Senior Family Office Accountant
Role Overview
We are seeking a highly experienced and detail-oriented Senior Family Office Accountant to oversee and manage the global financial affairs of a private family office. The ideal candidate will bring exceptional financial management expertise, rigorous attention to detail, and a proactive, hands-on approach to complex financial operations.
This role requires a trusted professional capable of handling sensitive information with discretion while delivering accurate, timely, and insightful financial reporting.
This position is a fully remote, full-time permanent position.
Key Responsibilities
Financial Management & Reporting
- Oversee all accounting operations, including general ledger, accounts payable/receivable, and bank reconciliations
- Prepare accurate monthly, quarterly, and annual financial statements
- Manage consolidated reporting across multiple entities, trusts, and investments
- Ensure timely and precise cash flow monitoring and forecasting
- Maintain robust financial controls and processes
Banking & Treasury Management
- Manage day-to-day banking relationships, including account opening, maintenance, and administration across multiple jurisdictions
- Oversee liquidity management, ensuring optimal cash positioning across entities and accounts
- Monitor payments, including large-value and international transfers, with appropriate controls and approvals
- Manage treasury activities including cash pooling, FX exposure monitoring, and coordination of currency transactions
Investment & Asset Oversight
- Track and report on a diverse portfolio of investments (equities, property, private equity, etc.)
- Liaise with external investment managers and advisors
- Monitor performance and ensure accurate accounting treatment
Tax & Compliance
- Coordinate with external tax advisors to ensure full compliance across jurisdictions
- Prepare and review tax documentation and filings
- Ensure adherence to regulatory and statutory requirements
- Maintain up-to-date knowledge of relevant financial regulations
Entity & Structure Management
- Manage accounting for complex structures including trusts, partnerships, and offshore entities
- Support structuring decisions with financial insight
Process Improvement & Controls
- Develop and implement best-in-class accounting policies and procedures
- Enhance systems, controls, and reporting efficiency
- Identify risks and implement mitigation strategies
Stakeholder Management
- Act as a key financial point of contact for the family
- Work closely with legal, tax, and investment advisors
- Present financial information clearly and concisely
Candidate Profile
Experience
- 10+ years of relevant accounting experience, ideally within a family office, private wealth environment, or similar
- Proven track record managing complex financial structures and multi-entity reporting
- Strong experience in investment accounting and financial oversight
Qualifications
- Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
- Strong technical accounting knowledge
Skills & Competencies
- Exceptional attention to detail and accuracy
- Strong financial management and analytical capabilities
- Highly organised with the ability to manage multiple priorities
- Discreet, trustworthy, and professional when handling confidential information
- Excellent communication skills, both written and verbal
Desirable
- Experience working with high-net-worth individuals or family offices
- Exposure to international structures and multi-jurisdictional tax environments
- Familiarity with specialist accounting or portfolio management systems