A great opportunity at a leading offshore service provider with expertise in private client, fund, tax and corporate administration services.
This is a client-facing role within the Private Client Team and involves managing a portfolio of clients and working closely with intermediaries. Responsibilities will include the preparation/reviewing of client financial statements, valuations and reports, dealing with a varied range of client queries, assisting with bookkeeping including posting all cash transactions, assisting with the billing process, inputting / approving payments using online banking systems, supervision of the collation of board papers from different sources and creating agendas and board packs for client meetings and attending board and committee meetings. Candidates should be a professionally qualified accountant ACA/ACCA/ICAS or equivalent with strong communication skills, the ability to digest and implement advice e.g. legal, tax and a high level of tact, diplomacy and confidentiality is essential due to the nature of the work.