Personal Financial Manager

Reports to: CEO 
Department: Finance

The Opportunity 

We are seeking a qualified accountant to serve as Financial Controller providing personal financial support to the founder of a global international law firm. This is a unique opportunity to provide high-level financial management and strategic support for complex personal financial structures, working directly with the senior partner in a fully remote capacity. 

Key Responsibilities: 

Financial Management & Reporting 

• Oversee personal financial operations across multiple entities, including trusts and estate planning structures
• Maintain accurate financial records and produce regular reporting on assets, liabilities, and cash flow
• Coordinate inter-entity transfers and ensure proper documentation and compliance
• Monitor and reconcile bank accounts across various entities and jurisdictions 

Operational Support 

• Manage bill payment processes and vendor relationships
• Track and organize investment holdings and related documentation
• Coordinate with external advisors including wealth managers, attorneys, and tax professionals
• Maintain organized financial filing systems and ensure document retention protocols 

Strategic Partnership 

• Provide proactive financial insights and recommendations to support decision-making
• Identify opportunities for process improvement and operational efficiency
• Anticipate financial management needs and develop solutions independently
• Serve as trusted partner on confidential and sensitive financial matters 

Qualifications: 

• Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
• 5-8 years of accounting experience, preferably including family office, private wealth, or high-net-worth client service
• Strong understanding of trust structures, estate planning entities, and multi-entity accounting
• Excellent attention to detail and commitment to accuracy in financial record-keeping
• High degree of discretion and ability to handle confidential information with integrity
• Exceptional organizational skills and ability to manage multiple priorities independently
• Excellent written and verbal communication skills
• Proficiency with accounting software and financial management platforms