Part-Time Family Office Accountant | Trusts & Charities

Hyra; West of England; On-site; GBP 25,000 - 40,000; Part time

Job summary

Morgan McKinley is supporting a Bristol-based client to recruit a part-time Family Office Accountant. The role focuses on accounting across corporate, charitable and trust entities, delivering accurate records, and timely compliance and reporting for boards and trustees. The position is approx.

20 hours per week and works well with school pick-up routines. You will be the central contact for shareholder matters with oversight from the CEO and FD, handling payments, reconciliations and statutory

Qualifications

• Qualified Accountant with strong accounting, financial reporting, statutory compliance, and tax administration experience.
• Experience of trusts, charities, investments, or private office/family office environments would be advantageous.
• Must be trustworthy, discreet and able to handle confidential information.

Responsibilities

• Maintain accurate accounting records, cash books, ledgers, and reconciliations.
• Manage VAT, payroll, and HMRC submissions.
• Prepare quarterly financial information for Board and Trustee meetings.
• Prepare statutory corporate and charity accounts, liaise with auditors and external accountants, and file returns.
• Liaise with banks, brokers, and investment managers.

Skills

Financial reporting

Tax administration

Stakeholder communication

Discretion

Education

Qualified Accountant

Job description

Morgan McKinley is supporting a Bristol-based client to recruit a part-time Family Office Accountant. The role focuses on accounting across corporate, charitable and trust entities, delivering accurate records, and timely compliance and reporting for boards and trustees. The position is approx.

20 hours per week and works well with school pick-up routines. You will be the central contact for shareholder matters with oversight from the CEO and FD, handling payments, reconciliations and statutory