Senior Financial Accountant - Family Office

About the role

A recruitment partner is recruiting a Senior Financial Accountant for a family office in Sydney. The role sits in an established finance function and suits a technically strong accountant who wants to move beyond traditional financial reporting into accounting, tax, compliance, cash management and investments. It reports to an experienced senior leader, involves bringing accounting activities in-house and improving reporting and financial operations, and is based in the office five days a week.

Key responsibilities

• Manage month-end processing, journals and balance sheet reconciliations using Xero
• Support the transition of accounting activities from external providers in-house
• Oversee cash flow, liquidity and supplier payment processes
• Prepare statutory financial statements for consolidated groups and individual entities
• Produce weekly, monthly and quarterly management reports and board reporting
• Coordinate tax compliance and liaise with external tax advisers
• Manage ASIC, ACNC and other regulatory reporting requirements
• Oversee investment administration, including capital calls, subscriptions, redemptions and reconciliations
• Assist with investment analysis, due diligence and financial reviews
• Build relationships with external auditors, professional advisers and key stakeholders
• Assist with wider operational and administrative responsibilities in a small team

Required profile

• CA/CPA qualified or nearing completion, with strong technical accounting skills
• Experience in a Senior Financial Accountant or Financial Accountant position
• Background in Business Services or professional practice is highly desirable
• Strong understanding of end-to-end accounting, statutory reporting and tax compliance
• Experience preparing financial statements, managing month-end and completing reconciliations
• Strong communication skills and confidence dealing with non-finance stakeholders
• Proactive, organised, independent and able to take ownership
• Integrity, discretion and attention to detail

Required skills

• Month-end processing and balance sheet reconciliations
• Statutory reporting and tax compliance
• Investment administration
• Advantageous: exposure to Xero

What we offer

• Salary of $125,000-$145,000 plus superannuation and bonus
• Ongoing mentorship and development from an experienced leader
• Close-knit team with a collaborative culture
• Potential for greater flexibility and hybrid working as you progress

Candidates apply by submitting their CV through the recruiter; shortlisted candidates are contacted directly, and further details about the organisation are shared only then.