Job Details

This Family Office in Leicester with an international Property, Retail and Company Investment portfolio is seeking a Family Office Accountant for a part time role responsible for:

• Monitoring worldwide income from properties and business investments
• Monitor and review investment decisions and group structure
• Liaise with tax advisors re overseas income tax returns, IHT strategy and tax optimisation
• Liaise with wealth managers and contribute to pension fund investment decisions
• Monitor and advise on M&A / company acquisitions to diversify from core investments
• Oversee and assess investee company business plans and advise
• Ongoing review and assessment of overall family office investment risk

This part time role can be office based in Leicester with some degree of hybrid working.

Excellent opportunity for a candidate with an accounting background in either family offices, wealth management, trusts and tax, or a boutique practice.