Your new company A rare opportunity to join a well-established investment business in a stunning North Sydney office location.
Working closely with the CFO, this role offers broad exposure across financial accounting, corporate entities, investments, compliance, and treasury activities within a highly professional environment.
This position is ideally suited to a Financial Accountant coming directly from a Family Office, Wealth Management, Private Equity, Investment Management, or broader Financial Services environment who enjoys a hands-on role and wants to be part of a team with genuine work-life balance.
Your new role
Monthly financial reporting and balance sheet reconciliations
Managing statutory compliance including BAS, payroll tax and other lodgements
End-to-end payroll oversight, including STP, PAYG and superannuation
Cash flow management and treasury support
Accounts payable and receivable oversight
Maintaining accurate general ledger records
Supporting entity administration and corporate governance requirements
Liaising with external auditors,



tax advisers and other stakeholders
Assisting with investment accounting and reporting activities
Contributing to process improvement initiatives and ad hoc finance projects
What you'll need to succeed
CA/CPA qualified or working towards completion
3+ years' experience within a Family Office or Financial Services organisation
Strong financial accounting and compliance experience
Excellent attention to detail and stakeholder management skills
Advanced Excel capability
A proactive, hands-on approach and robust sense of ownership
What you'll get in return
Highly sought-after Family Office / investment environment
Exposure to senior decision-makers and investment operations
Stunning North Sydney offices
Supportive, professional culture
Standard business hours with excellent work-life balance
Competitive salary & generous discretionary annual bonus
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📌 Financial Accountant (Sydney)
🏢 Rashi Joshi
📍 Sydney