Role Overview
Lead and oversee the full financial, tax, legal, governance and administrative functions of a private single-principal family office. Act as a trusted advisor to the Shareholders and CEO, ensuring strategic financial management, regulatory compliance, wealth preservation, and operational efficiency across corporate entities and personal structures.
Financial Leadership & Reporting
- Oversee the complete finance function across all group entities
- Prepare annual IFRS-compliant financial statements and coordinate external audits, ensuring timely statutory filings (including DMCC and other regulatory portals)
- Deliver comprehensive monthly reporting to the CEO and Shareholders, including:
- Consolidated management accounts
- Budget vs. actual analysis
- Cash flow reporting
- Net Asset Value (NAV) of assets under management
- Maintain full accounting records, reconciliations, and supporting schedules
- Oversee treasury management including banking relationships, liquidity planning, petty cash, and working capital management
- Prepare and manage quarterly funding requests to support both corporate and personal expenditure requirements
- Monitor liquidity across all entities to ensure sufficient funding to meet operational and personal obligations
Personal & Shareholder Advisory
- Provide confidential support to Shareholders on personal financial and administrative matters
- Deliver monthly personal financial reporting, including:
- Expense analysis vs. budget
- Consolidated liquidity position
- Funding requirements
- Coordinate investment, banking, and KYC matters
- Act as a trusted financial partner in long-term wealth preservation, estate planning coordination, and strategic structuring decisions
Tax Strategy & Compliance
- Advise Shareholders on the tax implications of business and personal activities, including compliance requirements, filing deadlines, and estimated liabilities
- Coordinate cross-jurisdictional tax advisors to manage personal and corporate tax filings
- Ensure all filings, extensions, and payments are submitted accurately and within statutory deadlines
- Lead tax planning initiatives to optimise the Shareholders global tax position within legal frameworks
- Monitor tax refunds and maintain up-to-date tax documentation across all entities and individuals
- Oversee UAE VAT and Corporate Tax registrations, filings, payments, and refund claims
Legal, Governance & Corporate Compliance
- Oversee company formations, restructurings, and maintenance of statutory corporate records
- Manage KYC requirements in relation to investments, banking relationships, and legal matters, ensuring compliance with regulatory standards
- Prepare and coordinate board and shareholder resolutions and minutes
- Maintain and regularly update the corporate structure chart and ownership records
- Manage third-party advisors including legal counsel, tax advisors, auditors, banks, and regulators
- Ensure compliance with Economic Substance Regulations and cross-jurisdictional regulatory requirements
- Oversee renewal of trade licences and corporate registrations across all jurisdictions
- Design and implement internal control frameworks to safeguard assets
- Monitor financial governance policies, including treasury controls and segregation of duties
- Oversee risk mitigation strategies across financial, regulatory, and operational areas
HR & Administration Oversight
- Prepare monthly payroll processing, adjustments, bonuses and employee communications
- Ensure compliance with UAE Labour Law and employment regulations
- Manage end-of-service calculations and documentation
- Oversee health insurance, third-party liability coverage and risk protection policies
- Support Household Managers with renewal processes and operational coordination
- Conduct monthly budget review meetings with Household Management to ensure cost control and alignment with approved budgets
Requirements
- Professional qualification (CPA / ACCA / CA) required; Big 4 training highly desirable
- 8+ years progressive finance experience, ideally within private wealth or family office environments
- Strong working knowledge of cross-border tax matters (including U.S. tax exposure preferred)
- Financial modelling and analytical capability
- Exceptional discretion, integrity, and professionalism in handling confidential family matters
- Strong leadership, stakeholder management, and communication skills
