financial Operations & Reporting Maintain detailed transaction records, dividend and interest income, capital gains, and loss carry forwards. Utilize platforms such as MoneyControl, MProfit, ValueResearch , and advanced Excel for portfolio and MIS tracking. Generate daily, fortnightly, and monthly MIS reports on ROI, asset allocation, capital gains, etc., with relevant commentary and strategic recommendations. Prepare cash flow statements and assist in budgeting and financial planning for the Family Office. 7. Risk, Audit & Compliance Implement risk management strategies including diversification and hedging. Ensure compliance with SEBI, RBI, and other regulatory bodies across asset classes and geographies. Perform periodic asset audits to verify asset accuracy, compliance, and portfolio integrity. Collaborate with legal, compliance, and finance departments to ensure adherence to internal controls and external regulations. Candidate Profile:- 5+ years of experience in investment management, family office operations, or portfolio advisory roles. Hands-on experience in managing multi-asset class portfolios and treasury functions. Strong financial modeling, portfolio analysis, and forecasting capabilities. Proficiency in investment platforms such as MProfit, Moneycontrol, ValueResearch , and advanced Excel. Exposure to AI-powered financial tools for research automation, dashboarding (e.g., Power BI, Tableau), and productivity enhancement. Familiarity with forex hedging, derivative products (F&O), and global investment instruments. High level of integrity, ownership, and discretion in handling confidential investment data. Excellent analytical, problem-solving, and communication skills. Ability to work independently with minimal supervision while collaborating cross-functionally. Attention to detail with a strategic mindset and goal-oriented approach. Why Join SandMartins Family Office? This is a high-impact role offering direct exposure to strategic decision-making at the promoter level. You will manage diversified assets, gain international investment exposure, and be part of a progressive environment that values technology, innovation, and performance .

Manage vendor and supplier payments, review utility bills, ensure accurate processing and approval, and coordinate CMS uploads and daily banking operations. Oversee accounts receivable and payable, ensuring timely invoicing, follow-ups, reconciliation of balances, and resolution of outstanding issues with vendors and clients. Verify payroll computations and ensure compliance with statutory obligations such as EPF, ESI, and TDS on salaries. Maintain and update books of accounts in Tally Prime, ensuring accuracy in journal entries, ledgers, and reconciliations. Preference for candidates who are familiar with Tally add-ons, automation tools, and AI-enabled utilities. Handle GST and TDS compliance, including return preparation, filings, and liability reconciliation. Prepare and maintain domestic and international travel records with proper documentation and cost classification. Assist in finalization of accounts and support both statutory and internal audits. Coordinate with Income Tax authorities for submissions, assessments, and related correspondence. Manage tax uploads and filings on statutory portals in a timely manner. Prepare and analyze reports using Excel (Pivot Tables, VLOOKUP, HLOOKUP) and Power BI for MIS and management reporting. Support monthly management accounting and other internal financial review processes. Candidate Requirements B.Com (Hons) graduate with 3 to 5 years of relevant experience, preferably within the finance, services, or outsourcing industry. Candidates who have completed CA Inter or Articleship and are now focused on industry careers (without actively pursuing CA) will be given preference. Strong hands-on experience in accounting, taxation, payroll, and compliance. Proficiency in Tally Prime and Microsoft Excel (including Pivot Tables, VLOOKUP, HLOOKUP) is essential. Exposure to process automation using Tally add-ons, Excel utilities, Power Bi, or workflow tools is highly desirable. Sound understanding of GST, TDS, EPF, ESI, Income Tax, and payroll compliance processes. Must be detail-oriented, well-organized, and capable of handling confidential data responsibly and are also able to work both independently and in a collaborative team environment Why Join SandMartin? Exposure to international accounting practices Supportive team environment and a growth-oriented culture Access to training programs and continuous learning opportunities

