Medical Accountant jobs

Qualified Accountant – UHNW Family Office

Job Overview

We are seeking an experienced and highly capable Qualified Accountant to join a private Ultra-High-Net-Worth (UHNW) Family Office, supporting the financial affairs of the principal, family members, and their associated property and investment interests.

The role will have a particular focus on property accounting, family financial management, budgeting, cash flow and financial reporting. Working within a discreet and fast-paced private office environment, the successful candidate will provide accurate and timely financial information while maintaining robust oversight of day-to-day finances across multiple entities, properties and family interests.

This is a hands-on position suited to a commercially minded accountant who is comfortable moving between detailed transactional work and higher-level financial analysis. Discretion, confidentiality, accuracy and sound judgement are essential.

Key Responsibilities

• Manage the day-to-day accounting and financial affairs of the Family Office, including those relating to the principal, family members, property interests and associated entities.
• Prepare and review monthly and annual management accounts, balance sheets, profit and loss statements, cash flow reports and other financial information.
• Develop, maintain and monitor annual budgets and rolling forecasts across family, property and operational expenditure.
• Produce clear budget-versus-actual reporting, investigate variances and provide meaningful commentary to support financial decision-making.
• Maintain oversight of family and household expenditure, ensuring appropriate categorisation, reconciliation and reporting of costs.
• Manage cash flow and liquidity planning, including monitoring upcoming commitments and ensuring sufficient funds are available across relevant accounts and entities.
• Oversee accounting for a property portfolio, including rental income, service charges, utilities, maintenance and refurbishment expenditure, professional fees and other property-related costs.
• Support the financial management of property acquisitions, disposals, developments and refurbishment projects, including tracking budgets, commitments and actual expenditure.
• Manage accounts payable, supplier invoices and payment processes, ensuring payments are properly authorised, accurately recorded and made on time.
• Perform and review bank, credit card, intercompany and general ledger reconciliations across multiple accounts and entities.
• Maintain accurate accounting records using systems such as Xero, Sage, or equivalent accounting platforms.
• Coordinate with banks, property managers, managing agents, solicitors, tax advisers, investment professionals and other external advisers as required.
• Work closely with external accountants and tax advisers to support statutory accounts, tax filings and other compliance requirements.
• Liaise with auditors and professional advisers, providing schedules, reconciliations and supporting documentation when required.
• Maintain and strengthen financial controls, approval procedures and reporting processes appropriate for a sophisticated Family Office environment.
• Produce ad hoc financial analysis and reporting for the principal and senior Family Office stakeholders.
• Identify opportunities to improve financial systems, reporting and processes while maintaining the flexibility required within a private office.
• Where applicable, supervise or support junior finance and administrative staff and ensure high standards of accuracy and financial discipline.

Experience & Qualifications

• ACA, ACCA, CIMA or equivalent qualified accountant with strong post-qualification experience.
• Previous experience within a Family Office, UHNW/private client environment, property business, real estate investment company or similarly complex owner-managed organisation is highly desirable.
• Strong experience of property accounting, ideally involving residential and/or commercial property portfolios.
• Demonstrable experience in budgeting, forecasting, cash flow management and management reporting.
• Experience managing finances across multiple companies, entities, bank accounts or cost centres.
• Strong understanding of general ledger accounting, accounts payable, reconciliations and financial controls.
• Experience working with accounting platforms such as Xero, Sage, together with advanced Excel skills.
• Ability to produce concise, accurate financial information for principals and senior decision-makers who may not have an accounting background.
• Experience working alongside tax advisers, auditors, banks, lawyers and other professional advisers.
• Strong organisational skills with the ability to manage multiple priorities and respond effectively to changing requirements.

Personal Attributes

They will be comfortable operating in a hands-on Family Office environment, where responsibilities can extend beyond traditional corporate accounting and where attention to detail is critical.

The individual should demonstrate:

• Exceptional attention to detail and financial accuracy.
• A high level of integrity, discretion and confidentiality.
• Strong commercial judgement and the confidence to identify unusual expenditure, variances or financial risks.
• A proactive and solutions-focused approach.
• The ability to communicate financial information clearly and succinctly.
• Flexibility and willingness to take ownership of matters from start to finish.

The ability to build trusted relationships with the principal, family members, colleagues and external advisers

Pay: £60,000.00-£65,000.00 per year

Benefits:

• Private medical insurance

Work Location: In person