Key Responsibilities

Management Company Finance

• Prepare and oversee monthly management accounts.
• Manage statutory filings and ensure all reporting deadlines are met.
• Lead the preparation of annual accounts.
• Coordinate and manage the annual audit process.
• Oversee payment processes, approvals, and financial controls.
• Manage payroll and LLP drawings, including pensions, HMRC obligations, and related compliance.
• Maintain a clear, accurate financial picture for senior management and partners.

Tax and Compliance

• Support tax structuring for the management company and related entities.
• Ensure ongoing compliance requirements are met for the management company.
• Oversee FCA (Appointed Representative) compliance matters in coordination with internal and external advisers.
• Support HR‑related matters where finance, payroll, or compliance overlap. <...