Job description We are seeking a proactive and strategic Automation, Transformation & Business Excellence Assistant Manager to lead automation initiatives and drive business process improvements. The role focuses on leveraging technology and best practices to optimize operations, enhance quality, and deliver superior client outcomes. The ideal candidate will combine strong technical knowledge with business acumen and change management skills to enable successful transformation and operational excellence. Key Responsibilities: Lead end-to-end automation projects using RPA, AI, and other digital tools to streamline international accounting processes. Develop and execute transformation strategies aligned with business objectives to improve efficiency and scalability. Collaborate with cross-functional teams (Finance, Tax, Audit, Operations, IT) to identify automation and process improvement opportunities. Implement continuous improvement methodologies such as Lean, Six Sigma, or Agile to drive operational excellence. Define, monitor, and report on KPIs to assess the effectiveness of automation and transformation initiatives. Manage stakeholder communication and change management to ensure smooth adoption of new processes and systems. Conduct process mapping, root cause analysis, and gap assessments to support business excellence projects. Ensure compliance with internal policies and regulatory standards during implementation of transformation activities. Coordinate with vendors and manage third-party automation tools and services. Provide regular updates and presentations to senior management on project progress and business impact. Required Qualifications & Skills: Bachelors degree in Business Administration, Finance, Information Technology, or related field; MBA or relevant certifications (Lean Six Sigma, PMP, CBPA) preferred. Minimum 7 years experience in automation, transformation, or business excellence roles within an international accounts or KPO environment. Strong understanding of international accounting standards and global business processes. Hands-on experience with automation platforms such as UiPath, Blue Prism, Automation Anywhere, or equivalent. Excellent analytical, project management, and problem-solving skills. Strong communication, leadership, and stakeholder management abilities. Ability to thrive in a fast-paced environment and manage multiple projects simultaneously. What We Offer: Opportunity to lead cutting-edge automation and transformation projects impacting global accounts. Exposure to advanced technologies and global client operations. Supportive and growth-focused work culture. Competitive salary and comprehensive benefits.

Role Summary:- The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning. The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting. Key Responsibilities 1. Investment Strategy & Portfolio Management Formulate and execute investment strategies across asset classes including equity, debt, mutual funds, PMSs, AIFs, structured products, and real estate. Monitor market trends, economic developments, and geopolitical shifts to identify new investment opportunities and risks. Continuously evaluate portfolio performance, rebalance allocations, and provide strategic reallocation advice. Analyze underperforming assets and recommend divestment or repositioning strategies. Oversee overseas investments including ODIs, ensuring compliance and reporting standards are met. 2. Market Research, Analysis & AI Integration Conduct fundamental and technical analysis across global markets, sectors, and instruments. Use AI-based tools (e.g., ChatGPT, CoPilot, Power BI, Trend forecasting platforms) for market research, sentiment analysis, and predictive modeling. Automate regular investment research, risk monitoring, and reporting using intelligent dashboards and platforms. 3. Stakeholder & Advisor Engagement Interact with wealth advisors, fund managers, and AMCs; review and incorporate investment recommendations. Participate in and document monthly performance reviews; prepare actionable follow-ups and insights. Develop and manage strong relationships with bankers for working capital, term loans, foreign currency loans, and derivative limits. 4. Real Estate Investment Oversight Source, evaluate, and manage real estate investments. Conduct due diligence, oversee contracts and negotiations, and monitor asset performance. Collaborate with legal, finance, and operations teams to ensure effective property lifecycle management. 5. Treasury & Currency Risk Management Manage liquidity and cash flow positions to meet short-term and strategic funding needs. Review and advise on currency hedging strategies, including options and futures, in response to market volatility. Monitor mark-to-market (MTM) movements and ensure proactive risk mitigation. 6. Financial Operations & Reporting Maintain detailed transaction records, dividend and interest income, capital gains, and loss carry forwards. Utilize platforms such as MoneyControl, MProfit, ValueResearch, and advanced Excel for portfolio and MIS tracking. Generate daily, fortnightly, and monthly MIS reports on ROI, asset allocation, capital gains, etc., with relevant commentary and strategic recommendations. Prepare cash flow statements and assist in budgeting and financial planning for the Family Office. 7. Risk, Audit & Compliance Implement risk management strategies including diversification and hedging. Ensure compliance with SEBI, RBI, and other regulatory bodies across asset classes and geographies. Perform periodic asset audits to verify asset accuracy, compliance, and portfolio integrity. Collaborate with legal, compliance, and finance departments to ensure adherence to internal controls and external regulations. Candidate Profile:- 5+ years of experience in investment management, family office operations, or portfolio advisory roles. Hands-on experience in managing multi-asset class portfolios and treasury functions. Strong financial modeling, portfolio analysis, and forecasting capabilities. Proficiency in investment platforms such as MProfit, Moneycontrol, ValueResearch, and advanced Excel. Exposure to AI-powered financial tools for research automation, dashboarding (e.g., Power BI, Tableau), and productivity enhancement. Familiarity with forex hedging, derivative products (F&O), and global investment instruments. High level of integrity, ownership, and discretion in handling confidential investment data. Excellent analytical, problem-solving, and communication skills. Ability to work independently with minimal supervision while collaborating cross-functionally. Attention to detail with a strategic mindset and goal-oriented approach. Why Join SandMartins Family Office? This is a high-impact role offering direct exposure to strategic decision-making at the promoter level. You will manage diversified assets, gain international investment exposure, and be part of a progressive environment that values technology, innovation, and performance.

