Team Member - Trust Administration-Estate Planning-Estate Planning

Background:
Kotak Mahindra Trusteeship Services Limited acts as Trustee to private familyTrusts set up by HNI clients. The Trust administration team looks after theoperations, service and other administrative activities for these Trust clients.Transaction Processing:Execution of Investments / Distribution to beneficiaries / Payment toVendors / Consultants within the stipulated timeCoordination with Internal Teams & Authorized signatories for timelyexecution of InvestmentsEnsuring timeliness & Utmost AccuracyEnsuring Trust Investments are reviewed frequently by the InvestmentAdvisorsEnsuring process prepared are Implemented, reviewed & updated atregular intervals.Accounting & Taxation:Ensuring regular review of the Books of Accounts & yearly AuditFinalizing and sending Advance Tax Calculation every quarter to TrustsClients and ensuring timely paymentPreparing and Filing Income Tax Returns, TDS returns & GST returns ofTrust ClientsAssistance on matters pertaining to Income Tax Assessment andScrutiny for Trust ClientsCo-ordination with Auditors for matters pertaining to Income Tax Audit,GST etc.Co-ordination with Internal Auditor for matters pertaining to Internalprocess Audit.Risk & Technologies:Ensuring periodic review of database from risk perspective and to ensurethat it is up-to dateSeek for Technology solution in coordination with BSG Team toautomate work process with objective to increase work efficiency &better client service.MIS:Understanding Trusteeship Fee Structure & reviewing Trusteeship FeecalculationJob Role:Ensuring all documents pertaining to Trust Clients are filed and savedproperlyTo be backup for client documentation work pertaining to Setting up ofTrusts (timely execution of engagement letter and Deeds) and closure ofTrusts whenever applicable (timely execution of processes).Chartered Accountant with Minimum 2 to 3 years work experience postqualificationGood knowledge in Accounting and Income-Tax for Private FamilyTrusts with detailed knowledge of accounting for Investments andCapital Gains computationAdequate experience in Accounting and Taxation during ArticleshipAbility to coordinate & interact with Multiple Stake holders across Teams,Business & with Individuals within organization across levelsSolution oriented with Strong communication skillsSelf-motivated with a passion to achieve & Team Player.Job Requirements: