Finance Manager
We are looking for an experienced and dependable Finance Manager to manage the financial affairs of a private office with a range of trusts, companies, and property interests. This is a hands-on position with a strong focus on tax compliance, structuring, and financial reporting. Ideal for a professional seeking a long-term, stable role.
The Role - Oversee financial operations across private trusts, companies, and property holdings.
- Deliver accurate financial statements, consolidated reports, and cash flow forecasts.
- Take full ownership of tax compliance and strategy, including trust distributions, entity-level tax planning, and working with external advisors.
- Support structuring, estate planning, and ongoing tax efficiency initiatives.
- Manage budgeting, treasury, and internal financial reporting processes.
- Act as the key finance contact to internal stakeholders and coordinate with external tax and legal advisors.
- Report directly to the senior finance lead within a small, professional team.
Benefits - $200k package (inclusive of super).
- Long-term, stable role with a comprehensive handover.
- No staff management responsibilities.
- No audit or public reporting obligations – full focus on internal private operations.
- High level of autonomy.
Requirements - CA or CPA qualified, with deep expertise in tax, reporting, and private entity compliance.
- Experience managing complex structures involving trusts, companies, and property assets advantageous.
- High level of discretion and accountability in managing confidential financial matters.
- Strong communicator able to interface effectively with senior stakeholders and external advisors.
- Independent, organised, and reliable, with a proactive and practical approach.
- Comfortable working onsite 4-5 days per week in a secure and collaborative setting.
If you are interested in this position, please click apply today by submitting your resume or sending it across to
Ashley - ashley.preston@excolo.io
