ADVISORY ASSOCIATE JOB DESCRIPTION

An Advisory Associate handles the kind of accounting and tax work that requires judgment, not just process knowledge. The role owns client-facing engagement delivery - from preparing financial statements and SEC filings to consulting on transfer pricing structures and US GAAP compliance questions that arise mid-transaction. Straightforward to describe. Hard to do well. Within a professional services firm, the Advisory Associate sits between junior staff and senior managers, taking direction on engagement strategy while independently executing the analytical and compliance work that clients depend on for their financial reporting and regulatory obligations.

As the Advisory Associate, you translate complex accounting and tax requirements into clear, defensible deliverables for clients navigating mergers, divestitures, new accounting standards, and regulatory filings. You work within an engagement team, typically reporting to a senior manager or director, serving clients across industries that range from public companies with SEC reporting obligations to privately held businesses managing multi-jurisdictional tax exposure.

Career Impact: Hands-on experience advising clients through US GAAP transitions, purchase price allocations, and incurred cost submissions builds technical depth that senior-level accounting roles in public practice and industry consistently require.

Business Impact: When clients face M&A transactions, IPO readiness reviews, or indirect tax audits, the accuracy and timeliness of the Advisory Associate's work directly determines the quality of financial disclosures and regulatory submissions those clients file.

Growth Opportunity: Exposure to engagements spanning tax compliance, valuation, and process improvement accelerates the path toward a CPA license and positions the associate for senior advisory or manager-level roles within a multi-year timeline.

• Prepare and review financial statements, tax returns, and regulatory filings to meet client reporting deadlines and compliance standards.
• Consult on complex accounting transactions including purchase price allocations, revenue recognition changes, and accounting framework conversions.
• Execute client engagements from planning through delivery, coordinating workstreams and managing timelines under senior supervision.
• Research applicable accounting standards and tax regulations to support client recommendations on technical matters.
• Liaise with client management, external auditors, and audit committees to gather information and communicate advisory findings.
• Monitor regulatory developments including indirect tax rule changes and new reporting requirements that affect assigned client portfolios.
• Support business development by contributing to proposals, pitch documents, and engagement budgets as directed.
• Mentor junior staff and coordinate with in-house specialists to deliver integrated solutions across service lines.

• Bachelor's degree in Accounting, Finance, or a related discipline, or equivalent work experience.
• 1 or more years of client-facing advisory, audit, or tax consulting experience, with direct exposure to financial statement preparation or tax compliance engagements.
• Working knowledge of US GAAP, SEC reporting requirements, or relevant international accounting standards applicable to the engagement context.
• Demonstrated ability to manage multiple concurrent client engagements while maintaining accuracy and meeting regulatory deadlines.
• Strong written and verbal communication skills, with proven ability to present technical findings to non-specialist client stakeholders.
• Analytical and critical thinking skills applied to ambiguous accounting and tax questions with high-stakes compliance implications.
• Ability to travel to client sites and work additional hours during peak engagement periods as required.

• Active pursuit of or completion of a CPA, CFA, CISA, or equivalent professional certification relevant to the advisory specialization.
• Experience with indirect tax advisory, transfer pricing documentation, or government contract cost accounting under FAR.
• Familiarity with SEC filing processes, IPO readiness reviews, or M&A due diligence workflows in a professional services context.
• Advanced proficiency in financial modeling and valuation analysis, including DCF and multiples-based approaches.

• Engagement delivery rate, measured as the percentage of client projects completed on time and within budget.
• Technical accuracy rate on financial statements and tax filings, tracked through quality review findings per engagement.
• Utilization rate against targeted billable hours, reflecting productive client-facing time each period.
• Client retention signal, measured by repeat engagement or expansion of scope on existing accounts.
• Regulatory finding rate, tracking the number of compliance errors identified post-submission across managed filings.
• Typical tools: spreadsheet and modeling software (commonly Microsoft Excel); presentation tools (commonly Microsoft PowerPoint).

