A highly successful entrepreneur who operates within a Multi Family Office in Mayfair is seeking a professional to join them on behalf of an UHNW Client to take full ownership of all of their corporate tax and personal financial matters. The role will be based within a Multi Family Office in Mayfair with 10-15 hours a month spent within the client and their private London residence.

Key Responsibilities

  • Monitoring and forecasting family cashflow – involving information gathering from other sources – trustees, the company, specialist professionals, banks, the family. Reviewing proposed transactions to be undertaken by the principal business in which the client is invested, and the tax (complex and multi-jurisdictional) and other consequences of these for the family as investors
  • Liaison with and advising the Trustees of a family trust in respect of the trust administration and needs of beneficiaries
  • Overseeing and or the Preparation of the Trust’s accounts
  • Attending various meetings with the client and /or with the client’s other advisers and/ or with the team behind the client’s main investment.
  • Overseeing the operation of the household and company payrolls
  • Overseeing and or the Preparation of annual financial statements for two small family companies and one small partnership
  • Thinking proactively for the family and being forward looking and as a result raising matters needing the family’s consideration 
  • Managing client’s charitable exposures

Project Work

  • Reviewing proposed company restructuring and amendments to investor agreements from the perspective of protecting the family interests.  It is estimated that this happens 2-3 times each year
  • Reviewing of investment and sale opportunities, preparing financial models and advising on appropriate structures for such investments
  • Financial oversight of a significant capital project being undertaken by the family and liaising with the project team to monitor budgets and expenditure

Tax

  • Personal tax – advising the client on personal tax matters covering a variety of income streams, including employment matters, dividend and investment income, partnership income. Advising on the tax implications of various investments both in the UK and abroad. Oversight of the preparation of personal tax returns and ensuring that tax liabilities are settled in a timely manner
  • Corporate tax – advising the client’s UK investment companies on the taxation of income received from worldwide investments. Overseeing the preparation of corporate tax returns and other statutory filings (for example P11D and PSA)
  • Trusts – advising the trustees of the family trust on its UK tax obligations and the tax implications for beneficiaries of income and capital receipts from the trust
  • Partnership taxation – advising on the tax implications for both the client’s company and the family trust on partnership tax matters in relation to investments. The client also operates a small farming business as a partnership 
  • International tax – the client holds investments in several different jurisdictions, in Europe and further afield. An important part of the role is understanding how the UK tax system interacts with the local tax regime of each of these investments, including matters such as withholding tax and double tax treaties

Qualifications/Experience 

  • Fully Qualified ACA or ACCA Accountant 
  • Ideally CTA Qualified, alternatively a background in Private Client tax to a high level
  • Experience with Trusts 
  • Experience with HNWI’s or Family Offices 

Salary: up to £150,000 depending on experience.

If you would like to apply for the role, please email Tom Stuart at toms@agreusgroup.com

REF: AGR2768