39 Trust Accounting Jobs

Role & responsibilities Audit of all individuals Accounts, Finalization of Balance sheets file all individuals returns in time. Follow up with consultants. Maintain Bank Balances do plan for fund releasing & others. Do certain entries in books. Net Worth Certificates of Directors & Guarantors. Audit & checking of Trusts accounts, Finalization of Balance sheets, match ledgers for concern account. Follow up with concerned person for Change report, go to Court etc. Audit & checking of Parekh Family accounts, Finalization of Balance sheets, Follow up with management do certain entries in accounts. Audit & checking of Corporate accounts of Eastern, Unicorn & Jay Bharat Petroleum's Limited. Tax Au...

Company Description E Help Education & Migration, founded in 2015, is a reputable consultancy firm dedicated to helping individuals achieve their educational and career goals abroad. With over a decade of experience, we offer personalized education consulting and comprehensive migration services to navigate the complexities of immigration procedures. We have established strong partnerships with leading educational institutions and migration authorities globally. Guided by the values of excellence, trust, empowerment, and inclusivity, we prioritize delivering high-quality services and utmost client satisfaction. Role Description As the Principal Solicitor , you will be the founding legal lead...

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count ...

About Organization Finbuzz Financial Services is outcome of extensive effort and expertise of core members in USA Defined Contribution/401k Plan Administration. We are a KPO & serve US based CPAs and Pensions experts. We provide support/back end services to them in administration of Pension Plan (or 401k Plan). Job Description for the position of Financial Analyst/Senior Financial Analyst Location- Hyderabad Exp 1-5years Shift Slot Day Timings Job Purpose: Performs 401k Plan Administration assignments based on Balance Forward platform. Job Responsibilities: Technical Responsibilities: Responsible for operational tasks associated with Defined Contribution plans in compliance with plan provisi...

As an experienced Offshore Tax Preparer at our U.S.-based accounting firm, your role will involve focusing solely on preparing federal and state tax returns for both individuals and business entities. You will collaborate with the onshore team and contribute to ensuring tax compliance while not directly engaging with clients. Key Responsibilities: - Prepare federal tax returns, including Form 1040, 1041, 1120S, 1120, and 1065. - Accurately prepare supporting schedules for depreciation, basis, allocations, and distributions. - Handle state tax filings and compliance across multiple jurisdictions. - Assist with extensions and amended returns as necessary. - Ensure all returns comply with IRS a...

Roles Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accurately process high volume within the specified time frame. Identify the issues/problems related to processes if a...

Role & responsibilities To lead the compliance related activities for the Board and CSR committee and to provide assurance/certification that all provisions applicable are complied with in accordance with the CSR law and rules. To ensure that the trusts which are undertaking CSR activities are well supported with accounting systems, guidelines, have proper control mechanisms. To ensure that the Trusts undertaking CSR activities file all due statutory returns in time. To support Trust / Implementing Agencies with proper Revenue and capital Budgeting and cost analysis. To prepare approval requests for CSR Spends in accordance with internal guidelines and to ensure that amounts are spent in lin...

Responsibilities: * Manage financial records & reporting - for multi branch operations with consolidation for B/s and return, 80G, 12A * Oversee work of branch accountants, consolidate branch a/c compliance with TDS - return filing use tally Provident fund

Role & responsibilities Role Title: Relationship Manager TASC Department: Banking / Corporate / Institutional Reports To: TASC Head / Branch Head Key Responsibilities Manage and grow a portfolio of TASC (Treasury, Asset, Syndication, Corporate) clients Build long-term relationships with clients — understand their needs, propose solutions Cross-sell banking products (loans, trade services, treasury, cash management, investment) Prepare credit proposals, risk assessment & compliance / KYC documentation Achieve targets (new clients, revenue, portfolio growth) Liaise with internal teams (credit, operations, compliance) Monitor and review customer accounts; ensure good quality of portfolio Stay u...

Role & responsibilities Preparing vouchers / Data entry of daily transactions and updating data in additional fields in system from relevant documents Knowledge of Laws and compliances of Charitable Trusts Day to day Banking transactions, Bank Reconciliation, Bank Compliances like KYC updation, Balance certificates, addition / deletion of signatories etc. Tracking daily Bank/Liquid Balances and sending report Follow ups with parties for documents, Proper Filing and Scanning of documents, attaching scan of relevant documents in system and managing records To complete formalities of new investments and maturity or renewal before due date Compiling details/documents for requirement of Statutory...

Key Responsibilities: Manage day-to-day finance and accounting operations of the Section 8 Company. Maintain timely and accurate Cash Flow Statement reconciled with Bank Statements. Provide end-to-end support to the CSR team for Finance related areas. Ensure timely release of payments with accurate accounting and applicable TDS. Regularly follow up on Utilization Certificates from the donees and statutory submissions to various statutory authorities. Support Company Secretarial team in ROC compliances for Section 8 company. Prepare and provide inputs for Annual Report of Section 8 Company. Track and compute CSR spends in line with statutory requirements. File Income Tax Returns, Tax Audit Re...

