Accountant - Family Office

• Financial Management and Reporting: Conduct day-to-day financial operations including cash flow management and forecasting. Prepare and manage payments, and oversee management accounting processes.
• Investment Oversight: Maintain and update investment models. Provide financial insights and reports on the status of investments and their performance.
• Budgeting and Statutory Accounts: Develop and manage annual budgets. Prepare statutory accounts in compliance with legal and regulatory requirements.
• Tax Management: Handle direct and indirect tax matters, including corporate and personal taxes, and VAT, ensuring compliance with all relevant tax laws.
• Ad Hoc Projects: Participate in ad hoc financial projects, such as reviewing potential new investments and strategizing on financial planning.
• Investment Structures Oversight: Manage and oversee Isle of Man structures that hold family investments, ensuring they are compliant and efficiently managed.

• Professional Qualification: Must be ACA or ACCA qualified.
• Experience: Previous experience in a family office environment is desirable.
• Technical Skills: Advanced proficiency in Microsoft Excel and familiarity with other financial management software.
• Analytical Skills: Strong analytical abilities with a keen eye for details and the capacity to understand complex financial structures.
• Communication Skills: Excellent written and verbal communication skills, capable of effectively presenting and explaining financial information.
• Problem-Solving Skills: Ability to identify issues and implement effective solutions promptly.
• Project Management: Proven experience in managing multiple projects with stringent deadlines.

Your specialist: Sally Fenton

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Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.

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