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Financial and Tax Director
2 months ago
Our client is a single family office based in New York and Sydney Australia is seeking a Financial and Tax Director. The family office oversees a globally diversified portfolio of companies and investments with a primary focus on delivering exceptional financial, investment, philanthropic, and personal services to the family principals.
As the Finance and Tax Director, you will play a crucial role in supporting the Group CFO in developing and executing comprehensive financial strategies for the Family's US operations. This position requires a unique blend of expertise in financial management, tax planning, and compliance, as well as the ability to collaborate effectively to ensure alignment with the family office's broader objectives.
Key Responsibilities:
US Financial Strategy Development:
Assist the Group CFO in developing and implementing financial strategies for the Family's US operations
Participate in strategic planning, providing insightful analyses and recommendations specific to the USA
Serve as a financial consultant and advisor to third-generation family members, leveraging your expertise to influence strategic decisions and optimize financial performance
US Tax Planning and Compliance:
Play a significant role in planning and executing sophisticated US tax strategies
Collaborate with internal and external partners to ensure accurate recording of tax positions
Ensure the Family's compliance with all US tax laws and regulations, including filing and payment deadlines
Financial Reporting and Analysis Support:
Assist in preparing and analyzing financial statements, reports, budgets, and forecasts for the Family's US operations
Liquidity and Cash Flow Management:
Support the CFO in managing liquidity requirements for the Family's diverse US activities, including US non-profit/philanthropic endeavors
Collaborative Teamwork:
Under the guidance of the Group CFO, work closely with a dynamic and driven team based primarily in Sydney, comprising both finance and non-finance professionals
Demonstrate the ability to collaborate across the organization and seamlessly switch between high-level strategic work and day-to-day tasks
Requirements:
Bachelor's degree in Finance, Accounting, or a related field (required)
Advanced certifications such as CPA, CMA, or an equivalent master's degree (highly valued)
Strong knowledge of US tax laws and regulations, with advanced degrees in tax-related subjects (highly valued)
Proven experience in financial management and tax compliance, preferably in family offices, professional service firms, or similar settings
Exceptional financial acumen and strong communication skills
Adept at both high-level strategic thinking and attention to detail
Demonstrated capability in supporting senior leadership
High integrity, ethical standards, and a commitment to confidentiality
Collaborative mindset and ability to adapt to evolving priorities
Benefits:
Competitive salary package
Annual bonus of 25%
Relocation support for the selected candidate
If you possess the required qualifications and are excited about the opportunity to contribute to the success of our client's family office, we encourage you to apply for this role.
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