Morgan McKinley is partnering exclusively with a well-established, Bristol based business to recruit a part-time Family Office Accountant.

The Role

The purpose of the role is to provide financial stewardship and administration across a group of corporate, charitable and trust entities, and personal financial affairs. The role will focus on delivering accurate accounting records, timely statutory and tax compliance, and high-quality reporting for boards, directors, and trustees, and requires discretion, technical accuracy and the confidence to operate across a multi-stakeholder environment.

The role is part-time, c20 hours a week, and would work particularly well around daily school pick up and drop off with 5 days per week in the office.

You will be the central contact for shareholder matters with relevant oversight from the CEO and FD, and responsibilities will include:

• Maintain accurate accounting records, cash books, ledgers, and reconciliations.
• Manage VAT, payroll, and HMRC submissions.
• Prepare quarterly financial information for Board and Trustee meetings.
• Prepare statutory corporate and charity accounts, liaise with auditors and external accountants, and file returns.
• Liaise with external stakeholders including banks, brokers, and investment managers.
• Provide financial analysis and information as required.
• Process bank payments, invoices, journals, dividends and other financial transactions.

The Person

To be considered for this role you will need to be a Qualified Accountant with strong practical accounting, financial reporting, statutory compliance, and tax administration experience. Experience of trusts, charities, investments, or private office / family office environments would be advantageous.

You are an effective communicator who can confidently deal with all stakeholders. Proactive, adaptable, and organised with the ability to work independently, take on multiple tasks and meet deadlines. It is essential that you are trustworthy and discreet when handling confidential financial and personal information.