Family Office Administrator
Core
Provide comprehensive accounting and administration support for a high-net-worth private family group and a portfolio of private business clients.
Role type
Family Office Administrator / Senior Accountant
Builds
Financial statements, tax returns, management reports, and cash flow analysis for family entities and private clients.
Domain
Family Office / Private Wealth Management / Accounting
Required skills
Bookkeeping, General Accounting, Payroll, Financial Administration, Management Reporting, Tax Preparation, Cash Flow Management, Multi-entity Transaction Management, Financial Analysis
Preferred skills
Previous Family Office Experience, Tax Planning, Budgeting and Forecasting
Technologies
Accounting Software, Payroll Systems, Financial Reporting Tools
Responsibilities
Manage payments, payroll, bookkeeping, and reconciliations across multiple family entities; Prepare BAS, cash flow reports, balance sheet information, and management reporting; Monitor cash positions while assisting with budgets, forecasts, and financial analysis; Liaise directly with family members, banks, insurers, advisers, accountants, and lawyers; Coordinate insurance renewals and varied financial, administrative, and personal matters; Prepare financial statements, tax returns, BAS, and management accounts for private clients.
Seniority
Mid-Senior, hands-on IC