Job Title

An exciting opportunity has arisen for a Senior Financial Accountant to join a small but sophisticated boutique investment firm, a family office. The position is permanent part-time, providing flexibility with 4 working days per week. Reporting to the CFO, the successful candidate will have the chance to work across a diverse multi-class investment portfolio held across a complex structure of companies and trusts.As a Senior Financial Accountant, your role will be pivotal in managing the full spectrum of accounting operations within this boutique family office. Your advanced Excel skills will be utilised for data analysis and charting, while your expert knowledge of Xero will be key in financial statement reporting. You''ll also play a crucial role in ensuring compliance with income tax preparation for the company/trust. With your keen eye for detail and analytical skills, you''ll identify areas for process improvement within the accounting spectrum.Responsibilities:Manage and oversee all financial operations within the family officePrepare audited financial statements and performance reportsEnsure compliance with income tax preparation for company/trustPrepare the Net Asset Valuation and performance reportingUtilise advanced Excel skills for data analysis and chartingIdentify areas for process improvement within the accounting spectrumWhat you bring:Qualified accountant (CA/CPA) with corporate and fund accounting experienceAdvanced Excel skills including charting abilityExperience in Company/Trust Income tax preparationStrong written and verbal communication skillsFor more information, please apply or reach out to Michael Nolan, Business Director at michael.nolan@robertwalters.com.au or call 02 8289 3205.Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Michael Nolan on 02 8289 3205 for a confidential discussion.About the jobContract Type: FULL_TIMESpecialism: Accountancy & FinanceSalary: AUD130,000 - AUD160,000 per annumWorkplace Type: HybridExperience Level: Mid ManagementLocation: SydneyJob Reference: 2034140/001Date posted: 24 March 2025Consultant: Michael Nolan #J-18808-Ljbffr