Family Office Accountant

Arlington Resource Management; Leicester Forest East; Hybrid; GBP 18,000 - 30,000; Part time

Job summary

Arlington Resource Management in Leicester is seeking a part-time Family Office Accountant to monitor worldwide income from properties and investments, and to review investment decisions and the group structure.

The role involves liaising with tax advisors on overseas income tax returns, IHT strategy and tax optimisation, working with wealth managers on pension fund decisions, and overseeing M&A activity and investee company plans, with a focus on family office risk.

Qualifications

• Accounting background required in family offices, wealth management, trusts or boutique practice.
• Strong financial analysis and tax planning mindset.
• Ability to liaise with tax advisors, wealth managers and external consultants.

Responsibilities

• Monitor worldwide income from properties and investments.
• Review investment decisions and group structure.
• Liaise with tax advisors re overseas income tax returns, IHT strategy and tax optimisation.
• Collaborate with wealth managers on pension fund investment decisions.
• Monitor and advise on M&A / acquisitions to diversify from core investments.
• Oversee investee company business plans and advise on performance.

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.