Job Title: Senior Consultant
About the Role:
We are seeking a skilled and client-focused professional to join our Family Office team. This role is pivotal in advising, implementing, and maintaining strategies that align with our clients' personal and financial aspirations.
* Management reporting & full suite of accounting support across multiple entity types, cash flow reporting and supporting SMSF compliance.
* Conduct financial analysis and modelling to uncover insights and identify risks or opportunities to support complex decision-making
* Build trusting relationships and act as the primary point of contact for a portfolio of high-net-worth individuals and family groups
* Prepare for and participate in client meetings, reviewing progress and discussing strategic opportunities
* Manage relationships with third-party providers (e.g. private banks, property agents, utility services, fund managers, and other advisors)
* Mentor and review work completed by junior team members, offering guidance and coaching
* Lead onboarding of new Family Office clients — from proposal and setup through to implementation and rollout
About You:
* Minimum of 5 years' experience in consulting, tax, or accounting with exposure to family office or private client services
* Ability to perform complex analysis, deliver reports, and distill technical information into clear, actionable advice
* Bachelor's degree in Finance, Accounting, Economics or related field
* CPA, CA or CFA qualification
* Strong interpersonal, time management and communication skills
* A big-picture thinker with a critical and analytical lens
* Client-centric mindset and ability to confidently manage relationships with HNW clients and stakeholders
Why Work With Us?
* Work with sophisticated clients and interesting financial structures
* Join a collaborative, transparent, and high-performing Family Office team
* Ongoing professional development and career progression opportunities
* A supportive firm culture that values balance, excellence, and authenticity