One of Australia's largest private family offices is seeking a Finance Manager to join its team in Melbourne.
This role has been created due to significant growth and complexity across the group's family office and investment operations. It offers rare exposure to a sophisticated, multi-entity investment setting - spanning both active and passive investments across a range of asset classes. This is an excellent prospect for a commercially minded CA or CPA qualified qualified looking for a meaningful step into a high-profile, relationship-driven environment.
The role
Key responsibilities will include:
Managing day-to-day accounting and finance operations across family office and investment entities
Preparing management reports for investment entities, including board packs and variance commentary
Managing statutory reporting obligations, year-end audit preparation and Division 7A requirements
Managing tax compliance requirements including BAS, FBT and annual reconciliations
Overseeing cash flow management and forecasting across entities
Business partnering with investments, group finance, legal and treasury functions
Liaising with external advisors including tax agents, auditors and fund managers
Leading, mentoring and developing a small team of three finance professionals
About you
To be successful in this role you will likely have:
CA or CPA qualification
Strong management accounting and reporting experience, ideally from a business services or skilled services background
Experience with trust structures, partnerships, companies and superannuation funds
Exposure to tax compliance including trust distributions, BAS and FBT
Proficiency in Microsoft Excel, PowerPoint and Xero
Strong interpersonal skills and the maturity to engage confidently with senior and family stakeholders
An appreciation for discretion and confidentiality in a trust-based workplace
Family office roles of this calibre rarely come to market. For the right candidate, this is a career-defining opportunity - one that offers genuine commercial variety, high-profile stakeholder exposure and the kind of long-term relationships that open doors that are otherwise very difficult to access.