•  South Yarra | $120K Package 
•  Dynamic and growing Family Office 
•  Balance & ownership | CFO support & mentorship 

The Opportunity

An opportunity has arisen for a capable and detail-oriented Tax & Financial Accountant to join a growing Family Office supporting a diverse portfolio across property, operating businesses, and investments. This role is ideal for an accountant currently in Business Services, Private Clients or Tax, looking to move into industry while still working closely with complex structures and tax matters. You’ll take ownership of day-to-day financial and tax compliance across the group, with direct support and oversight from the external accounting firm’s Director, who acts as the Family Office CFO, and an internal Bookkeeper. The role is hands-on and operational, offering exposure to a sophisticated group actively investing with high caliber stakeholders. 

The Challenge

Reporting to the Director your key responsibilities will include the following:

• Monthly reconciliations and financial management for multiple entities
• Managing inter-entity transactions, Division 7A loans and Unpaid Trust Entitlements
• Preparing management accounts and supporting month-end reporting
• Overseeing BAS, payroll tax and other statutory lodgements
• Maintaining accurate general ledger data across the group
• Assisting with group structure documentation and entity administration
• Supporting cash flow tracking and basic treasury activities
• Liaising with external accountants, advisers and internal stakeholders

The Expertise

Please consider expressing interest in this position if you possess the following:

• CA (or near completion)
• 4–8 years’ experience, ideally from Business Services, Tax or Private Clients
• Exposure to HNW family groups, trusts, companies and Division 7A
• Strong technical accounting and tax foundations
• Experience with Xero and strong Excel skills
• A practical, reliable and detail-focused approach
• Confidence working independently, while valuing senior support and guidance

The Next Step 

If this position will enhance your career and you would like further details on the client, the role, remuneration or a copy of the position description, please call Susan Fouche for a confidential discussion on 0428 915 102
Or alternatively please apply per the link below.

About ThompsonCook
  
ThompsonCook fosters strong relationships with top accounting and finance professionals across Australia. We recruit for key finance function roles, including Accounts Payable, Accounts Receivable, Payroll, Financial Accountants, Management Accountants, Finance Managers, Financial Controllers, and Chief Financial Officers, as well as positions in Treasury, Tax, and Audit. We support our clients with both permanent and contracting recruitment solutions.
 
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