• Ideal for a Senior Manager/Director from Business Services or a Financial Controller working in a Family Office environment
• Work directly with Partners on a range of financial matters
• Sydney CBD | Full-time onsite | Circa $200k 

The Opportunity

An exciting opportunity has arisen for a skilled accounting professional to join a growing Private Office in a pivotal financial role. This is an ideal role for someone with experience in professional services, particularly from a business services, tax advisory or private clients division, or for someone who has or is working within a private family office.  

The Family Office manages a sophisticated and diverse portfolio of assets across property, operating businesses, and listed and private investments. You’ll work closely with highly respected stakeholders who value trusted financial insight, strategic thinking and an advance skillset in end to end accounting.

In this role, you’ll take ownership of financial and tax operations. You’ll be responsible for driving improvements in reporting, managing compliance across multiple entities and structures.

The Challenge

Your key responsibilities will include the following:

• Prepare compliance documentation for Partners as directed, including, but not limited to, Financial Statements, Income Tax Returns, Business Activity Statements, FBT and other tax related returns.
• Prepare monthly/quarterly management accounts for Partners as directed
• Analyse and liaise with the Finance Partner on issues that arise during the preparation of compliance documentation
• Liaise with the Finance Function to ensure correct and proper accounting and tax treatment of investments made in the funds
• Liaise with external stakeholders including CFO’s of portfolio businesses, external auditors, portfolio managers, tax advisors, tax agents, legal counsel and the ATO
• Assist with preparation of quarterly Partner meeting documents
• Prepare cashflow forecasts for Partners to assist in cash flow planning and meeting investment obligations

The Expertise

Please consider expressing interest in this position if you possess the following:

• CA qualified with at least 6 years’ experience, ideally in a manager or senior manager capacity within a Big 4 or Mid-tier accounting firm.
• Experience working within HNW family groups, including loans, offshore investments, and tax consolidation.
• Strong knowledge of legal structures, tax implications, and the ability to prepare detailed income tax calculations and reconciliations.
• Proven experience in managing complex financial structures and presenting financial data to senior stakeholders and Boards of Directors.
• Excellent communication skills, with the ability to drive financial discussions and present complex information clearly to both internal and external parties.

The Next Step 

If this position will enhance your career and you would like further details on the client, the role, remuneration or a copy of the position description, please call Henry Clunies-Ross for a confidential discussion on 0477 359 020
Or alternatively please apply per the link below.

About ThompsonCook
  
ThompsonCook fosters strong relationships with top accounting and finance professionals across Australia. We recruit for key finance function roles, including Accounts Payable, Accounts Receivable, Payroll, Financial Accountants, Management Accountants, Finance Managers, Financial Controllers, and Chief Financial Officers, as well as positions in Treasury, Tax, and Audit. We support our clients with both permanent and contracting recruitment solutions.
 
ThompsonCook | We Only Do Accounting | Focused on Melbourne and Sydney