• Base Salary Range: $60,000 to $85,000 annually, depending on specialization and location.
• Bonus: performance-based annual bonus, typically 5 to 15% of base salary.
• Equity: not standard at this level in professional services.
• Health Benefits: medical, dental, and vision coverage; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: CPA exam support and study reimbursement; professional development stipend; client travel reimbursement.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment is contingent on a successful background check, which may include verification of education, employment history, and professional credentials. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations for qualified individuals with disabilities are available throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Advisory Associate shapes the full debt advisory cycle for Savills clients and internal teams navigating the debt markets, from analysing real estate financing opportunities to running live debt processes on advisory mandates. Working across capital markets teams and reporting into the Savills advisory business, the Advisory Associate delivers advice that enables clients and internal stakeholders to execute informed financing decisions.

Key Responsibilities

• Analyse real estate financing opportunities.
• Prepare formal pitches and proactive proposals to clients.
• Liaise and negotiate with clients and lenders.
• Collaborate with capital markets teams on spec work and client mandates.
• Work on investment memorandums and other client and market-facing collateral.
• Participate in divisional and sector working group meetings and follow-ups.
• Run debt processes on advisory mandates.

Required Qualifications

• Strong analytical skills in finance, real estate, or both, interest in and desire to learn more about the real estate sector.
• Skilled in Microsoft Office Suite, particularly PowerPoint and Excel.
• Self-starting and ambitious, positive under pressure, comfortable in a fast-paced, deadline-driven environment.
• Excellent organisational and work prioritisation skills, managing multiple projects through to delivery; ability to use initiative to troubleshoot and offer alternative solutions.
• Strong interpersonal and communication skills with a proven ability to build relationships; capable of taking a lead role in pitches, discussions, and negotiations.
• European languages advantageous but not a prerequisite.

Embedded within an expanding consulting firm, the Advisory Associate supports the implementation, maintenance, and review of corporate policies and internal controls while assisting with technical accounting research on new and proposed standards. Working closely with clients, their auditors, and internal engagement teams, the Advisory Associate delivers compliance and advisory work that helps market-leading companies navigate complex transactions including M&A, divestitures, and IPO readiness.

Core Functions

• Advise market-leading companies on mergers and acquisitions, divestitures, IPO readiness, interim management, and various technical accounting matters.
• Assist with preparing and reviewing quarterly and annual financial statements and SEC filings.
• Assist with developing financial models, forecasts, and related analyses.
• Assist with designing and implementing business process improvement.
• Act as a liaison between clients and their auditors.
• Manage engagements and build client relationships.

Qualifications & Experience

• Bachelor's degree in accounting; advanced degree preferred.
• Working knowledge of US GAAP and/or SEC reporting.
• Ability to work independently and as a collaborative team member, managing multiple client engagements simultaneously.
• Willingness to tackle complex problems with analytical and critical thinking skills; attention to detail and commitment to high-quality client service.
• Excellent interpersonal, verbal, and written communication skills.
• Team oriented with strong desire to contribute to firm growth; willingness to travel to client locations, including occasional overnight travel.

Reporting to senior bankers, the Private Capital Advisory Associate leads execution across a broad range of secondary advisory transactions including GP-led and LP-led liquidity solutions, continuation funds, and portfolio financing structures. Partnering with clients, investors, and internal teams across industries and asset classes, the Private Capital Advisory Associate builds the financial models, pitchbooks, and deal materials that enable equity capital raises in the secondary market.

Primary Duties

• Participate in execution of secondary advisory transactions including GP-led and LP-led liquidity solutions.
• Perform financial valuation, discounted cash flow, and multiples-based analysis; build and operate financial models applicable to the secondary landscape.
• Prepare pitchbooks and live deal materials such as offering memorandums.
• Manage day-to-day execution on live transactions, coordinating across all key stakeholders.
• Conduct industry and product research, analyse detailed private equity fund, corporate, and financial information.
• Support senior bankers in managing key transaction workstreams, develop understanding of secondary transaction legal documentation and run term sheet responses.
• Provide training and mentoring to analysts, proactively monitor news and events pertaining to clients and the secondary market.
• Demonstrate consideration for the firm's reputation, interact directly with clients and investors.

