Senior Associate - Family Office

Catalina Talent Advisory; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Competitive pay

Client exposure

Mentoring & growth

Collaborative culture

Parental leave

Job summary

Catalina Talent Advisory is recruiting a Senior Associate to support the Head of Client Services and Relationship Manager in delivering integrated family office services. You will engage with high‑net‑worth clients, coordinate tax compliance, preparation of investment reporting, and help implement client strategies with precision.

Working closely with the CIO and Investment Analyst, you’ll gain exposure to sophisticated investment structures and enterprise governance, while developing strong

Qualifications

• CA/CPA qualified with 2–4 years post-qualification experience in Business Advisory & Tax Compliance.
• Strong Excel and Microsoft 365 skills; Power BI experience highly regarded.
• Knowledge of Australian financial services obligations desirable.
• Excellent organizational skills and attention to detail.
• Demonstrated ownership, accountability and high-quality outcomes.
• Strong communication and stakeholder management skills.
• Interest in investments and financial markets; willing to broaden experience.
• Discretion with sensitive client and financial information; trusts & SMSFs experience valued.

Responsibilities

• Assist Relationship Manager in client meetings and relationship building.
• Support with proposals, letters of engagement, and fee analysis.
• Assist with cash flow management for client accounts.
• Coordinate year-end data for tax compliance with external partner.
• Review year-end financial statements and tax returns with Partner approval.
• Support quarterly investment reporting and portfolio reviews.
• Maintain data in the Asora reporting platform.
• Coordinate investment recommendations through to implementation.

Skills

Excel

Power BI

Stakeholder mgmt

Attention to detail

Communication

Education

CA/CPA qualified

Tools

Asora platform

Netwealth

Macquarie

NAB

OFX

Job description

Our client is an independent Australian multi-family office providing strategic advice, investment advisory, portfolio administration and reporting, tax planning and tax compliance, philanthropic services, and estate and succession services.

Our team works collaboratively across advisory, investment, tax and operations functions. We value sound judgement, attention to detail, discretion and a genuine commitment to acting in our clients’ best interests.

• Hybrid work environment with flexible hours
• Competitive remuneration
• Meaningful client exposure and access to senior decision-makers.
• Professional development, mentoring and career growth.
• Collaborative culture with a focus on ownership and continuous learning.
• Comprehensive leave benefits, including paid parental leave and additional purchased leave

The Opportunity

We are looking for a Senior Associate to support the Head of Client Services and Relationship Manager in delivering integrated family office services. The role combines client relationship support, tax compliance coordination, investment reporting and the detailed implementation of client strategies and recommendations.

You’ll also work closely with the CIO and Investment Analyst, gaining hands-on exposure to high-net-worth clients, sophisticated client structures, investment portfolios and family office operations.

Key Responsibilities

Client Management

• Assist the Relationship Manager in building relationships with assigned clients and attend client meetings when required
• Assist with proposals, document signatories, letters of engagement, fee analysis, client account administration and required follow-up actions.
• Assist with cash flow management for client accounts.

Tax Compliance

• Work with the support team to collate financial information for year-end review.
• Coordinate with our external tax compliance partner to support the timely delivery of services.
• Conduct an initial review of year-end financial statements and tax returns, and complete any required updates following Partner approval.

Investment Assistance

• Assist the Investment Analyst with quarterly reporting, portfolio reviews/rebalancing and investment analysis.
• Assist with reviewing and maintaining data within the Asora reporting platform.

Operational Investment & Implementation

• Support the Relationship Manager with client account administration, correspondence, and investment recommendations.
• Liaise with and build relationships with operational service providers, including Netwealth, Macquarie, NAB, OFX and Asora.
• Support the team in meeting AML-CTF and KYC regulatory requirements.
• Provide operational support for custody and non-custody portfolio activities.
• Coordinate investment recommendations, manage their implementation through to completion, and provide timely updates to clients.

About You

• CA/CPA qualified with 2-4 years of post-qualification experience in a chartered accounting firm specialising in Business Advisory & Tax Compliance.
• Strong Excel and Microsoft 365 skills, with Power BI experience highly regarded.
• An understanding of the obligations and control environment applicable to an Australian financial services business is desirable.
• Strong organisational skills and attention to detail.
• Demonstrated ownership, accountability, and commitment to high-quality outcomes.
• Excellent communication and stakeholder management skills.
• Strong interest in investments and financial markets, with an appetite to broaden your experience beyond traditional accounting.
• Maturity, professionalism and discretion when handling sensitive client and financial information. Experience with trusts, companies, SMSFs or family investment structures is highly regarded.