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Family Office Director

2 months ago

Devon, United Kingdom Lloyd Barnes Accountancy Recruitment Full time
Head of Family Office Opportunity

Lloyd Barnes Accountancy Recruitment is seeking a highly skilled and experienced Head of Family Office to join their team on a full-time, permanent basis.

About the Role

The 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.
Requirements
  • 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 interested in this opportunity, please contact our Commercial Director Jamie Wall at Lloyd Barnes Accountancy Recruitment.