Responsible for the financial management of a family office, centred on multi-entity accounting, tax compliance and audit. The role also covers finance for USD funds and cross-border investments, and supports asset management and major decision-making.
- Handle accounting, financial reporting, tax filings, annual audits and day-to-day compliance for multiple onshore and offshore entities.
- Manage finance for USD funds, including fund accounting, capital calls and distributions, investment valuation, and exit-related financial treatment.
- Oversee accounting, tax and cross-border fund flows for Hong Kong and other offshore entities, and identify material financial and tax risks.
- Form professional judgements on complex tax, legal and trust structure issues, and coordinate external parties such as accounting firms, tax advisors, lawyers and banks to resolve them.
- As needed, take part in financial due diligence, post-investment analysis and exits for investment projects, and provide financial and operational analysis for selected portfolio companies.
- Continuously improve financial management processes and drive the effective use of AI agent tools in finance.
Requirements
- Finance experience in a USD fund, VC/PE firm, cross-border investment institution or family office. Candidates with relevant project experience in a Big Four Financial Services group will also be considered.
- Strong accounting, tax and audit skills, with the ability to independently manage the full finance function across multiple entities.
- Familiarity with private equity investment and fund operations, including capital contributions, valuation, exits, distribution of returns and cross-border fund flows.
- Knowledge of the finance, tax and compliance requirements for Hong Kong and offshore entities, with experience working alongside overseas professional firms.
- Sound professional judgement, structured analytical thinking, and the ability to drive work forward independently.
- CPA, HKICPA, ACCA or an equivalent professional qualification preferred.