The Company

Our client is an established property funds management business, growing a platform of unlisted and wholesale property trusts and investment structures. With a lean, cooperative team and a genuine growth trajectory, this is a business where the finance function has real ownership and influence over outcomes.

The Role

This hands-on role owns financial, tax and management reporting across a portfolio of property funds, partnering closely with funds management, asset management, investor relations, lenders and auditors.

Key Responsibilities
Your key responsibilities will include, but not be limited to:
Oversight and review of monthly management accounts across a portfolio of property funds, in line with agreed reporting timetables.
Manage the annual reporting process, including preparation of financial statements and board papers, and coordination of the external audit.
Preparation of unit pricing and investor distribution calculations, and monthly and quarterly investor reporting.




Preparation of distribution tax calculations and annual income tax returns.
Cash flow forecasting, and monitoring of fund liquidity, treasury administration and debt covenant compliance.
Review joint venture financial information and respond to reporting requests from investors, lenders and auditors.

About You
CA or CPA qualified
Solid technical accounting knowledge, with experience preparing fund financial statements, distribution tax calculations and income tax returns.
Knowledge of complex legal entity structures, with a robust understanding of Australian tax and accounting standards.
Advanced Excel & systems skills
Able to work independently with minimal supervision, and comfortable operating in a lean, hands-on team.
Excellent communication and stakeholder management skills, with the ability to build relationships across asset management, investor relations and executive teams.

Trent Cairns 02 •••• •660

📌 Finance Manager, Real Estate Funds Sydney
🏢 Capstone Recruitment Group
📍 Sydney