Senior Accountant – Family Office
Position: Family Office Accountant
Location: Weybridge
Employment Type: Full-Time
Base Salary: £100,000
Overview
We are seeking a detail-oriented and proactive Family Office Accountant to manage a variety of accounting and administrative tasks for our family office. The ideal candidate will have strong technical skills, a hands-on approach, and the ability to balance financial and administrative responsibilities. This role is ideal for someone looking to contribute to a dynamic environment, with the potential for progression to a more senior position after the initial contract.
Key Responsibilities
- Accounting Tasks
- Transaction Processing
- Process transactions in Xero, including raising invoices and bills, uploading bank statements, and reconciling cash transactions.
- Experience with Xero is preferred but not mandatory.
- Reporting and Reconciliation
- Prepare weekly and monthly Excel-based reports, including credit card usage reports, property reports, and other ad hoc reports.
- Perform reconciliations to ensure accuracy and completeness.
- Digitisation Project
- Complete the ongoing digitisation of invoices and documents to enhance efficiency and accessibility.
Administrative Support
- File Maintenance
- Maintain and organize hardcopy property files, ensuring they are up-to-date and accessible.
- General Office Tasks
- Assist with other general accounting and administrative duties as required.
Qualifications
- Technical Skills
- Strong proficiency in Microsoft Excel (advanced skills preferred).
- Familiarity with Xero or similar accounting software is advantageous.
- Professional Attributes
- Hands-on approach, with the ability to take ownership of tasks and see them through to completion.
- Highly organized, with attention to detail and a commitment to accuracy.
- Strong communication skills and the ability to work collaboratively.
- Education and Experience
- Degree or diploma in accounting, finance, or a related field is preferred.
- Previous experience in a similar accounting or family office role is an advantage.