Skills & Qualifications

• Bachelor's degree.
• Prior relevant experience in secondary private equity investing or at a secondary advisory firm in a front office investment banking environment is required.
• Experience evaluating fund transactions and structures and building financial models; ideally with GP-led transactions managed end-to-end.
• Demonstrated problem-solving, organisational, and business development skills including collecting research and analysing industry/market trends.
• Consistently demonstrated clear and concise written and verbal communication skills.
• Self-starter with ability to work in a fast-paced environment.

Sitting at the intersection of regulatory compliance and client relationship management, the Advisory Associate carries out compliance reviews, regulatory horizon scanning, and implementation of regulatory regimes for a portfolio of appointed representatives and clients. Operating across the IQ-EQ RegCom network and the wider IQ-EQ group, the Advisory Associate supports business plan delivery and ensures regulatory registrations and internal governance standards are consistently maintained.

Duties

• Carry out ongoing and ad-hoc tasks around client communications, regulatory horizon scanning, and compliance reviews.
• Assist with implementation of regulatory regimes and changes in policies or processes.
• Develop deep relationships with appointed representatives and clients; escalate issues and identify offboarding risks where appropriate.
• Analyse technical issues, provide recommendations, and train and guide colleagues on those issues.
• Provide input to the Investment Committee process as directed.
• Maintain regulatory registrations with applicable regulators including the SEC and NFA.
• Collaborate with IQ-EQ RegCom colleagues and the wider IQ-EQ group; assist with delivery of the business plan and team objectives.
• Follow policies and procedures around conduct risk, client communications, and product governance; take responsibility for own learning and development.

Requirements

• Degree-level education preferred.
• 3 years of broad-based experience in a compliance role within a financial services firm, ideally a fund or asset manager.
• Good understanding of FCA regulatory requirements on investment businesses, familiarity with client communications and financial promotions regime is a benefit.
• Ability to interpret complex regulatory standards and translate them into implementable policies, processes, or procedures.
• Can-do mentality with awareness of risk management, compliance oversight, and strong relationship-building skills with internal and external stakeholders.
• Excellent written English, good project management skills including planning, delivery to deadlines, and issue management.
• Experience in client-facing roles with focus on quality and deadlines, comfortable working within a team environment with shared goals.

A key member of the risk advisory practice, the Risk Advisory Associate builds comprehensive assessments of business processes and IT controls to identify risk and improvement opportunities across client engagements. Collaborating with risk teams, client management, and practice leadership, the Risk Advisory Associate executes information systems assessments and business process control reviews from start to completion.

Functions

• Evaluate and test business processes and IT controls and identify areas of risk.
• Apply current knowledge of trends to identify business risk management issues and opportunities for improvement.
• Work with risk teams and clients to plan engagement strategy, define objectives, and address business process and IT control risks.
• Execute client engagements from start to completion, including information systems assessments and business process control reviews.
• Gain comprehensive understanding of client operations, processes, and business objectives and apply that knowledge on engagements.
• Assist practice leadership in creating proposals, budgets, and work plans, participate in business development and recruiting efforts.
• Meet or exceed targeted billing hours.

Experience & Qualifications

• Bachelor's degree in Accounting, Information Technology, MIS, or related field, Master's degree is a plus.
• Major and overall GPA of 3.2/4.0.
• Desire to pursue CPA, PMP, CISA, CISSP, CIA, CAMS, or CISM certification.
• Ability to travel 60–100% as required and work additional hours as needed.
• Exceptional client service skills with demonstrated ability to develop and maintain outstanding client relationships.
• Excellent analytical, written, verbal, and presentation skills; strong organisational and project management skills.
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-based team environment.

