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
o 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.
o 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.
o Digitisation Project
+ Complete the ongoing digitisation of invoices and documents to enhance efficiency and accessibility.
Administrative Support
* File Maintenance
o Maintain and organize hardcopy property files, ensuring they are up-to-date and accessible.
* General Office Tasks
o Assist with other general accounting and administrative duties as required.
Qualifications
* Technical Skills
o Strong proficiency in Microsoft Excel (advanced skills preferred).
o Familiarity with Xero or similar accounting software is advantageous.
* Professional Attributes
o Hands-on approach, with the ability to take ownership of tasks and see them through to completion.
o Highly organized, with attention to detail and a commitment to accuracy.
o Strong communication skills and the ability to work collaboratively.
* Education and Experience
o Degree or diploma in accounting, finance, or a related field is preferred.
o Previous experience in a similar accounting or family office role is an advantage.
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