Financial Controller - Family Office
Windsor – office based
Permanent
£100,000

Overview
We have an excellent opportunity within a Family Office for an experienced Financial Controller to manage the financial affairs of a high net worth family, their businesses and personal interests. This is a hands-on role covering finances, investments, property, tax, payroll and coordination with external advisors.

Responsibilities:

• Reconcile personal bank accounts and credit cards; approve expenses and maintain accurate accounting records
• Prepare management accounts, tax returns and financial reports
• Manage investments and monitor strategy, tax planning and risk
• Manage relationships with banks, accountants, solicitors, insurers and investment advisors
• Maintain personal records, KYC and compliance documentation
• Manage residential and commercial property, including tenants, contractors, rent, invoices, repairs and renewals
• Oversee property projects, budgets and timelines
• Manage payroll and bookkeeping for personal accounts, trusts, partnerships and investment entities
• Manage UK and international tax exposure and related filings
• Oversee ATED, AEOI, VAT, FATCA and other reporting requirements
• Support family members with ad hoc projects and activities, including European horse transportation and related VAT/logistics

Profile:

• Qualified Accountant with strong accounting and bookkeeping skills, ideally gained within a complex private client or owner-managed environment
• Experience in a private office, family office or HNW household finance environment
• Experience working with multiple advisors and jurisdictions;
• Strong commercial judgement and ability to identify financial and tax risks
• Independent, organised and able to prioritise within a small team
• Discreet, trustworthy and confident dealing with a broad range of stakeholders
• Clear, concise communicator with a can-do attitude
• UK driving license
• Property management experience desirable
• Sage 50 experience desirable
  
  

Tiger Recruitment is B Corp Certified, which means that we've been verified as meeting B Lab's high standards for social and environmental impact.

REF: JL 204169