Trusted accounting advice on complex regulatory and strategic business changes depends on the Accounting Advisory Associate II, who consults on transactions including mergers, acquisitions, divestitures, IPO readiness, and new accounting standard adoptions. Based within Grant Thornton's Accounting Advisory Service practice and collaborating across regional and functional teams, the Accounting Advisory Associate II enables clients to navigate regulatory change and identify growth opportunities through an integrated service model.

Accountabilities

• Consult on complex accounting transactions and ensure work is performed timely, with quality, and in compliance with regulatory requirements.
• Engage client stakeholders including external auditors, audit committees, and client management to identify, assess, and deliver correct advice.
• Identify regulatory and market trends applicable to clients and become a trusted advisor.
• Build relationships within and outside of Grant Thornton; leverage existing network to identify new opportunities.
• Collaborate within the Accounting Advisory Service practice across regional and functional teams to identify whitespace opportunities and deliver an integrated client experience.

Technical Qualifications

• Bachelor's degree in accounting, economics, finance, mathematics, or related discipline.
• Minimum 1 year of relevant experience in financial statement audits, accounting advisory services, or corporate accounting/finance with a focus on complex accounting transactions.
• Strong technical skills and deep understanding of at least one to two specific industries or marketplaces.
• Strong written and verbal communication, presentation, client service, technical writing, and research skills.
• Leadership and developmental skills to motivate, train, and mentor team members under tight deadlines or complex situations.
• Ability to travel on short notice and work additional hours as needed; travel approximately 30%.

As the Advisory Associate, this role leads the preparation of capital raise materials, valuation models, and financial due diligence for sell-side client transactions within the regenerative food and agriculture sector. The Director of Advisory Services relies on this work to ensure clients receive accurate, well-researched transaction support while PCG maintains a consistent presence at industry conferences.

Activities

• Lead preparation of capital raise materials including investment memorandums and pitch decks.
• Develop and maintain valuation models leveraging multiples and DCF methods.
• Set up and maintain customer data rooms, support internal compliance processes.
• Lead financial and strategic due diligence on prospective clients.
• Perform thematic research, deal mapping, and tracking and analysing deal data in the regenerative food and agriculture space.
• Prepare for and attend industry conferences representing PCG, perform general administrative and operational duties as required.

Position Requirements

• Three to five years of experience in finance, investment, or business with a focus on financial modeling and valuation (e.g., Investment Banking, M&A Advisory, Private Equity).
• Working knowledge of deal structuring and closing, experience with small/medium-size businesses.
• Experience evaluating investment opportunities and synthesising investment recommendations.
• Strong business acumen, sense of ownership, and ability to work in a fast-paced, team-based environment with minimal supervision.
• Strong communication, networking, attention to detail, and organisational skills.
• Experience using Salesforce and Pitchbook a plus, expressed interest in sustainable systems, regenerative food and agriculture, and innovative financing structures.

Advisory Associate delivers financial modeling, valuation research, and corporate structuring solutions across a wide range of client engagements within a professional services environment in Pakistan. The work directly supports new business development, engagement management from onboarding through delivery, and coordination with in-house specialists to produce enhanced client solutions.

Operational Focus

• Participate in a wide range of projects and discussions with senior team members, demonstrating creative thinking and individual initiative.
• Assist with engagement management from client onboarding through delivery.
• Research and analyse pertinent client, industry, and financial matters with thorough technical and analytical skills.
• Assist in preparing financial models, conducting research for valuation and financial due diligence, devising shareholding and corporate structuring solutions, and developing financial solutions for clients.
• Develop knowledge of applicable corporate, financial, taxation, and foreign exchange regulatory frameworks in Pakistan, including monitoring changes.
• Adapt to challenging assignments, deliver within stipulated timelines, and coordinate with in-house specialists to deliver enhanced solutions.
• Support new business development through preparation of proposals, pitch documents, and other departmental and administrative initiatives.