A Spiritual organization and charitable trust is looking to hire Graduate / SQ CA with 2+yrs of experience in handling receipts, billing and vendor payments, GST, TDS filings, transactions, audit support and other finance operations. Required Candidate profile - 2+ years of proven experience in accounting. - Exp. in Account Receivable, Accounts Payable, GST, TDS, MIS reporting. - Hands on exp with Tally software. - Must have strong knowledge on MS office.

This Opportunity is with Leading Insurance Firm in Vikhroli, Mumbai Roles & Responsibilities: Experience of Employee Benefits in Insurance domain Processing of Monthly/Weekly/Daily request for addition/deletion/correction of employee for all accounts Prepare premium calculation and ensure master file is consistently updated and maintained Check and maintain Cash Deposit trail balance Ensure issuance of E-cards in timely manner Book the revenue on the system, ensuring all the transactions are accurately recorded and aligned with the clients requirements Holds Technical Expertise in Policy Types and Wordings Understanding of best practices in business processes and quality assurance. Commitmen...

Hyderabad, Telangana Full time Opening on: Aug 27 2025 In Office Add to favorites Favorited View favorites Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accuratel...

About us: Befree is a leading provider of accounting and finance outsourcing solutions across the globe. For nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands of accountants and finance professionals worldwide. We combine our deep industry knowledge with technology and automation to co-create innovative and customized yet scalable outsourcing and automation solutions. Befree is an ISO - 27001 certified company and GDPR compliant, making our offices and systems on par with international best practices for information security management. Visit our website to learn more about our amazing culture and employees: https://befreeltd.com/ Role: US B...

Add to favorites Favorited View favorites Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accurately process high volume within the specified time frame. Identify t...

Daily Work Management and processing Written and Verbal communication with onshore business partners Process reporting and training Ensuring compliance of all internal and client policies Providing timely updates to AM and Onshore counterparts Conduct Fund/Trust Accounting related activities Assists staff with general project and administrative support while learning the job Supports and assists in data entry and data management activities Assists in the processing and distribution of monthly reports Attends training sessions and assessment clearance Provide support on special projects Note: Applicants should be flexible working in shifts What you need to have: Knowledge on Fund or Trust Acc...

Manage and grow Current account acquisition from specific ecosystem namely Education, Healthcare, Real Estate (RERA), Housing Societies and Startups capture the entire ecosystem of the relationship namely vendors,customers, employeesstakeholders etc.

Urgent Hiring For Pension Channel Exp:-2 years in Sales, with a minimum of 6 months in the BFSI industry CTC: 4 LPA + Monthly Incentives Contact Person:HR Snehal:8788255050

Donor Relationship Management Grant Management & Compliance Monitoring & Reporting Donor Communication & Content Development Prospecting & Research System & Profile Management General Support Required Candidate profile Relevant experience in acquiring :- New Donors Maintaining donor relations & fundraising CSR partnerships grant management in the development sector.

As the Cluster Head of TASC & Govt Business for a leading bank, you will be responsible for driving the growth of the business in the region. You will be the face of the bank in the region and will be responsible for developing and executing strategies to increase the market share. You will be responsible for managing the team and ensuring that the team meets the targets set by the bank. You will also be responsible for developing relationships with key stakeholders in the region. You will be the go-to person for all the queries related to the business in the region. Job Description To handle a team of Relationship Managers to Acquire & Manage relationships of Trusts, Associations, Societies...

We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regu...

Role & responsibilities: Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet. Review the inflows and outflows in the mapped TASC accounts and also proactively identify business generation opportunities. Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stock brokers. Involved in increasing customer engagement through c...

Job Title: Team Lead Customer Service Support (Tier 3) Location: Hyderabad Key Responsibilities: HR CHARLIE: 7330616341 [ Send your Resumes to WhatsApp - Don't call ] 1. Team Leadership & Performance Management: Lead a team of Customer Service Support Tier 3 Agents (Tier 3) , ensuring high-quality service delivery. Monitor team performance, KPIs, and SLAs , ensuring adherence to process guidelines. Provide regular coaching, training, and feedback to enhance team efficiency. 2. Escalation & Case Management: Handle high-priority and complex policy escalations related to E commerce - Market Place Store. Support agents in troubleshooting developer concerns regarding compliance and enforcement ac...

Inter CA / M. Com / B. Com with Minimum 5+ Years of Experience in Accounting field. Hands-on experience with GST, Income Tax & other statutory compliances. Managing day-to-day accounting operations, GST, TDS, bank reconciliations, etc. Required Candidate profile Have basic understanding of GST & TDS provisions & shall be able to use that in day to day accounting. To prepare and handle day to day banking transactions & reconciling them with books of accounts. Perks and benefits Negotiable - Depending Upon Candidate & Experience