Senior Accountant - Part-Time

Our client is a private (family) investment firm focused on long-term wealth preservation and strategic growth. With a diversified portfolio spanning equities, real estate, private equity, and alternative investments, the group prioritizes sustainable financial management and value-driven decision-making. This role will report directly to the Director of Finance.

Responsibilities include but are limited to :

• Financial Analysis & Reporting :

Regularly review, analyze, and report on the financial performance and position of the family office and its investments.

Prepare monthly updates, including reconciled accounts, cash flow reports, and financial forecasts.

Assist in quarterly reporting and board meeting preparations.

Collaborate with internal and external finance teams on family office investments.

Support external financial audits and assist in preparing financial statements for a multi-entity group.

Reconcile investment portfolios across multiple asset classes, ensuring accuracy and completeness of holdings and transactions.

Assist in business plan preparation and support investment decision-making.

• Stakeholder Management :

Coordinate with external providers for investment management, audits, and taxation.

Support the Chief Financial Officer in identifying business challenges and growth opportunities.

Experience and Qualifications :

• Bachelor’s degree in finance, economics, accounting, or a related field.
• CPA, CA, or another globally recognized professional designation.
• 6–8 years of experience, preferably in a Chartered Accounting environment.
• Prior experience in family trust and or investment / wealth management or portfolio analysis is advantageous.

How to Apply :

To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Will Nichols via [emailprotected].