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Family office advisor

Melbourne
beBeeStrategist
Posted: 30 July
Offer description

Senior Consultant

We are seeking a seasoned Senior Consultant to join our dynamic team. As a Senior Consultant, you will play a pivotal role in advising and implementing strategies that align with our clients' personal and financial aspirations.


Key Responsibilities:

* Management Reporting: Provide 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.


Requirements:

* 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.


Benefits:

* 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.

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