Family Office, Lead Accountant

  • Location

    North Sydney, New South Wales

  • Sector:

    Senior Finance

  • Job type:


  • Salary:


  • Contact:

    Zak Beer

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


A successful boutique Investment Management firm based in North Sydney is seeking an Accountant to join their Family Office team.

As the trusted advisors to Ultra High Net Wealth individuals and SMSFs on investment matters, this firm is looking for an experienced Chartered Accountant to offer a complimentary Taxation and Accounting service to their suite of Family Office clients, along with acting as the firm's company Finance Manager.

This is a unique opportunity for a qualified Chartered Accountant looking to transition into the Family Office or Finance Manager space, or a CA keen on building their own fee base with the view to gain equity and Partnership within the firm.

You will be CA qualified ideally with a Tax agent's registration - with experience advising a wide variety of clients and High Net Wealth Individuals on Taxation, SMSF and Accounting matters. You will display high attention to detail along with a genuine enjoyment in delivering a first-class service to your clients and acting as their trusted advisor.

With modern offices minutes from the station along with underground parking available, this is a close-knit firm with a true family-feel and will suit someone who enjoys a collaborative team and work environment.

You will be offered the chance to work flexibly or part-time if and when required and be supported in the development of your career with a genuine clear track to progressing to Partnership/Equity if that is of interest.

Apply below and attention your CV to Zak Beer, or to confidentially discuss your career in more depth contact Zak directly at or (02) 9236 9012.

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