Finance Manager - Private Family Office

Atlas Partners; Melbourne; Presencial; AUD 120.000 - 150.000; Jornada completa

Descripción de la vacante

Atlas Partners in Melbourne is seeking a Finance Manager to oversee day-to-day accounting across family office and investment entities, delivering insightful management reports for boards and senior stakeholders.

The role requires CA/CPA qualifications, strong accounting and tax experience, and the ability to lead a small finance team in a trusted, multi-entity environment. This is a career-defining opportunity with high-profile exposure.

Formación

• Strong management accounting and reporting experience, ideally from a business services or professional services background.
• Experience with trust structures, partnerships, companies and superannuation funds.
• Exposure to tax compliance including trust distributions, BAS and FBT.
• Proficiency in Microsoft Excel, PowerPoint and Xero.
• An appreciation for discretion and confidentiality in a trust-based environment.

Responsabilidades

• Managing day-to-day accounting and finance operations across family office and investment entities.
• Preparing management reports for investment entities, including board packs and variance commentary.
• Managing statutory reporting obligations, year-end audit preparation and Division 7A requirements.
• Managing tax compliance requirements including BAS, FBT and annual reconciliations.
• Overseeing cash flow management and forecasting across entities.
• Business partnering with investments, group finance, legal and treasury functions.
• Liaising with external advisors including tax agents, auditors and fund managers.
• Leading, mentoring and developing a small team of three finance professionals.

Conocimientos

Management accounting

Reporting

Stakeholder engagement

Confidentiality

Educación

CA or CPA qualification

Herramientas

Excel

PowerPoint

Xero

Descripción del empleo

One of Australia's largest private family offices is seeking a Finance Manager to join its team in Melbourne.
This role has been created due to significant growth and complexity across the group's family office and investment operations. It offers rare exposure to a sophisticated, multi-entity investment environment - spanning both active and passive investments across a range of asset classes. This is an excellent opportunity for a commercially minded CA or CPA qualified professional looking for a meaningful step into a high-profile, relationship-driven environment.

The role

Key responsibilities will include:

• Managing day-to-day accounting and finance operations across family office and investment entities
• Preparing management reports for investment entities, including board packs and variance commentary
• Managing statutory reporting obligations, year-end audit preparation and Division 7A requirements
• Managing tax compliance requirements including BAS, FBT and annual reconciliations
• Overseeing cash flow management and forecasting across entities
• Business partnering with investments, group finance, legal and treasury functions
• Liaising with external advisors including tax agents, auditors and fund managers
• Leading, mentoring and developing a small team of three finance professionals

About you

To be successful in this role you will likely have:

• CA or CPA qualification
• Strong management accounting and reporting experience, ideally from a business services or professional services background
• Experience with trust structures, partnerships, companies and superannuation funds
• Exposure to tax compliance including trust distributions, BAS and FBT
• Proficiency in Microsoft Excel, PowerPoint and Xero
• Strong interpersonal skills and the maturity to engage confidently with senior and family stakeholders
• An appreciation for discretion and confidentiality in a trust-based environment

Family office roles of this calibre rarely come to market. For the right candidate, this is a career-defining opportunity - one that offers genuine commercial variety, high-profile stakeholder exposure and the kind of long-term relationships that open doors that are otherwise very difficult to access.