Knowledge Skills & Abilities

• Bachelor's in Accounting, Finance, or Business discipline.
• ACCA qualification completed in first attempt preferred.
• Fresh to 1 year of professional experience.
• Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint.
• Effective written and verbal communication skills within a professional services environment.
• Good interpersonal skills with ability to work within a team; self-motivated and willing to enhance technical knowledge.
• Ability to cope with deadline-driven assignments and operate on own initiative through ambiguity.

The Tax Reporting and Advisory Associate II produces income and non-income tax returns, transfer pricing documentation, and tax consulting across client engagements from start to finish. Reporting to senior associates and managers, the Tax Reporting and Advisory Associate II serves clients across multiple tax authorities while evaluating and implementing tax software to increase operational efficiency.

Key Deliverables

• Assist the TRA team with client engagements from start to finish including preparation of tax returns, planning, executing, directing, and completing tax projects.
• Research and consult on various tax matters; respond to inquiries from the State and other tax authorities.
• Utilise tax-related software to prepare and process returns.
• Maintain good working relationships with clients and work effectively with client management and staff at all levels to gather information and perform tax services.
• Work closely with senior associates and managers to promptly resolve client problems or tax issues; gain understanding of client operations and business objectives.
• Attend professional development and training sessions on a regular basis.

Professional Experience

• Bachelor's degree in Accounting.
• Minimum 1 year or 1 busy season of tax consulting experience; public accounting experience a plus.
• Strong computer skills including proficiency in Microsoft Excel.
• Excellent verbal and written communication skills.
• Strong teamwork, analytical skills, and attention to detail.
• Ability to work additional hours or travel as needed.

Reporting to senior tax leadership, the Indirect Tax Projects and Advisory Associate Manager develops and sustains VAT advisory coverage across the EMEA region by ensuring adherence to work processes, responding to indirect tax queries, and maintaining current knowledge of European Indirect Tax rules. Working closely with SSC teams and key business customers, the Indirect Tax Projects and Advisory Associate Manager advances cross-country knowledge transfer and continuous indirect tax reporting coverage.

Areas of Ownership

• Ensure clear adherence to work instructions and processes within the Tax team to enable smooth tax audits and handling of tax authority queries.
• Respond to VAT queries from across the SSC and the broader business.
• Ensure knowledge of European Indirect Tax rules and changes is current for effective participation in projects.
• Develop and sustain efficient relationships with key customers within the SSC; build trust with the SSC team across key business areas.
• Assist in ensuring continuous coverage of indirect tax reporting through cross-country knowledge transfer and common processes and controls.

Background & Experience

• Minimum 6 years of experience in Indirect Tax advisory across most or all of the EMEA region, ideally within both practice and in-house roles.
• Strong SAP knowledge, intermediate to advanced Excel skills.
• Excellent business partnering, communication, and planning skills.
• Ability to manage multiple priorities under pressure and operate efficiently under continuous change.
• Strong attention to detail; flexibility for ad-hoc work and openness to process improvements.
• Good team player with roll-sleeves-up mentality; willingness to learn and drive things forward.

Reporting to senior advisory leadership, the Transactions Advisory Associate leads investment value analysis, purchase price allocations, and complex financial instruments valuation across M&A transactions, reorganisations, and board-level engagements. Partnering with client and internal teams, the Transactions Advisory Associate supports the full spectrum of transaction-related advisory work including fairness opinions, impairment testing, and fresh start accounting valuations.

Role Responsibilities

• Perform investment value analysis, financial reporting valuation, reserve analysis, and fairness opinions.
• Execute tax planning and compliance work.
• Support mergers and acquisitions including purchase price allocations and complex financial instruments valuation and reporting.
• Perform tangible asset valuation, fresh start accounting valuation, and ongoing impairment testing of acquired assets.
• Provide board services with focus on M&A transactions, distributions, liquidations, reorganisations, bankruptcies, spinoffs, or taxable sales of stock or assets.

