We’re searching for a commercially savvy Finance Manager to join a private office managing the affairs of a high-profile Australian family with diverse interests across operational businesses, private investments, property, trusts and superannuation.
This is a hands-on leadership role, ideal for someone who thrives in a dynamic, fast-paced environment and is comfortable managing complexity across multiple legal entities.
You’ll be at the heart of the business, working directly with the principals and external advisors to oversee financial strategy, board reporting, tax, compliance and investment visibility across approximately fifty entities, including family trusts, SMSFs and trading companies.
What you’ll be doing:
- Coordinate monthly family board meetings and board reports.
- Manage budgeting, forecasting and financial reporting across group entities.
- Maintain a consolidated view of assets, liabilities and financial obligations.
- Monitor performance across public and private investments, property holdings and alternative assets.
- Manage cashflow planning, including inter-entity transfers, investment deadlines and tax obligations.
- Coordinate with external advisors on tax planning, lodgements, structuring and compliance.
- Oversee bookkeeping, payroll, reconciliations and financial record-keeping.
- Support ASIC and ATO filings and ensure timely statutory compliance.
- Provide strategic financial insights to the principals.
- Lead the adoption of finance and operational technology across the group and build strong business cases for new tools and systems that improve visibility, efficiency and governance.
What we’re looking for:
- CA or CPA qualified.
- Background in a Family Office or a 2nd Tier accounting firm, working with high-net-worth individuals or complex private groups is what we are looking for and will only be considered in the first instance.
- Deep understanding of trust structures, SMSFs, investment vehicles and tax compliance.
- Hands-on experience in financial operations, multi-entity management and cashflow strategy.
- Strong capability in Xero and Excel, with a genuine appetite for technology adoption.
- Proven ability to evaluate, recommend and implement tech solutions, backed by clear business cases.
- Exceptional discretion, communication skills and ability to work independently.
You’ll be surrounded by interesting work, smart people, and the ability to directly influence the way the business operates for the better.
If you’re looking for depth, autonomy and the chance to shape best-practice financial operations from within, we’d love to hear from you.
You must be a Permanent Resident or Australian Citizen, as we are not able to sponsor for this role.
