Accountant - Family Office

RECfinancial; Enderby; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working environment

Benefits package

Job summary

RECfinancial in Leicester is seeking a Family Office Accountant to work closely with the Directors, taking responsibility for financial oversight of their private wealth, property, investments and family entities across the UK and internationally.

The role is salary £60,000–£70,000 (full-time equivalent), offers hybrid working and the chance to contribute to tax strategies, investment analysis and potential M&A opportunities for a growing family office.

Qualifications

• Experienced accountant with accounting and tax background; advisory environment welcome.
• Strong analytical approach to investments, risk and financial information.
• Experience coordinating UK and international tax matters; wealth management exposure.
• Background in private client, family office or wealth advisory beneficial.

Responsibilities

• Consolidate and report the financial position of the family across UK and international interests.
• Coordinate UK and international tax matters and review investment performance.
• Oversee pension and inheritance tax strategies and advise on wealth management proposals.
• Review new investment opportunities and potential acquisitions for diversification.
• Support decision-making with clear, unified financial information.
• Involve in broader commercial projects including M&A and royalty reporting.

Skills

Accounting & tax

Investment analysis

UK/International tax

Wealth management advisory

Private client experience

Job description

RECfinancial are partnering with a successful privately owned business in Leicester in the appointment of a Family Office Accountant.

This is a newly created role, offering the opportunity to work closely with the Directors and their families, taking responsibility for the financial oversight of their business interests, property, investments and wider family wealth.

The role is commutable from all areas of Leicester / Leicestershire, Nottingham, Derby, Coventry / Warwickshire.

Working closely with the Directors, you ll take responsibility for consolidating and reporting on the financial position of the family, covering commercial and residential property, investments, family investment companies, trusts and business interests across the UK and internationally.

Responsibilities will include coordinating UK and international tax matters, reviewing investment performance, analysing risk and potential returns, reviewing proposals from wealth managers, overseeing pension and inheritance tax strategies and providing clear financial information to support the family s decision making.

You ll also play a key role in the continued development of the Family Office, reviewing new investment and acquisition opportunities as the family looks to diversify its interests. For a full-time appointment, there will also be involvement in wider commercial projects including M&A opportunities, competitor analysis and royalty reporting.

We re particularly keen to hear from experienced accountants with a background in accountancy practice, private client, family office, wealth management or a similar advisory environment. Previous Family Office experience would be advantageous, although more important is having a strong accounting and tax background, commercial awareness and the ability to analyse investments, risk and financial information.

The business is open to considering both full-time and part-time candidates.

The salary range for this position is £60,000 £70,000 full-time equivalent, depending on experience. They also offer a very competitive hybrid working environment and benefits package.