Job Responsibilities:
- Provide Family Office advisory services, including preparation of sales presentations, structural plan, formulation plan and other relevant materials.
- Assist the superiors and/or account holders in provision of Family Office services & ensure all client’s requirements are addressed and fulfilled in a timely manner.
- Liaise with clients to gather required information and support the implementation of agreed advisory plans, including asset structuring and bank account opening.
- Manage Family Office administration, including periodic wealth updates, net worth calculations, and Family Council meetings.
- Assist in handling offshore companies and foundations, including incorporation, resolutions, bank account opening, and annual renewals.
- Support billing, payment follow-up, documentation, and general administrative matters to ensure smooth client servicing.
Job Requirements:
- Bachelor's degree in Accounting, Business Administration, Tax, or those with full or partial professional qualification (MICPA, ACCA, ICAEW, ICA, ICAA and CPA Australia).
- Preferably 1 year working experience in audit, tax, trust or other relevant.
- Fresh graduates are welcome to apply.
- Proficient in English and Mandarin.
- Familiar with Microsoft Office tools (Microsoft Words, Excel, PowerPoint, etc.).
- Proactive, resourceful, innovative and have an eye for details.
About the Company
Crowe Malaysia
Crowe Malaysia PLT
Crowe Malaysia PLT is the 5th largest accounting firm in Malaysia and an independent member of Crowe Global, which is the top 10 largest global accounting network. Internationally associated to more than 200 member firms operating from 800 offices around the world, Crowe Malaysia PLT is well positioned to help growing entrepreneurs succeed. Tapping on its global resources and strategic competencies in audit, tax and advisory, Crowe Malaysia PLT has helped elevate clients to their next-phase growth stages as well as achieve global reach.
Represented in 12 locations across Malaysia, there are over 1,400 staff serving more than 10,000 clients nationwide. Clients comprise mid to large private, publicly listed and multinational companies in various industries.
Crowe Malaysia PLT is registered with Malaysia's Accounting Oversight Board (AOB). Since 2015, it has been one of the top accounting firms with the most number of Initial Public Offerings (IPOs).
What We Do
At Crowe Malaysia PLT, our core expertise lies in audit, tax, corporate advisory, risk consulting and business outsourcing. As part of our team, you’ll find an emphasis on developing solutions to meet client needs and collaborate cross-functionally across other offices and business units to hone your skills and develop valuable professional knowledge.
Offices in Malaysia
Kuala Lumpur • Klang • Ipoh • Penang • Johor Bahru • Muar • Melaka • Kuching • Sibu • Bintulu • Miri • Labuan