Family Office Accountant
Core
Provide financial stewardship and administration across corporate, charitable, and trust entities, plus personal financial affairs, ensuring accurate records and timely compliance.
Role type
Family Office Accountant
Builds
Accurate accounting records, statutory/tax filings, and financial reports for boards and trustees
Domain
Family Office / Private Wealth Management
Required skills
Financial reporting, statutory compliance, tax administration, accounting records maintenance, cash flow management, stakeholder liaison
Preferred skills
Trust accounting, charity accounts, investment management, private office experience
Technologies
Accounting software, HMRC systems, payroll systems
Responsibilities
Maintain accounting records, cash books, and ledgers; Manage VAT, payroll, and HMRC submissions; Prepare quarterly financial information for Board and Trustee meetings; Prepare statutory corporate and charity accounts; Liaise with external stakeholders including banks and auditors; Process bank payments and invoices
Seniority
Mid-level, part-time