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Financial Controller & Company Secretary

Job description

We are partnering exclusively with a highly regarded and long-established family office, managing assets close to $500million across trusts, investments, and private entities.

Our client is seeking a seasoned accounting professional to work closely with the Director in a hands-on, detail-focused role. This opportunity is ideal for someone who values stability, precision, and autonomy, and who thrives in a trusted, low-ego environment.

Due to the confidential nature of their work, only shortlisted candidates will be provided further details.

Key Responsibilities:

  • Day-to-day transactional accounting and reconciliation
  • Managing trust distributions and dividend payments
  • Capturing and recording financial transactions with a high degree of accuracy
  • Assisting with tax compliance and preparation
  • Coordinating with external accountants on trust taxation matters
  • Managing administrative and company secretarial requirements
  • Ensuring payments to shareholders and family entities are accurate and timely
  • Consolidating financial data and handling shared dividend splits
  • Lodgement of corporate forms with ASIC
  • Maintenance of shareholder registers and preparation of share transfer documentation
  • Ensuring compliance with Corporations Act obligations and governance frameworks

Skills :

  • CPA / CA qualified
  • Experience working in public practice or family office environments preferred
  • Knowledge of taxation law will be highly regarded
  • Strong knowledge of trust structures, taxation, and compliance
  • Task-focused, calm under pressure, and highly dependable
  • Enjoys routine, precision, and taking ownership of the details
  • Excellent communicator who understands discretion and confidentiality

What This Role Offers:

  • A stable, long-term position with a highly respected family office
  • Close working relationship with an experienced and approachable Director
  • A calm, non-corporate environment where trust and integrity are paramount
  • Minimal change or hierarchy - this is not a stepping stone, but a destination for the right person

If you're someone who enjoys keeping the financial engine running smoothly behind the scenes and takes pride in accuracy and confidentiality, apply today!