Financial and Tax Director - Family Office

Organization Overview: Based in Sydney and New York the family office manages a globally diversified portfolio of companies and investments focusing on delivering exceptional financial investment philanthropic and personal services to the family principals (the Family ).

Role Summary: The Finance and Tax Director US is pivotal in supporting the Group CFO in executing comprehensive financial strategies within the Family s US operations. This position demands a blend of expertise in financial management tax planning and compliance and effective collaboration ensuring alignment with the family offices broader objectives.

Key Responsibilities:

• US Financial Strategy Assistance: Help the Group CFO develop and implement financial strategies for the Family s US operations. This includes participating in strategic planning and providing insightful analyses and recommendations for the USA. Engage with thirdgeneration family members as a financial consultant and advisor leveraging expertise to influence strategic decisions and optimize financial performance.
  
• US Tax Planning and Compliance: Play a significant role in the planning and executing of sophisticated US tax strategies. Work collaboratively with internal and external partners to ensure tax positions are correctly recorded and that Family complies with all US tax laws and regulations including filing and payment deadlines
  
• Support in Financial Reporting and Analysis: Assist in the preparation and analysis of financial statements and reports budgets and forecasts for Family s US operations.
  
• Liquidity and Cash Flow Oversight: Support the CFO in managing liquidity requirements for the Family s diverse US activities including US nonprofit/philanthropic endeavors.
  
• Collaborative Teamwork: Under the guidance of the Group CFO work with a dynamic and driven team based primarily in Sydney including finance and nonfinance professionals. Ability to collaborate across the organization and switch between highlevel strategic work and daytoday tasks.
  

Requirements

• Education and Professional Credentials: A bachelor s degree in finance Accounting or a related field is required. Advanced certifications such as CPA CMA or an equivalent masters degree are highly valued.
  
• US tax knowledge strong knowledge of US tax laws and regulations with advanced degrees in tax related subjects highly valued.
  
• Experience: Proven experience in financial management and tax compliance with a preference for backgrounds in family offices professional service firms or similar settings.
  
• Skills and Attributes: Exceptional financial acumen paired with strong communication skills. Adept at both highlevel strategic thinking and attention to detail. Demonstrated capability in supporting senior leadership.
  
• Personal Characteristics: High integrity ethical standards and a commitment to confidentiality are critical. A collaborative mindset and the ability to adapt to evolving priorities are key.
  

Benefits

• Lucrative Salary
  
• 25% Annual Bonus
  
• Working for one of the biggest billionaires in the world
  
• Relocation support