Accountant-Family Office (Personal Finances & Investments)

Micah Solutions FZE is looking for a knowledgeable and meticulous Accountant specializing in Family Office services to oversee personal finances and investments for high-net-worth clients. In this role, you will be responsible for managing the financial needs of individuals and family groups, ensuring a high level of service and discretion. The ideal candidate will have a solid background in personal finance, investment management, and family office operations.

Responsibilities :

• Prepare and maintain comprehensive financial statements and reports for personal financing and investments.
• Manage cash flows and monitor investment portfolios to ensure optimal asset allocation and performance.
• Collaborate with clients to develop personalized financial strategies tailored to their goals and risk profiles.
• Ensure compliance with relevant tax regulations and assist in tax planning.
• Coordinate financial transactions, including payments, transfers, and investment activities.
• Provide investment research and recommendations based on market trends and client objectives.
• Communicate regularly with clients, providing updates on their financial status and adjustments based on their evolving needs.
• Maintain confidentiality and professionalism in handling sensitive client information.

Requirements

Requirements :

• Bachelor's degree in Accounting, Finance, or a related field.
• At least 5 years of experience in accounting, with a focus on family office, personal finance, or investment management
• Strong understanding of investment strategies, financial planning, and tax regulations.
• Proficiency in accounting software and financial modeling tools.
• Exceptional analytical and critical thinking abilities.
• Excellent organizational and multitasking skills, with a keen attention to detail.
• Strong communication skills, both written and verbal, to effectively engage with clients.

Preferred Qualifications :

• Professional certifications (e.g., CPA, CFA, or CFP) are highly regarded.
• Experience working directly with high-net-worth individuals or families.