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:
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