Broad role across accounting, investments, philanthropy, and strategy High-trust environment requiring discretion, integrity, and autonomy North Sydney based, working directly with a multi-generational family Open to 4 or 5 days per week Flexible working hours available, including support for school drop-offs and pick-ups Broad role across accounting, investments, philanthropy, and strategy High-trust environment requiring discretion, integrity, and autonomy North Sydney based, working directly with a multi-generational family Open to 4 or 5 days per week Flexible working hours available, including support for school drop-offs and pick-ups About the Company This is a unique opportunity to join a well-established private family office that manages a diverse portfolio of assets, including public and private investments, real estate, and philanthropic interests. With multi-entity operations and a long-term strategic outlook, the family office plays a critical role in stewarding wealth, legacy, and values across generations. The environment is professional, values-led, and highly confidential. About the Role The Head of Finance is a key leadership role, responsible for managing the full financial operations of the family office. Reporting directly to the family and working alongside trusted advisors, you will provide strategic financial guidance while ensuring strong governance, accurate reporting, and investment oversight. Key areas of responsibility include: Financial management across multiple entities, including board reporting and year-end audit support Treasury and cash flow forecasting , including weekly summaries and 12-month projections Strategic financial planning aligned with long-term family goals Investment oversight , including performance monitoring and due diligence Philanthropy support via the family foundation, aligning giving with values Risk and insurance management , ensuring full coverage across holdings Tax planning and compliance , including BAS, PAYG, SMSFs, and trust structures Technology and systems oversight, ensuring data security and reliability This role offers exceptional variety, autonomy, and purpose for the right candidate. About You You're a seasoned finance professional with strong technical skills, sound judgement, and a discreet, high-integrity approach. You may come from a family office, professional services, investment, or private business background. You'll bring: CA/CPA qualifications and senior-level financial leadership experience Strong working knowledge of tax planning, trusts, and SMSFs Experience overseeing investments across multiple asset classes Strategic mindset with excellent attention to detail A proactive, solutions-oriented approach with strong interpersonal skills This role is best suited to someone who values long-term relationships and enjoys working in a private, low-profile environment. Key Benefits Hands-on leadership role in a respected private family office Broad, purpose-driven remit across finance, investments, and philanthropy Work closely with a values-led, multi-generational family Stable, long-term opportunity with a focus on legacy and impact Competitive remuneration package Open to 4 or 5 days per week Flexible working hours available, including support for school drop-offs and pick-ups Unlock job insights Salary match Number of applicants Skills match Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a Head of Finance? How many years' experience do you have with forecasting for businesses? How many years of accounting experience do you have? What's your expected annual base salary? How much notice are you required to give your current employer? What ERP Systems have you worked with? Do you have experience with XERO? This is a Hybrid role based in North Sydney, you will be required to be in the office3/4 days a week, are you ok with this? Where do you live in Sydney? Do you have experience working in a private family office, high-net-worth environment, or similar confidential setting? If so, in which role? To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory. J-18808-Ljbffr
