Job Description

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Advertiser: Patagorang Pty LtdMore jobs from this company

Job Information

Job Listing Date
14 Feb 2020
Work Type
Part Time
Accounting, Financial Accounting & Reporting


Provide accounting, wealth management, investment and compliance services for a high-net-worth Family Office.


· Day to Day bookkeeping & accounting

· Reconciliation, reporting and analysis of existing investment portfolio and review of new opportunities

· Year and Quarter end reconciliations with workpapers including supporting documentation

· Assistance with external annual audit of SMSF and Foundation

· Preparation of BAS and working with external tax advisors on tax returns

· Manage interface with external tax and year end accounting advisors.

Technical Skills, Experience & Qualifications

· Tertiary qualified (mandatory)

· Chartered Accountant (mandatory)

· 5 years+ experience in Chartered Accounting

· Xero & Xero Tax experience required

· Familiarity with Microsoft, Cloud based document storage, investment portfolio & payment platforms

· Experience in working across a variety of entities - companies, trusts, partnerships, individuals, superannuation and joint ventures

· The ability to maintain confidentiality

· Knowledge of venture capital or early stage investing desirable

· Ability to act autonomously but also work closely with Principal and Managers of Family Office.

· Based in Manly with occasional meetings in CBD and the option to work from home on some days with flexible hours

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as an accountant?
  • Have you completed a certified practising accountant (CPA) qualification?
  • Which of the following accounting packages are you experienced with?
  • Have you completed a chartered accountant (CA) qualification?

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