We are seeking a proactive and strategic Automation, Transformation & Business Excellence Manager to lead automation initiatives and drive business process improvements. The role focuses on leveraging technology and best practices to optimize operations, enhance quality, and deliver superior client outcomes. The ideal candidate will combine strong technical knowledge with business acumen and change management skills to enable successful transformation and operational excellence. Key Responsibilities: Lead end-to-end automation projects using RPA, AI, and other digital tools to streamline international accounting processes. Develop and execute transformation strategies aligned with business objectives to improve efficiency and scalability. Collaborate with cross-functional teams (Finance, Tax, Audit, Operations, IT) to identify automation and process improvement opportunities. Implement continuous improvement methodologies such as Lean, Six Sigma, or Agile to drive operational excellence. Define, monitor, and report on KPIs to assess the effectiveness of automation and transformation initiatives. Manage stakeholder communication and change management to ensure smooth adoption of new processes and systems. Conduct process mapping, root cause analysis, and gap assessments to support business excellence projects. Ensure compliance with internal policies and regulatory standards during implementation of transformation activities. Coordinate with vendors and manage third-party automation tools and services. Provide regular updates and presentations to senior management on project progress and business impact. Required Qualifications & Skills: Bachelors degree in Business Administration, Finance, Information Technology, or related field; MBA or relevant certifications (Lean Six Sigma, PMP, CBPA) preferred. Minimum 7 years experience in automation, transformation, or business excellence roles within an international accounts or KPO environment. Strong understanding of international accounting standards and global business processes. Hands-on experience with automation platforms such as UiPath, Blue Prism, Automation Anywhere, or equivalent. Excellent analytical, project management, and problem-solving skills. Strong communication, leadership, and stakeholder management abilities. Ability to thrive in a fast-paced environment and manage multiple projects simultaneously. What We Offer: Opportunity to lead cutting-edge automation and transformation projects impacting global accounts. Exposure to advanced technologies and global client operations. Supportive and growth-focused work culture. Competitive salary and comprehensive benefits.

Job Summary: We are seeking a proactive and strategic Automation, Transformation & Business Excellence Manager to lead automation initiatives and drive business process improvements. The role focuses on leveraging technology and best practices to optimize operations, enhance quality, and deliver superior client outcomes. The ideal candidate will combine strong technical knowledge with business acumen and change management skills to enable successful transformation and operational excellence. Key Responsibilities: Lead end-to-end automation projects using RPA, AI, and other digital tools to streamline international accounting processes. Develop and execute transformation strategies aligned with business objectives to improve efficiency and scalability. Collaborate with cross-functional teams (Finance, Tax, Audit, Operations, IT) to identify automation and process improvement opportunities. Implement continuous improvement methodologies such as Lean, Six Sigma, or Agile to drive operational excellence. Define, monitor, and report on KPIs to assess the effectiveness of automation and transformation initiatives. Manage stakeholder communication and change management to ensure smooth adoption of new processes and systems. Conduct process mapping, root cause analysis, and gap assessments to support business excellence projects. Ensure compliance with internal policies and regulatory standards during implementation of transformation activities. Coordinate with vendors and manage third-party automation tools and services. Provide regular updates and presentations to senior management on project progress and business impact. Required Qualifications & Skills: Bachelors degree in Business Administration, Finance, Information Technology, or related field; MBA or relevant certifications (Lean Six Sigma, PMP, CBPA) preferred. Minimum 7 years experience in automation, transformation, or business excellence roles within an international accounts or KPO environment. Strong understanding of international accounting standards and global business processes. Hands-on experience with automation platforms such as UiPath, Blue Prism, Automation Anywhere, or equivalent. Excellent analytical, project management, and problem-solving skills. Strong communication, leadership, and stakeholder management abilities. Ability to thrive in a fast-paced environment and manage multiple projects simultaneously. What We Offer: Opportunity to lead cutting-edge automation and transformation projects impacting global accounts. Exposure to advanced technologies and global client operations. Supportive and growth-focused work culture. Competitive salary and comprehensive benefits.

