Personal Accountant
2 weeks ago
**About Us**
**Role Summary**
**Requirements**:
- Manage and oversee the Chairman’s personal and business financial accounts, including income, expenses, assets, liabilities, and investments.
- Reconcile accounts, monitor cash flow, and provide real-time financial updates.
- Maintain accurate financial records and prepare statements and reports to provide a clear overview of financial health.
- Monitor portfolio performance and make adjustments as needed to optimize returns
- Conduct research and analysis to identify investment opportunities and evaluate potential risks
- Prepare up-to-date reports of market trends, economic indicators, and investment products
- Analyze data and summarise risks, and opportunities delivering strategic recommendations on financial planning and wealth optimization.
- Develop and manage budgets, ensuring alignment with short
- and long-term goals.
- Ensure compliance with tax regulations through timely filings and proactive planning.
- Track and evaluate investment performance while staying updated on market trends to identify opportunities for portfolio growth and diversification.
- Safeguard sensitive financial data and ensure compliance with legal and regulatory requirements.
- Liaise with external advisors (auditors, tax consultants, legal counsel, financial institutions) for effective financial management.
- Manage workflows related to real estate, travel, philanthropy, and other personal interests, coordinating with stakeholders, vendors, and service providers.
**Qualifications and Experience**
- Bachelor’s degree in Accounting, Finance, or a closely related field.
- A professional certification such as CPA, ACCA, CFA, or equivalent is mandatory.
- At least 5-8 years of experience in financial management, including experience working with high-net-worth individuals (HNWI) or ultra-high-net-worth individuals (UHNWI).
- Proven expertise in managing personal accounts, wealth portfolios, and multi-jurisdictional tax planning.
- Strong familiarity with investments, asset management, and risk analysis.
**Technical Skills**
- Advanced proficiency in accounting software and financial modeling tools (e.g., Excel, Power BI).
- Comprehensive knowledge of tax regulations, estate planning, and wealth management strategies.
- Deep understanding of global financial markets and asset diversification is an added advantage.
**Personal Attributes**
- Absolute integrity, discretion, and a commitment to confidentiality.
- Strategic thinker with strong attention to detail and problem-solving skills.
- Exceptional communication and interpersonal skills, capable of managing complex relationships and providing clear financial advice.
- Ability to work under pressure, manage competing priorities, and deliver results on time.
**Benefits**:
- Fast moving, challenging and unique business problems
- Strong learning and development plans for your career growth
- International work environment and flat organization
- Competitive salary
- Casual work attire
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