Family Office Accountant

ARML; East Midlands; Hybrid; GBP 24,000 - 42,000; Part time

Job summary

ARML, a family office in Leicester, seeks a part-time Family Office Accountant to monitor income from properties and investments, review group structures, and liaise with tax advisors on overseas tax and IHT strategies.

The role involves liaising with wealth managers on pension decisions and overseeing M&A activity to diversify the portfolio, with hybrid working options.

Qualifications

• Part-time role requiring accounting background in family offices or wealth management.
• Experience with tax and IHT strategy is a plus.
• Liaise with wealth managers and contribute to pension fund investment decisions.

Responsibilities

• Monitor worldwide income from properties and business investments.
• Liaise with tax advisors re overseas income tax returns, IHT strategy and tax optimisation.
• Liaise with wealth managers and contribute to pension fund investment decisions.
• Monitor and advise on M&A / company acquisitions to diversify from core investments.
• Oversee investee company business plans and advise.
• Ongoing review and assessment of overall family office investment risk.

Skills

Accounting

Tax knowledge

Wealth management familiarity

Education

Bachelor's degree in Accounting

Job description

This Family Office in Leicester with an international Property, Retail and Company Investment portfolio is seeking a Family Office Accountant for a part time role responsible for:

• Monitoring worldwide income from properties and business investments
• Monitor and review investment decisions and group structure
• Liaise with tax advisors re overseas income tax returns, IHT strategy and tax optimisation
• Liaise with wealth managers and contribute to pension fund investment decisions
• Monitor and advise on M&A / company acquisitions to diversify from core investments
• Oversee and assess investee company business plans and advise
• Ongoing review and assessment of overall family office investment risk

This part time role can be office based in Leicester with some degree of hybrid working.

Excellent opportunity for a candidate with an accounting background in either family offices, wealth management, trusts and tax, or a boutique practice.