Senior Accountant – Family Office

Job Description: Senior Accountant – Family Office
Position: Family Office Accountant 
Location: Weybridge
Employment Type: Full-Time
Base Salary: £100,000

Senior Accountant | Drive Financial Success in a Prestigious Family Office – Weybridge, UK

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.

Requirements:

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.