Job Description

Rare opportunity to join a leading investment manager in a broad accounting role with exposure to transactions, complex structures and investment activity.

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Working closely with both finance and investment professionals, you'll gain exposure to acquisitions, capital management, tax, treasury and complex investment entities while developing a deeper understanding of how investments are assessed, structured and managed.

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This is not a traditional reporting-focused accounting role. Instead, you'll work close to the underlying investments and transactions, gaining exposure to commercially meaningful work rarely available in a typical accounting position.

The Role n

Key responsibilities include:

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- Ownership of a portfolio of investment entities
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- Financial reporting and compliance obligations
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- Financial statements and tax reporting
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- Capital calls, distributions and treasury activities
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- Drawdowns and repayments
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- Exposure to acquisitions and new transactions
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- Reviewing legal and transaction documentation
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- Liaising with auditors and external advisers
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- Supporting structuring and transaction initiatives
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- Process and systems improvement
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Rare opportunity to join a leading investment manager in a broad accounting role with exposure to transactions, complex structures and investment activity.

n

Working closely with both finance and investment professionals, you'll gain exposure to acquisitions, capital management, tax, treasury and complex investment entities while developing a deeper understanding of how investments are assessed, structured and managed.

n

This is not a traditional reporting-focused accounting role. Instead, you'll work close to the underlying investments and transactions,



gaining exposure to commercially meaningful work rarely available in a typical accounting position.

The Role n

Key responsibilities include:

n

n
- Ownership of a portfolio of investment entities
n
- Financial reporting and compliance obligations
n
- Financial statements and tax reporting
n
- Capital calls, distributions and treasury activities
n
- Drawdowns and repayments
n
- Exposure to acquisitions and new transactions
n
- Reviewing legal and transaction documentation
n
- Liaising with auditors and external advisers
n
- Supporting structuring and transaction initiatives
n
- Process and systems improvement
n

About You n

We are interested in speaking with:

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- Fund or Investment Accountants
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- Property Funds or Asset Management professionals
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- Business Advisory or Business Services Accountants
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- Private Tax professionals seeking a first move into industry
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You will ideally bring:

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- CA or CPA qualification
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- Strong technical accounting and/or tax capability
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- Experience with trusts, companies or complex structures
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- Strong stakeholder management skills
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- A genuine interest in investments and transactions
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- A proactive, commercially minded approach
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Why Apply? nn
- Direct exposure to investments and transactions
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- Broad role with tax, treasury and structuring exposure
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- High-performing team with exceptional tenure
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- Strong mentoring and career development
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- Attractive remuneration and incentive structure
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- Team-oriented, low-ego culture
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This is an excellent opportunity to build a long-term career within investments and funds management while remaining close to technically challenging and commercially interesting work.

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📌 Investment Accountant | Funds Management (Brisbane)
🏢 Perigon Group
📍 Brisbane