Family Office Accountant

Arlington Resource Management; Leicester; Hybrid; GBP 18,000 - 24,000; Part time

Job summary

Arlington Resource Management in Leicester is seeking a part-time Family Office Accountant to join a boutique family office with a diversified portfolio.

The role focuses on monitoring worldwide income from properties and investments, liaising with tax advisors, wealth managers, and assessing M&A opportunities while overseeing investee company plans and investment risk.

Responsibilities

• Monitor 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.

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