Senior Financial Operations Specialist

5 days ago


Sydney, New South Wales, Australia beBeeAccountant Full time $100,000 - $150,000
Job Overview

A leading family office advisory firm is seeking an experienced Financial Operations Specialist to join their team in Sydney CBD.

Key Responsibilities
  • Manage complex family group structures to ensure compliance with regulatory requirements and optimal tax efficiency.
  • Contribute to financial planning, investment structuring, succession, and asset protection strategies for high-net-worth families.
  • Assist with portfolio tracking, multi-entity management, due diligence, and other operational tasks.
Professional Development Opportunities
  • Direct exposure to complex structuring engagements, private advisory work, and CFO-level responsibilities.
  • Regular mentorship from a highly experienced Director, focusing on professional growth and development.
  • Support for further certifications, such as the Chartered Tax Advisor (CTA) or specialized tax training.
About the Role
  • Opportunities for long-term career advancement to senior leadership positions.
  • Flexible working arrangements that balance work and personal life.
  • No time-based billing or rigid productivity metrics.
  • Chance to shape internal processes, review team deliverables, and take on leadership roles as the firm grows.


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