Client Accountant – Family Office

One of our valued clients – an established financial services business – is seeking a Client Accountant to provide dedicated accounting support and strategic oversight for a high-net-worth family office client.

The role is ideally offered on a part-time basis, although full-time applicants will also be considered, with flexibility to structure the appointment as either permanent or contract depending on the successful individual.

Responsibilities include:

• Preparing annual statutory financial statements, quarterly management accounts and bespoke client reports, ensuring all deliverables are completed accurately and within agreed deadlines.
• Assisting with Guernsey, UK and other international tax returns, while coordinating the timely receipt and approval of financial statements prepared by third-party providers.
• Reconciling investment valuations and accounting records, supporting client-facing colleagues with technical accounting matters and acting as an Authorised Signatory.
• Reviewing accounting processes and deliverables, identifying opportunities for automation and helping to implement systems that improve efficiency, accuracy and reporting quality.

You must be a professionally qualified accountant with at 5+ years’ accounting experience gained within a trust or family office environment. You should have strong technical accounting and analytical skills, with practical experience preparing statutory financial statements, management accounts and bespoke client reports.

If you enjoy identifying practical solutions, enhancing the client experience and exploring how technology and automation can improve accounting processes and reporting then please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg.