High Net Worth Family Accounting Leader

2 weeks ago

Melbourne, Victoria, Australia beBeeLeadership Full time $120,000 - $180,000
Accounting Leadership Opportunity

This is a pivotal role offering the chance to oversee a high-performing accounting function, work directly with ultra-affluent clients, and collaborate with international teams.

About Us

We partner with high-net-worth families to deliver sophisticated financial and accounting services. Our mission is to protect and grow generational wealth through personalized and strategic advice.

Key Responsibilities
  • Lead and manage end-to-end accounting processes for a portfolio of high-net-worth family clients, ensuring compliance with Australian and international reporting standards.
  • Review and oversee preparation of financial statements, tax returns, and regulatory filings, liaising with both internal and external stakeholders.
  • Deliver strategic advice on tax planning, asset structuring, and wealth preservation, tailored to each client's unique needs.
  • Partner with investment, legal, and estate planning teams to deliver holistic financial solutions.
  • Mentor and manage a team of accountants, fostering a culture of growth, collaboration, and professional excellence.
  • Drive improvements in processes, policies, and procedures to enhance efficiency and client outcomes.
About You
  • You must be CA/CPA qualified, with extensive experience in accounting and financial reporting.
  • You should have a strong background in managing complex financial affairs for high-net-worth individuals or family offices.
  • You need to have in-depth knowledge of Australian taxation and an understanding of international tax considerations.
  • You must have excellent communication and interpersonal skills with the ability to build strong, trusted client relationships.
  • You should have proven leadership experience with a track record of developing and empowering teams.
  • You must be commercially minded, proactive, and solutions-focused.

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