Education & Experience

• Bachelor's or Master's degree in Accounting and/or Finance, minimum GPA of 3.0/4.0.
• Desire to pursue professional certifications such as CPA, ASA, CFA, CVA, ABV, AVA, CIRA, CTP, CDBV, or PMP.
• High proficiency in Microsoft Excel, PowerPoint, Access, and Word.
• Strong technical aptitude, problem-solving skills, and effective project and time management for multiple simultaneous priorities.
• Ability to work efficiently and effectively in a team environment; enthusiasm to learn through structured, on-the-job, and self-directed training.
• Willingness and ability to travel on short notice and work additional hours as needed.

Sitting at the intersection of financial reporting and tax compliance, the Business Advisory Associate oversees full-cycle accounting, payroll, and tax return preparation for a diverse client base while providing QuickBooks support and participating in strategic special projects. Operating within a client-facing advisory practice and consulting with clients daily, the Business Advisory Associate enables small and mid-sized businesses to maintain accurate financial records and meet regulatory obligations.

Job Functions

• Prepare financial reports including reviews, compilations, cash-flow statements, budgets, projections, and dashboard reports, analyse and reconcile financial accounts and report on budget variances.
• Provide payroll services including processing, tax returns, and registering new businesses for payroll and unemployment taxes.
• Prepare tax returns for individuals, partnerships, C-corporations, S-corporations, trusts, personal property, and payroll.
• Provide QuickBooks support and training; consult with clients daily.
• Assist with compliance, IRS notices, and tax research on various topics.
• Participate in special projects such as strategic planning, exit planning, systems optimisation, and organisational design.

Minimum Qualifications

• Bachelor's Degree in Accounting or related field.
• CPA License preferred but not required.
• 1+ years of public accounting experience.
• Proficient in QuickBooks and MS Excel.
• Excellent oral and written communication skills; exceptional critical thinking and problem-solving skills.
• Strong attention to detail; ability to manage multiple projects, clients, and deadlines.
• Demonstrated leadership qualities and ability to take initiative.

A key member of the advisory team, the Portfolio Advisory Associate develops firm marketing materials and coordinates client-focused projects across research, advisory, legal, and client operations to help clients meet their investment objectives. Collaborating across internal teams and with both existing and prospective clients, the Portfolio Advisory Associate refines knowledge of alternative strategies including private equity, real assets, and hedge funds to support informed client meeting preparation.

What You'll Do

• Maintain and develop firm marketing materials.
• Coordinate client-focused projects across research, advisory, legal/compliance, and client operations teams.
• Collect, organise, and track prospective client information.
• Help with client meeting preparation for both existing and prospective clients, including presentations and ad-hoc projects.
• Continually develop knowledge and expertise of new funds, strategies, and investment opportunities to help clients meet their objectives.

Required Qualifications

• 3–6 years of investment experience with in-depth knowledge of alternative strategies including private equity, real assets, real estate, and/or hedge funds.
• Strong quantitative and qualitative skills; strong Excel skills.
• Highly motivated, organised, and attentive to detail; ability to multi-task and manage projects independently.
• Effective writing and communication skills.
• Positive attitude, team player, and strong work ethic.

Sustained AML and sanctions compliance across the bank's business units depends on the AML Sanction and Advisory Associate, who designs and implements AML/CFT programs, performs daily sanctions clearance, and develops training to maintain regulatory alignment. Serving as an in-house compliance resource, the AML Sanction and Advisory Associate monitors regulatory developments and prepares MIS reports that support ongoing process improvement.

Day-to-Day Responsibilities

• Provide AML/CFT advisory, and maintain updates on AML/sanctions laws, regulations, and new developments.
• Design, develop, and implement effective AML/CFT programs and sanctions compliance programs for the bank and business units.
• Prepare and review AML/CFT MIS reports; monitor and recommend process improvements.
• Perform day-to-day preliminary sanctions clearance as required by the head office; comply with relevant requirements for recording and storing screening evidence.
• Develop training programs and conduct regular testing on AML/CFT programs.

