A rare opportunity has arisen to join a sophisticated private family office in a senior, trusted finance role supporting experienced principals with substantial personal and investment affairs.
This role sits at the centre of a private family office where thoughtful decision-making, discretion, and precision are paramount. The successful candidate will take ownership of the finance function, working closely with principals and operating with a high degree of independence and trust.
Working hours and days can be structured flexibly to suit the right candidate, provided there is an in-office presence of at least three days per week.
The opportunity:
You will act as the financial backbone of the family office, overseeing reporting, compliance, asset administration, and cash management across multiple private structures. Working closely with the principals, you will provide clear, accurate financial information to support informed decision-making and long-term planning.
This is a role for someone who values ownership over delegation, quality over speed, and long-term relationships over short-term wins. You will be trusted with sensitive information and expected to operate with discretion, independence, and sound judgement.
What you will be responsible for:
Financial control and reporting
* Own all accounting and financial reporting across family office entities
* Prepare high-quality monthly, quarterly, and annual financial statements
* Maintain complete general ledger integrity, including reconciliations and journals
* Manage year-end processes and liaise with external accountants and auditors
* Oversee all statutory obligations including BAS, income tax, FBT, and compliance lodgments
Family office asset and portfolio administration
* Maintain accurate records across listed investments, managed funds, private assets, and cash holdings
* Reconcile transactions, corporate actions, cost bases, and portfolio movements
* Prepare clear and concise net worth and portfolio reporting for the principals
* Liaise directly with banks, brokers, custodians, and other counterparties
Tax oversight and planning support
* Coordinate with external advisers on tax matters across trusts, companies, and related structures
* Maintain robust tax working papers and supporting schedules
* Support annual tax planning and monitor ongoing tax positions
* Ensure all deadlines, payments, and obligations are met proactively
Treasury and cashflow management
* Prepare and monitor cashflow forecasts and liquidity positions
* Manage bank accounts, payments, and approval workflows
* Oversee day-to-day treasury activity across family entities
Adviser and stakeholder engagement
* Act as the primary finance contact for accountants, lawyers, and other advisers
* Provide timely, accurate financial information to support decisions
* Communicate clearly, professionally, and discreetly at all times
Structural simplification
* Assist with reviewing, rationalising, and winding down legacy or redundant entities and accounts
About you:
You are an experienced finance professional who is comfortable operating independently in a private family office or complex multi-entity environment. You take pride in accuracy, organisation, and being someone others rely on.
You likely bring:
* Senior experience in financial control, accounting, or finance management roles
* Strong technical accounting and tax knowledge
* Hands-on experience with trusts, companies, and private asset structures
* High levels of discretion, professionalism, and personal accountability
* A calm, methodical approach and strong attention to detail
Why this role stands out:
* A genuine family office role with direct principal access
* Part-time structure, 3 or 4 days per week, with flexibility
* Broad, end-to-end responsibility rather than narrow siloed tasks
* High-trust, low-politics environment
* Long-term role offering stability, influence, and professional satisfaction
This role will suit someone who values trust, autonomy, and quality work over titles or headcount. If you are seeking a senior part-time role where your judgement and experience truly matter, this is a rare opportunity.
Interested in learning more?
All enquiries are handled with strict confidentiality. Please submit your CV to -