We are exclusively partnering with a family office seeking a part time finance professional to support the ongoing management of its operations.

This is a three-day-per-week role, initially offered on a contract basis, with a clear pathway to a permanent position for the right individual.

The business has a robust family-oriented culture, and the role will involve working closely with the owner. As such, they are looking for someone with excellent attention to detail, a proactive approach, and the ability to communicate financial matters clearly and patiently.

Flexible working hours are available to accommodate personal commitments; however, this is a hybrid role with an expectation of regular office presence.

Key Responsibilities

The role will cover three primary areas across a group of key entities:

Financial Operations
Manage day-to-day accounting, including accounts payable and receivable
Perform bank reconciliations and maintain accurate financial records

Investment & Portfolio Oversight
Assist in managing a portfolio of legacy investments and relationships
Liaise with external stakeholders where required




Prior exposure to fund accounting or investment reporting would be advantageous

Tax & Compliance
Take ownership of internal tax and compliance responsibilities
Act as the key point of contact for interactions with ASIC and the ATO
Liaise with external advisors (PwC) where required

About You
Strong attention to detail and a hands-on approach
Comfortable working in a small, close-knit environment
Able to communicate financial information clearly to non-finance stakeholders
Experience within a family office, investment environment, or SME would be beneficial
Exposure to investment portfolios or funds is desirable but not essential
Adaptable and comfortable working across different systems

What's on Offer
Part-time position (3 days per week)
Flexibility around working hours
Initial contract with a clear pathway to permanency
Prospect to work closely with key decision-makers
Supportive and stable working setting
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📌 Part Time Finance Manager Mosman
🏢 Ambition Recruitment
📍 Mosman