Family Accountant and Property Manager

As the Family Accountant and Property Manager you will oversee the financial, administrative, and property management needs of a family office. Supporting a family-run business that includes an operating entity as well as multiple holding and trust companies, We are seeking an experienced and highly organized candidate who will bring a strong background in accounting, financial management, and administration, coupled with experience managing real estate assets and business operations.

Key Responsibilities:

• Manage all accounting functions, including bookkeeping, financial reporting, budgeting, forecasting, and cash flow management for family-owned entities and trusts.
• Prepare monthly, quarterly, and annual financial statements and reports.
• Oversee tax planning and compliance, working closely with external tax advisors to ensure proper structuring of family holdings.
• Reconcile bank and investment accounts, ensuring accuracy in financial records.
• Ensure adherence to financial regulations and best practices.
• Note: This role does not include any payroll responsibilities.

Administration & Family Office Support:

• Provide administrative support to the family, including document management, scheduling, and coordination of legal and financial matters.
• Maintain records for family trusts, wills, and estate planning.
• Handle confidential and sensitive information with discretion and professionalism.
• Liaise with external advisors, including lawyers, accountants, and investment managers, to facilitate strategic planning and asset management.
• Support philanthropic activities and charitable donations, ensuring proper documentation and reporting.
• Manage personal bill payments for the family, ensuring timely processing and record-keeping.
• Collect and organize all necessary documentation for the family’s personal tax returns, working closely with accountants and tax advisors.

Property & Asset Management:

• Oversee the management of residential, commercial, and investment properties owned by the family.
• Coordinate property maintenance, renovations, and tenant relations.
• Monitor lease agreements, rental income, and property-related expenses.
• Ensure compliance with property regulations, insurance policies, and tax obligations.
• Conduct periodic financial reviews of property investments and recommend improvements.
• Collect rent payments from tenants, ensuring timely deposits and record-keeping.

Qualifications & Experience:

• Professional Background: Minimum 10-15 years of experience in accounting, finance, or family office management, with a focus on multi-entity structures, holding companies, and trusts.
• Industry Knowledge: Experience working with family-owned businesses, trusts, and real estate investments.
• Technical Skills: Proficiency in accounting software (e.g., QuickBooks, Xero, Sage), Excel, and financial reporting tools.
• Property Management Experience: Strong understanding of real estate financials, lease management, and property administration.
• Communication & Discretion: Excellent interpersonal skills with the ability to work closely with high-net-worth individuals and trusted advisors while maintaining confidentiality.
• Problem-Solving: Ability to handle complex financial and administrative matters with precision and efficiency.
• Organization & Attention to Detail: Strong multitasking skills with an ability to prioritize effectively.

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