Head of Finance and Administration
3 weeks ago
Lloyd Barnes Accountancy Recruitment is seeking a highly skilled and experienced Head of Finance (Family Office) to join their team on a full-time, permanent basis.
About the RoleThe successful candidate will play a key role in managing and developing financial, administrative, and technical tasks for trusts, estates, and corporate entities, covering accounting, company secretarial duties, tax compliance, and property management.
Key Responsibilities- Oversee tax returns, manage transactions, provide investment advice, and supervise staff.
- Coordinate with auditors and banks, mentor staff, and support technical development.
- Prepare tax returns, manage TRS records, ensure AML compliance, and coordinate with external firms.
- Advise on structuring trusts and estates to minimize tax liabilities.
- Work with agents on lettings and development projects, ensuring accurate accounting.
- Manage share registers, transfers, dividends, and other records for various Family Companies.
- Oversee AGM preparation and liaise with auditors and advisers.
- Maintain IT systems and backups, and coordinate with IT support for security.
- Oversee charity accounting activities.
- Must be a fully qualified Chartered Accountant with extensive experience in tax compliance and tax software systems.
- Demonstrate proficiency in company secretarial duties, including share valuation and managing company records.
- Strong familiarity with trust and estate law, inheritance tax, and trust registration requirements.
- Some experience in property management, including tenancies, purchases, and sales would be helpful.
- Exhibit strong organisational and management skills, with a good degree of IT proficiency and robust man-management abilities.
If you are a motivated and experienced professional looking for a new challenge, please get in touch with our Commercial Director Jamie Wall at Lloyd Barnes Accountancy Recruitment.
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