Your new company

I’m currently recruiting on behalf of a well-established family office based in North Sydney, who are looking to hire a strong Financial Accountant. This is a permanent, full-time role and a high‑priority hire due to upcoming retirements within the team. The family office manages a diversified portfolio of Australian and global listed investments and operates in a commercially focused, low‑bureaucracy environment with direct access to senior decision makers.

Your new role

Reporting directly to the CFO, this role will suit hands‑on accountant who enjoys variety and ownership and working across both accounting and compliance:

-Daily cash reconciliations, trade settlement and investment/portfolio valuations
-Month‑end close, balance sheet reconciliations and management reporting
-Preparation and lodgement of BAS, payroll tax and other statutory returns
-End‑to‑end payroll processing (STP, PAYG, superannuation)
-Accounts payable and receivable
-Maintaining accurate general ledger records
-Cash flow monitoring and treasury support
-Liaising with external accountants, auditors and advisers
-Managing insurance renewals and related administration
-Supporting group structure documentation and entity compliance
-Contributing to ad hoc projects and process improvements

What you'll need to succeed

-A tertiary qualification in Accounting (CA/CPA qualified or close to completion preferred)
-3–5 years’ experience in a Family Office, Fund Management/Financial Services, or Business Services role within public practice
-Strong accounting and tax capability, including statutory and compliance reporting
-Experience with cash management, reconciliations and portfolio accounting
-Advanced Excel skills (macros highly regarded)
-Excellent attention to detail and ownership of data accuracy
-Strong communication skills and confidence working with senior stakeholders
-A proactive, self-sufficient approach

What you'll get in return

-Genuine exposure to investment structures and wealth management operations
-Work with a highly supportive CFO and senior decision making
-Long-term, stable role within a well established Family Office
-Supportive culture with strong team collaboration
-Modern North Sydney offices with harbour views
-Discretionary bonus on top of salary package (typically 10–15%)

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.