Accountant - Family Office

At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in be better off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.

About Kelly+Partners

• Top 25 accounting firm in Australia
• Certified Great Place to Work 3 years running
• Winner of the Australian Business Awards for Employer of Choice 2022
• Awarded one of Australia’s Best Workplaces for Women 2023
• Certified B Corp – We believe in business for good
• Established in 2006 and growing at over 30% per annum

Why Join Us?

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:

• Opportunity to have equity ownership in a Top 25 Accounting Firm
• Diverse range of clients to grow your skills
• Interstate retreats and company events
• Modern, bright workplaces with state-of-the-art technology
• Awards and bonuses for top performers
• WFH and flexible work arrangements
• Postgraduate study support
• Monthly tax and SMSF training
• Employee Assistance Program
• Paid Community Service Leave

The Opportunity

As a Family Office Accountant, you will become an integral part of the Kelly+Partners team. The successful applicant will have at least 2 years' experience in a public practice environment and experience working with high net-worth individuals and/or family office.

Position Responsibilities

• Lead and review the preparation of financial statements and reports for family office
• Coordinate and assist in the preparation of tax returns, optimizing tax strategies, and identifying tax-efficiency opportunities
• Lead and review the preparation of bookkeeping processes including; BAS, IAS, FBT, CGT and PAYG for a variety of companies and trusts
• Monitor investments portfolios and reconcile transactions for reporting
• Contribute to ad hoc projects related to the operations of the family office
• Collaborate with Partners and team members to ensure client work is completed in a timely manner

About You

• Minimum of 2 years' experience in a Chartered Accounting Practice
• Chartered Accountant qualification or in progress
• Experience working with high net-worth individuals and family office preferred
• Bachelor's or Master's degree in Accounting or similar
• Expertise using accounting software, including MYOB AE, HowNow, Active Ledger, APS, MYOB, Xero and Quickbooks
• Excellent written and verbal communication skills
• Strong organisational skills and attention to detail
• Proactive, self-motivated and enthusiastic