Qualifications & Experience

• Bachelor's degree in accounting, finance, economics, business, or relevant discipline.
• 2–3 years of working experience in AML/compliance advisory or sanctions screening within the banking industry.
• Strong interpersonal and communication skills.
• Able to work under pressure.
• Excellent verbal and written communication skills in English and Cantonese.

As the Risk Advisory Associate, this role actively contributes to the execution and completion of operational, regulatory compliance, and business process control reviews while helping develop practical solutions for identified risks. The advisory team relies on this work to maintain strong client relationships and ensure AML programs and compliance controls are accurately evaluated and clearly communicated.

Scope of Work

• Actively contribute to the team by assisting with execution and completion of operational, regulatory compliance, and business process control reviews.
• Assist with evaluation and testing of Anti-Money Laundering and compliance programs to identify areas of risk.
• Help develop creative and practical solutions for improvements that address identified risks.
• Assist with identifying and communicating technical matters to both clients and the engagement team.
• Develop and help maintain client relationships.

Skills & Qualifications

• Bachelor's degree in a relevant technical field.
• Industry-specific certifications.
• Strong analytical skills and computer proficiency in Microsoft Office, specifically Excel.
• Ability to effectively communicate with management and clients; attentive to details.
• Ability to work overtime and periodically travel to different engagements.
• Bilingual in Spanish.

Business Advisory Associate advances full-cycle bookkeeping, GST reporting, XBRL financial statements, and payroll processing in compliance with Singapore Financial Reporting Standards and IRAS legislation. The work directly supports clients' Annual Return submissions and tax computation obligations while adhering to CPF Act and Employment Act requirements.

Work Activities

• Handle full sets of books/accounts and financial reporting, ensuring compliance with Singapore Financial Reporting Standards and regulatory requirements.
• Prepare and submit GST returns.
• Prepare yearly financial reports in XBRL format for Annual Return submission.
• Process monthly payroll computations and generate payroll reports, including yearly IR8A/IR8E reports.
• Prepare individual and corporate tax computations.

Education & Experience

• Degree or Diploma in Accountancy or equivalent.
• Minimum 3–4 years of relevant experience.
• Knowledge of Singapore Financial Reporting Standards, IRAS legislation, Employment Act, and CPF Act.
• Experience with XERO and MYOB preferred.
• Proficient in MS Office (PowerPoint, Excel, Word).

The Advisory Associate creates structured KYC advisory support for the GFCC Asia Pacific team by managing KYC-related escalations, preparing daily and monthly metrics, and conducting AML/KYC training for CIB/CB business stakeholders. Working closely with GFCC global and regional counterparts and business and operations functions, the Advisory Associate ensures consistent application of global AML program standards across the Asia Pacific region.

Performance Expectations

• Manage KYC-related escalations and provide KYC advisory services to CIB/CB businesses and relevant stakeholders.
• Partner with GFCC global and regional counterparts to ensure consistent application and interpretation of global AML/KYC standards.
• Collaborate with stakeholders to identify and drive streamlining and process enhancement opportunities.
• Prepare daily and monthly KYC metrics.
• Prepare and conduct training on AML/KYC topics to relevant stakeholders as required.
• Assist in ad-hoc assignments and global initiatives.

Core Responsibilities

• At least 3 years of experience in compliance, legal, risk management, client onboarding, or a control function, preferably within a global financial institution.
• Hands-on AML/CFT and KYC advisory experience.
• Familiarity with US, EU, and APAC regulatory regimes applicable to the banking industry; knowledge of cash management, investment banking, and corporate banking a plus.
• Strong research skills; proficient in Word, Excel, and PowerPoint, expert Excel user a plus.
• Strong written and interpersonal communication, self-starter, pro-active, organised, with keen attention to detail and ability to prioritise and work independently.
• Fluent spoken and written English is a must, Mandarin speaker a plus.

Reporting to the Headquarters Compliance advisory team within SCIB's compliance and Conduct function, the HQ Compliance Advisory Associate executes regulatory advice across Markets, Banking & Corporate Finance, Global Debt Finance, and Global Transaction Banking. Partnering with regulators, senior management, and business units, the HQ Compliance Advisory Associate identifies regulatory risks and implements compliance programs that keep SCIB activity aligned with applicable market regulation.

