Head of Family Office Manager
6 days ago
Job Summary:
We are seeking a highly experienced and skilled Head of Family Office to join our team at Lloyd Barnes Accountancy Recruitment. As a key member of our team, you will play a crucial role in managing and developing financial, administrative, and technical tasks for trusts, estates, and corporate entities.
Key Responsibilities:
- Financial Management: Oversee tax returns, manage transactions, provide investment advice, and supervise staff.
- Administrative Support: Coordinate with auditors and banks, mentor staff, and support technical development.
- Tax Compliance: Prepare tax returns, manage TRS records, ensure AML compliance, and coordinate with external firms.
- Trust and Estate Management: Advise on structuring trusts and estates to minimize tax liabilities.
- Property Management: Work with agents on lettings and development projects, ensuring accurate accounting.
- Company Secretarial: Manage share registers, transfers, dividends, and other records for various Family Companies.
- AGM Preparation: Oversee AGM preparation and liaise with auditors and advisers.
- IT Management: Maintain IT systems and backups, and coordinate with IT support for security.
- Charity Accounting: Oversee charity accounting activities.
- Communication: Effectively communicate with stakeholders and provide confidential advice.
Requirements:
- Qualifications: Must be a fully qualified Chartered Accountant with extensive experience in tax compliance and tax software systems.
- Skills: Demonstrate proficiency in company secretarial duties, including share valuation and managing company records.
- Knowledge: Strong familiarity with trust and estate law, inheritance tax, and trust registration requirements.
- Experience: Some experience in property management, including tenancies, purchases, and sales would be helpful.
- Personal Qualities: Exhibit strong organisational and management skills, with a good degree of IT proficiency and robust man-management abilities.
About Us:
Lloyd Barnes Accountancy Recruitment is a leading recruitment agency specializing in accounting and finance roles. We are committed to providing exceptional service to our clients and candidates.
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