Job Description

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 skilled 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.

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Your new role

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Monthly financial reporting and balance sheet reconciliations
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Managing statutory compliance including BAS, payroll tax and other lodgements
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End-to-end payroll oversight, including STP, PAYG and superannuation
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Cash flow management and treasury support
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Accounts payable and receivable oversight
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Maintaining accurate general ledger records
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Supporting entity administration and corporate governance requirements
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Liaising with external auditors,



tax advisers and other stakeholders
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Assisting with investment accounting and reporting activities
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Contributing to process improvement initiatives and ad hoc finance projects
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What you'll need to succeed

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CA/CPA qualified or working towards completion
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3+ years' experience within a Family Office or Financial Services organisation
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Strong financial accounting and compliance experience
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Excellent attention to detail and stakeholder management skills
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Advanced Excel capability
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A proactive, hands-on approach and robust sense of ownership
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What you'll get in return

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Highly sought-after Family Office / investment setting
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Exposure to senior decision-makers and investment operations
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Stunning North Sydney offices
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Supportive, skilled culture
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Standard business hours with excellent work-life balance
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Competitive salary & generous discretionary annual bonus
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📌 Financial Accountant New South Wales
🏢 Rashi Joshi
📍 New South Wales