Job Description
We are seeking an experienced Senior Accountant to join our Family Office team, where they will play a pivotal role in advising and implementing strategies that align with our clients' personal and financial aspirations.
This position involves providing management reporting, full accounting support across various entity types, cash flow analysis, and supporting SMSF compliance. The successful candidate will be responsible for conducting financial analysis and modelling to uncover insights and identify risks or opportunities, as well as building trusting relationships with high-net-worth individuals and family groups.
The ideal candidate will have at least 5 years of experience in consulting, tax, or accounting with exposure to family office or private client services. They should be able to perform complex analysis, deliver reports, and distill technical information into clear, actionable advice. A Bachelor's degree in Finance, Accounting, Economics, or a related field is required, along with a CPA, CA, or CFA qualification. Strong interpersonal, time management, and communication skills are essential for this role.
About the Role
* 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
* A 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
What We Offer
* 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