Financial & Tax Accountant - Private Client Wealth & Investment

About the role

A fast-paced retail business in Leicestershire, supported by ABPM Recruitment, is recruiting a hands-on, commercially minded hybrid accountant. The role takes ownership of the accounting, tax, compliance and financial management of a private family's wealth and investment affairs, working closely with senior leadership. It covers personal taxation, family investment companies, pensions, property and international assets, with autonomy and variety in a high-profile advisory position. Part-time is also an option.

Key responsibilities

• Manage the family's UK and international personal tax affairs, ensuring full compliance.
• Oversee accounts, tax returns and compliance for investment, property and rental entities.
• Coordinate external advisers such as accountants, tax specialists and auditors, ensuring value for money and timely delivery.
• Monitor pension and investment portfolios, assessing performance, costs and return-enhancement opportunities.
• Oversee the property portfolio, managing performance, compliance, costs and income optimisation.
• Support inheritance tax, succession and wealth planning, including the assessment of new investment opportunities.
• Manage and challenge external advisers when appropriate.

Required profile

• ACA, ACCA, CTA qualified (or equivalent experience).
• Background in private client, family office, HNW or owner-managed business environments.
• Strong UK tax and accounting knowledge across personal, corporate and property matters.
• Knowledge of international and cross-border taxation is desirable.

The advert states a salary of £60,000 to £70,000 plus benefits, and that part-time work is available. Applications are made through the recruiter by quoting the job reference LE9571.