Accountant-Family Office (Personal Finances & Investments)
Full time
at Micah Solutions
in
UAE
Posted on February 5, 2025
Job details
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
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