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 This is a rare opportunity to step into the finance engine room of a well-established private family office and truly own it. Reporting directly to the CFO, you will manage the day-to-day finance operations for the families diversified investment portfolio, which spans private equity, property, managed funds, and direct securities. The role is available following the planned retirement of a long-serving Bookkeeper who has built a highly organised, paperless finance function centred on Xero. You'll benefit from a thorough handover, including the opportunity to work alongside your predecessor through a full month-end cycle. This is a hands-on role for someone who takes genuine pride in accurate books, thrives with autonomy, and is a genuine Xero expert. What you'll do: Own the general ledger across SMSFs, trusts, and companies Upload and reconcile bank statements across a significant number of accounts Monthly bank and balance sheet reconciliations Prepare first-draft month-end reporting pack for CFO review Process share registry data from ~20 registers monthly — load into Xero and classify each transaction (income, capital, return of capital) Monthly investment portfolio review and reconciliation Manage rental and outgoings invoices for directly held commercial properties Process monthly payroll and super Insurance management across all entities Coordinate with external accountant for tax, compliance, and year-end audits About you You are a self-directed finance professional who sees what needs doing and gets it done, no micromanagement required. You have a track record in multi-entity accounting and bring genuine expertise in Xero. A CA or CPA is not required; your capability and experience speak for themselves. You'll bring Advanced, hands-on Xero experience, expert level, not just familiar Strong GL and bank reconciliation skills across multiple entities Investment or portfolio accounting experience, share registries, distributions, capital movements High attention to detail and a process-first mindset Discretion handling sensitive family and business financial information Xero Payroll experience Highly regarded Background in a family office or private investment group Experience with trusts, SMSFs, or holding company structures Familiarity with land tax, insurance management, or asset registers Key Benefits 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 3 or 4 days per week (24 hours), including support for school drop-offs and pick-ups
