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.
• 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.