Summary:- We are looking for a seasoned and proactive Manager with 7-10 years of experience in Canadian accounting and taxation , preferably in an outsourcing (BPO/KPO) setup. The ideal candidate will possess a strong foundation in Canadian GAAP, CRA regulations, and end-to-end compliance processes including T1, T2, T4, GST/HST filings. This individual should have a proven track record of leading teams (10+ members) and managing direct client relationships with Canadian businesses or CPAs . Strong leadership, excellent communication, and hands-on experience with accounting and tax software like QuickBooks, CaseWare, TaxCycle, and Xero are essential for this role. Role Summary: This is a client-facing leadership role responsible for managing a team of Canadian tax and accounting professionals. The Manager will lead end-to-end service delivery , ensure regulatory compliance , and be accountable for client satisfaction, performance reviews , and team development . The role requires strong technical expertise, people management, and communication skills. Key Responsibilities: Client Relationship Management: Act as the main point of contact for Canadian clients including CPAs and businesses across provinces. Lead client calls, understand client expectations, and manage the delivery of all accounting and taxation services. Proactively handle client queries, escalations, and service issues. Participate in onboarding and transition of new clients. Team Leadership & People Management: Lead, mentor, and manage a team of 10+ accounting and tax professionals . Assign workloads, monitor productivity, and ensure deliverables are met with quality and timeliness. Conduct training sessions , knowledge-sharing meetings, and performance reviews . Identify team development needs and plan upskilling strategies. Accounting & Tax Compliance: Supervise and review preparation of: Financial Statements and Working Papers T1 (Personal Tax Returns) T2 (Corporate Tax Returns) T4, T5, GST/HST filings Ensure month-end/year-end closing processes are completed, including bank and ledger reconciliations. Keep up-to-date with changes in CRA regulations , Canadian tax laws, and compliance requirements. Oversee documentation, workpapers, and ensure compliance with internal control standards . Process Management & Quality Control: Identify and implement process improvement and automation opportunities . Develop SOPs and standardized work templates across client engagements. Ensure adherence to SLA/KPI metrics , conduct internal audits and peer reviews. Liaise with internal quality and transition teams for service excellence. Technical Proficiency: Canadian GAAP and CRA guidelines. Accounting & tax software expertise in: QuickBooks Desktop/Online CaseWare TaxCycle Xero ProFile Excel (Advanced) Soft Skills: Strong leadership and decision-making abilities. Excellent English communication skills, both verbal and written. Ability to work independently and manage multiple clients and projects simultaneously. Analytical mindset with attention to detail and documentation. What We Offer: A leadership position with high visibility in a growing Canadian division. Exposure to global clients and diverse accounting/taxation scenarios. Dynamic and collaborative work environment. Structured career growth path with international exposure and upskilling opportunities. Attractive salary package with performance-linked incentives.

Role Summary: This role is an excellent opportunity for fresh B.Com graduates to begin their career in accounting by joining our Internal Accounts team . You will gain hands-on exposure to Tally Prime, MS Excel, and compliance processes while working closely with senior professionals on day-to-day financial operations. Key Responsibilities: Record and maintain daily accounting entries in Tally Prime Manage accounts payable/receivable transactions Assist in GST, TDS, and compliance-related filings Prepare and analyze reports using MS Excel (VLOOKUP, Pivot Tables, etc.) Support month-end and year-end closing activities Collaborate with internal departments to ensure smooth financial operations Desired Skills & Knowledge: Strong knowledge of Tally Prime Proficiency in MS Excel Basic understanding of accounting principles Detail-oriented with analytical mindset Good communication skills & eagerness to learn Eligibility: Fresh B.Com graduates (01 year experience) Candidates with internship exposure in accounts will be preferred What We Offer: Practical exposure to end-to-end accounting processes Learning opportunities in compliance and financial reporting Growth-oriented and supportive work environment