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Accountant - Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to £70K Client Profile: Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is offered on a full-time and permanent basis. As an Accountant - Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services. Primary Duties: ● To support the company accounting department including the preparation of accounts for trusts and overseas entities. ● To maintain client financial records. ● To research tax requirements and to advise clients on the results. ● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. ● To assist the Managing Director with key clients ● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies. ● To ensure clients’ compliance files are adequately maintained. ● To correspond with HMRC on a variety of matters. ● To interact with business partners and providers in Europe and worldwide. ● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence. ● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: ● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. ● Accountancy firm experience. ● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. ● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. ● Fully conversant with profit and loss statements and budgeting. ● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. ● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. ● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. ● Excellent knowledge of accounting and VAT. ● Excellent technical and working knowledge of complex Fiduciary Structures. ● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. ● Ability to consider tax and legal implications of transactions. ● Technical knowledge of statutory filing requirements. ● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: ● Master's degree in Economics, Finance, Law, or professional equivalent ● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: ● Competitive salary ● Discretionary bonus. ● Company pension ● Free or subsidised travel ● Private dental insurance ● Private medical insurance Schedule: ● Monday to Friday To apply: Interested? If so, please send your full CV by clicking “apply”
Position Descriptions: The Personal Assistant at Capital Investments will play a key role in providing comprehensive support to the Principal in both their personal and professional endeavors. This position requires excellent organizational skills, attention to detail, and the ability to handle a wide range of responsibilities. The Personal Assistant will serve as the principal point of contact for the Principal, managing their schedule, coordinating travel arrangements, handling paperwork, and facilitating effective communication with internal and external stakeholders. Responsibilities and Essential Duties: - Manage the Principal's schedule, ensuring appointments and meetings are efficiently organized. - Coordinate travel arrangements, including booking flights, accommodations, and transportation. - Handle paperwork and documentation, such as expense reports, contracts, and correspondence. - Serve as a liaison between the Principal and internal and external parties, facilitating effective communication and timely responses. - Assist in managing personal projects, such as property renovations or other lifestyle-related tasks. - Maintain confidentiality and discretion in handling sensitive information and maintaining the Principal's privacy. - Provide general administrative support, including filing, organizing documents, and managing office supplies. - Perform ad-hoc duties and errands as required by the Principal. Requirements: - Proven experience as a Personal Assistant or similar role, demonstrating strong organizational and multitasking abilities. - Excellent communication and interpersonal skills, with the ability to interact with individuals at all levels. - High level of professionalism and discretion in handling confidential information. - Strong attention to detail and the ability to prioritize tasks effectively. - Proficient in using office software and tools, such as Microsoft Office Suite. - Flexibility and adaptability to meet changing demands and handle unexpected situations. Benefits: - Compensation: To be discussed. - Travel: Yes.