Strategic Initiatives

• Provide regulatory advice to Business units including Markets, Banking & Corporate Finance, Global Debt Finance, and Global Transaction Banking.
• Implement and follow up on regulatory policies; identify regulatory risks arising from SCIB activity.
• Participate in regulatory projects within the SCIB Division and implement relevant compliance programs.
• Manage information requests from regulators and participate in meetings with them as necessary.
• Participate in developing materials to present to senior management.

Background & Experience

• Bachelor's degree required; Master's degree in a related area desirable.
• Around 3 years of experience in compliance-related functions, analysis, and advice on risk, regulation, and compliance, experience in wholesale banking business a plus.
• Knowledge of Corporate and Investment Banking, markets, Global Transaction Banking, Global Debt Finance, Banking & Corporate Finance, financial products, and applicable regulation.
• Proficient in Microsoft Office tools.
• High level of English and Spanish required.
• Proven experience troubleshooting and discovering solutions quickly with exemplary written and verbal communication skills.

Sitting at the intersection of government contract compliance and financial advisory, the Advisory Associate, Government Contract Advisory Practice coordinates indirect rate calculations, incurred cost submissions, and business system readiness assessments for 3–4 government contractor clients simultaneously. Operating under FAR requirements and working directly with client management and staff accountants, the Advisory Associate, Government Contract Advisory Practice strengthens clients' accounting, estimating, and purchasing systems through targeted process improvement and executive compensation analysis.

Ownership Areas

• Calculate and/or review indirect rates, assist with pricing/budgeting indirect rates.
• Prepare and review incurred cost submissions including adequacy checks.
• Document policies and procedures, conduct process improvement consulting.
• Perform business system readiness assessments for Accounting, Estimating, Property, and Purchasing Systems.
• Conduct executive compensation calculations and assessments, research FAR.
• Supervise and train staff accountants.

Minimum Qualifications

• Bachelor's degree in Accounting or Finance, CPA license is a plus.
• 2–3 years of recent experience in the government contract sector.
• Working knowledge of Indirect Rates and Incurred Cost Submissions; cost proposal preparation a plus; knowledge of FAR.
• Experience with Deltek Costpoint, GCS Premier, Jamis, QuickBooks, and Unanet a plus.
• Proficiency in Microsoft Office programs, especially Excel.
• Strong analytical, presentation, and effective oral and written communication skills.
• U.S. Citizen.

Embedded within a Financial Advisor's practice at one of our Financial Spas™, the Advisory Associate coordinates client relationship management, mutual fund file administration, and transaction processing across investments and credit products. Working closely with the Financial Advisor, branch compliance management, and units including Legal and Lending Services, the Advisory Associate ensures portfolio growth through efficient administrative processes and seamless client service.

Engineering Responsibilities

• Build and maintain a strong partnership with the Financial Advisor by establishing efficient administrative processes and relationship-building techniques to ensure portfolio growth and work quality.
• Audit and organise mutual fund files for accuracy and completeness.
• Meet with clients to provide seamless, client-intimate service; spot opportunities and process or refer accordingly.
• Use CRM software to maintain client information and communicate deficiencies to the branch compliance manager or Financial Advisor.
• Process client transactions efficiently and accurately including new accounts, term investments, and registered products; respond to a variety of client requests.
• Perform administration of loans/mortgages, credit reviews, reporting, estates, safekeeping, scheduling, and data entry; liaise with Legal and Lending Services to facilitate sales and service.
• Complete proactive contacts/calls as assigned and administer all files/documentation for estate accounts.

Delivery Expectations

• Diploma or Degree in Business Administration.
• Financial Planning courses an asset.
• Mutual fund license an asset.
• 2 years of progressive experience in the Financial Services industry.
• Solid understanding of lending and investment practices and procedures.