Family Office - Finance, Wealth & Tax Manager

Leicester | Office Based | Full-Time or Part-Time

A unique opportunity has arisen to join a privately owned family office supporting the personal wealth affairs of two business owners and their families.

The role will take ownership of the day-to-day accounting, administration and financial management of a well-established family wealth structure comprising investment companies, trusts, property holdings, cash and investment assets. This is a hands-on position focused on maintaining accurate records, overseeing financial administration and ensuring the efficient ongoing management of established wealth and tax structures.

This appointment represents the first dedicated family office hire and will play a key role in providing professional stewardship of the family's financial affairs.

The Family Office

The family has built significant wealth through a successful trading business. Funds are invested through separate family investment companies held via trusts, allowing each owner to manage their family's wealth independently.

The family's assets primarily consist of:

• Family investment companies
• Trust structures
• UK property investments
• Cash deposits and banking arrangements
• Investment portfolios

The core tax and restructuring work has already been implemented, supported by external advisers. The focus of this role is therefore on ongoing management, record-keeping, administration and oversight rather than leading complex tax planning projects.

Key Responsibilities

• Take ownership of the day-to-day operation of the family office finance function.
• Maintain accurate financial records across all family entities and structures.
• Manage accounting and administration for:
  • Family investment companies
  • Trusts
  • Property holdings
  • Cash and banking arrangements
  • Investment assets
• Monitor and maintain established wealth and tax structures.
• Coordinate information required by external accountants, tax advisers and professional service providers.
• Ensure financial information is organised, accurate and readily available.
• Oversee ongoing financial administration and housekeeping activities.
• Produce reports and updates for the family principals.
• Work closely with the two owners and report directly to Dipesh.
• Take full responsibility for an area currently managed alongside wider business commitments.

Candidate Profile

We are open to considering candidates from a variety of backgrounds, including:

• Family Office Accounting
• Family Office Administration
• Wealth Management Support
• Private Wealth or Personal Tax
• Trust and Estate Administration
• Private Client Accounting
• High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) Client Services
• Professional Practice or Boutique Advisory Firms

The successful candidate will possess a solid understanding of accounting, tax and wealth structures, although the role does not require a highly specialised tax practitioner. External advisers provide technical support where needed.

You will be comfortable reviewing financial information, understanding tax implications and ensuring records are maintained correctly and efficiently.

Personal Attributes

We are looking for someone who is:

• Highly organised and methodical
• Trustworthy and professional
• Naturally discreet and confidential
• Comfortable handling sensitive family wealth information
• Able to work independently with minimal supervision
• Detail-oriented with strong record-keeping abilities
• Personable and confident communicating directly with family principals and advisers

Confidentiality is absolutely critical to this position.

Working Arrangements

The family is open to either:

Part-Time

• Two days per week
• Office based in Leicester
• Focused exclusively on family office responsibilities

Full-Time

• Five days per week in the office
• Approximately two days initially dedicated to family office activities
• Remaining capacity may be utilised across wider Finance matters.

The client remains flexible and is open to discussing either option with suitable applicants.

Salary

• £60,000 - £70,000 per annum (full-time equivalent)
• Part-time salary considered on a pro-rata basis

Location

• Leicester
• Office-based role
• Candidates located within a commutable distance are preferred

To apply, please submit your CV for a confidential discussion.