The opportunity:You will act as the financial backbone of the family office, overseeing reporting, compliance, asset administration, and cash management across multiple private structures.
Working closely with the principals, you will provide clear, accurate financial information to support informed decision-making and long-term planning.This is a role for someone who values ownership over delegation, quality over speed, and long-term relationships over short-term wins.
You will be trusted with sensitive information and expected to operate with discretion, independence, and sound judgement.What you will be responsible for:Financial control and reportingOwn all accounting and financial reporting across family office entitiesPrepare high-quality monthly, quarterly, and annual financial statementsMaintain complete general ledger integrity, including reconciliations and journalsManage year-end processes and liaise with external accountants and auditorsOversee all statutory obligations including BAS, income tax, FBT, and compliance lodgmentsFamily office asset and portfolio administrationMaintain accurate records across listed investments, managed funds, private assets, and cash holdingsReconcile transactions, corporate actions, cost bases, and portfolio movementsPrepare clear and concise net worth and portfolio reporting for the principalsLiaise directly with banks, brokers, custodians, and other counterpartiesTax oversight and planning supportCoordinate with external advisers on tax matters across trusts, companies, and related structuresMaintain robust tax working papers and supporting schedulesSupport annual tax planning and monitor ongoing tax positionsEnsure all deadlines, payments,



and obligations are met proactivelyTreasury and cashflow managementPrepare and monitor cashflow forecasts and liquidity positionsManage bank accounts, payments, and approval workflowsOversee day-to-day treasury activity across family entitiesAdviser and stakeholder engagementAct as the primary finance contact for accountants, lawyers, and other advisersProvide timely, accurate financial information to support decisionsCommunicate clearly, professionally, and discreetly at all timesStructural simplificationAssist with reviewing, rationalising, and winding down legacy or redundant entities and accountsAbout you:You are an experienced finance professional who is comfortable operating independently in a private family office or complex multi-entity setting.
You take pride in accuracy, organisation, and being someone others rely on.You likely bring:Senior experience in financial control, accounting, or finance management rolesStrong technical accounting and tax knowledgeHands-on experience with trusts, companies, and private asset structuresHigh levels of discretion, professionalism, and personal accountabilityA calm, methodical approach and strong attention to detailWhy this role stands out:A genuine family office role with direct principal accessPart-time structure, 3 or 4 days per week, with flexibilityBroad, end-to-end responsibility rather than narrow siloed tasksLong-term role offering stability, influence, and professional satisfactionThis role will suit someone who values trust, autonomy, and quality work over titles or headcount.
If you are seeking a senior part-time role where your judgement and experience truly matter, this is a rare opportunity.Interested in learning more?
All enquiries are handled with strict confidentiality.
Please submit your CV to
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📌 Financial Controller - Part-Time - Family Office (Melbourne)
🏢 Collins Executive Recruitment
📍 Melbourne