Family Office - Financial Controller

Tiger Recruitment; Old Windsor; On-site; GBP 90,000 - 110,000; Full time

Job summary

Tiger Recruitment is seeking a hands-on Financial Controller for a private Family Office based in Windsor. The role covers finances, investments, property, tax, payroll and coordination with external advisors.

You'll lead management accounts, tax compliance, and oversee UK and international tax exposure while managing relationships with banks, accountants and trustees. This is a permanent, office-based position offering a high-profile opportunity.

Qualifications

• Qualified Accountant with strong accounting and bookkeeping skills, ideally gained within a complex private client or owner-managed environment.
• Experience in a private office, family office or HNW household finance environment.
• Experience working with multiple advisors and jurisdictions; strong commercial judgement and ability to identify financial and tax risks.
• Independent, organised and able to prioritise within a small team.
• Discreet, trustworthy and confident dealing with a broad range of stakeholders.
• Clear, concise communicator with a can-do attitude.
• UK driving license.
• Property management experience desirable.
• Sage 50 experience desirable.

Responsibilities

• Reconcile personal bank accounts and credit cards; approve expenses and maintain accurate accounting records
• Prepare management accounts, tax returns and financial reports
• Manage investments and monitor strategy, tax planning and risk
• Manage relationships with banks, accountants, solicitors, insurers and investment advisors
• Maintain personal records, KYC and compliance documentation
• Manage residential and commercial property, including tenants, contractors, rent, invoices, repairs and renewals
• Oversee property projects, budgets and timelines
• Manage payroll and bookkeeping for personal accounts, trusts, partnerships and investment entities
• Manage UK and international tax exposure and related filings
• Oversee ATED, AEOI, VAT, FATCA and other reporting requirements
• Support family members with ad hoc projects and activities, including European horse transportation and related VAT/logistics

Skills

Accounting expertise

Financial reporting

Tax planning

Stakeholder management

Private office experience

Education

Professional Accountant (ACA/ACCA/CIMA)

Tools

Sage 50

Job description

Financial Controller - Family OfficeWindsor – office basedPermanent£100,000 OverviewWe have an excellent opportunity within a Family Office for an experienced Financial Controller to manage the financial affairs of a high net worth family, their businesses and personal interests. This is a hands-on role covering finances, investments, property, tax, payroll and coordination with external advisors.

Responsibilities

• Reconcile personal bank accounts and credit cards; approve expenses and maintain accurate accounting records
• Prepare management accounts, tax returns and financial reports
• Manage investments and monitor strategy, tax planning and risk
• Manage relationships with banks, accountants, solicitors, insurers and investment advisors
• Maintain personal records, KYC and compliance documentation
• Manage residential and commercial property, including tenants, contractors, rent, invoices, repairs and renewals
• Oversee property projects, budgets and timelines
• Manage payroll and bookkeeping for personal accounts, trusts, partnerships and investment entities
• Manage UK and international tax exposure and related filings
• Oversee ATED, AEOI, VAT, FATCA and other reporting requirements
• Support family members with ad hoc projects and activities, including European horse transportation and related VAT/logistics

Profile

• Qualified Accountant with strong accounting and bookkeeping skills, ideally gained within a complex private client or owner-managed environment
• Experience in a private office, family office or HNW household finance environment
• Experience working with multiple advisors and jurisdictions; Strong commercial judgement and ability to identify financial and tax risks
• Independent, organised and able to prioritise within a small team
• Discreet, trustworthy and confident dealing with a broad range of stakeholders
• Clear, concise communicator with a can-do attitude
• UK driving license
• Property management experience desirable
• Sage 50 experience desirable

Tiger Recruitmentis B Corp Certified, which means that we've been verified as meeting B Lab's high standards for social and environmental impact.

REF: JL204169