Senior Accountant
Core
Manage month-end close, reconciliations, financial reporting, tax compliance, and treasury administration for a multi-entity family office portfolio.
Role type
Senior Accountant (Family Office)
Builds
Financial statements, management accounts, tax returns, and investment portfolio reports.
Domain
Family Office / Wealth Management / Accounting
Required skills
CA or CPA qualification, multi-entity accounting, Australian tax compliance (trust/company/indirect), Xero, advanced Excel, AI/automation tools
Preferred skills
Experience in professional practice or complex multi-entity environments, interest in AI/automation, background in investment/treasury reporting
Technologies
Xero, Excel, AI automation systems
Responsibilities
Manage month-end close activities and reconciliations, prepare financial statements and tax returns, support investment portfolio reporting, handle accounts payable, assist with corporate governance and compliance, drive process automation
Seniority
Senior, hands-on IC