Senior Accountant – Family Office, Weybridge, England, United Kingdom

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.