The Company

Our client is a single-family office with significant private equity, listed shares and foreign exchange currency investments utilising external investment advisers and managers along with a substantial direct property portfolio. As a multi-generation family, they take a long-term approach to outcomes and capital accumulation. They seek outside counsel and advice and have a Board comprised of external Non-Executive Directors and family members. Collaboration, discretion, dialogue and patience are traits critical to successful outcomes in the Family Office. The office operates on a four-day week.

The Role

Reporting directly to the Board and working in close collaboration with the family shareholders, independent directors, and external adviseors you will manage a small team of dedicated staff. The key deliverable will be to oversee the management of the investments and the day-to-day activities of the family office. Other key responsibilities will include:

• Serve as a primary interface for external advisors, including banking, insurance, tax, and investment professionals.
• Review and execute detailed investment, cash flow and performance reporting.
• Ensure liquidity planning and cash management incorporating family’s investment decisions, family needs and property portfolio requirements.
• Manage the statutory accounting, taxation, and finance functions for the group.
• Manage the regulatory and compliance functions of the group.
• Provide counsel to family members on tax and financial issues including the preparation of income tax returns and year-end tax planning. This will also include finalisation of a corporate simplification process.
• Act as a trusted business confidante; a trusted financial and strategic advisor; sounding board; risk manager; and supportive resource to ensure the Family Office effectively serves the family.
• Act as the secretary for the corporate entities, including preparing papers and minutes for the main board and committee meetings.
• Assist with financial due diligence in connection with a broad range of investments, including diversified equity portfolios, fixed income, private equity, and the direct property portfolio under the direction of the CIO.

Your Traits

To be successful in this role you will be a CA/CPA qualified professional with experience working for, or as close advisor to, single or multi-family offices or with high-net-worth individuals. You will have broad experience and understanding of private investment structures and the associated tax, accounting and financial reporting obligations for such entities. Your personal values will exhibit trust, transparency, integrity, intelligence and humility. Further you will be team player with the ability to connect and form meaningful relationships with family office employees and family members. You will be a prudent decision-maker with a track record of taking ownership for and driving key initiatives in a dynamic, service-oriented business model. Finally, you will have the ability to effectively communicate complex concepts and strategies in a clear and concise manner to a variety of audiences.

If you are looking to work for Family Office that values collaboration and teamwork with a long-term approach to achieving outcomes, apply now or call Matthew Hodder on 02 8097 0450 for a confidential discussion.