Investment Accountant | Funds Management

Our client is a highly regarded investment management business seeking an Investment Accountant to join their Brisbane team.

This is a broad opportunity offering exposure across financial reporting, tax, treasury, transactions and complex investment structures. Working closely with both finance and investment professionals, you'll gain insight into how investments are assessed, structured and managed, rather than simply reporting on the outcome.

For accountants looking to move beyond a traditional reporting or compliance-focused role, this offers the opportunity to work closer to investments, transactions and commercial decision-making within a sophisticated investment environment.

The Role

Key responsibilities include

- Ownership of a portfolio of investment entities
- Financial reporting and compliance obligations
- Financial statements and tax reporting
- Capital calls, distributions and treasury activities
- Drawdowns and repayments
- Exposure to acquisitions and transaction-related matters
- Review of legal and transaction documentation
- Liaising with auditors and external advisers
- Supporting structuring initiatives and process improvements

About You This opportunity could suit an experienced Fund or Investment Accountant looking for broader exposure,



or a CA/CPA-qualified accountant seeking to leverage strong technical accounting and tax capabilities within an investment environment.

You will likely bring

- CA or CPA qualification
- Strong technical accounting and/or tax capability
- Experience working with trusts, companies or complex structures
- Solid communication and stakeholder management skills
- A genuine interest in investments and transactions
- A proactive and commercially minded approach

Applicants from funds management, property, asset management, business advisory, business services and private tax backgrounds are encouraged to apply. What's on Offer?
- Direct exposure to investments and transactions
- Broad role spanning accounting, tax, treasury and structuring
- High-performing team with exceptional tenure
- Strong mentoring and career development opportunities
- Attractive remuneration and incentive structure
- Collaborative, down-to-earth culture

This is an excellent opportunity to build a long-term career within investments and funds management while remaining close to technically challenging and commercially meaningful work. For a confidential discussion, please apply or contact Conal Grewar at Perigon Group.

📌 Investment Accountant (Brisbane City)
🏢 Perigon Group
📍 Brisbane City