An opportunity has become available for a technically strong Senior Accountant to join one of Australia's leading investment and funds management groups.
Working within an established Brisbane team, you'll gain exposure to a diverse portfolio of investment entities within a highly regarded platform with significant FUM.
This is an accounting role at its core, but with exposure well beyond traditional corporate accounting. You'll work across complex investment structures, transactions, capital movements and tax matters, alongside investment professionals, external advisers and an impressive national finance team.
For someone coming from Big 4 or a strong chartered environment, it's an opportunity to take your technical foundation into funds management and build genuine investment exposure.
Working within an established Brisbane team, you'll gain exposure to a diverse portfolio of investment entities within a highly regarded platform with significant FUM.
This is an accounting role at its core, but with exposure well beyond traditional corporate accounting. You'll work across complex investment structures, transactions, capital movements and tax matters, alongside investment professionals, external advisers and an impressive national finance team.
For someone coming from Big 4 or a strong chartered environment, it's an opportunity to take your technical foundation into funds management and build genuine investment exposure.
THE ROLE
You'll take ownership of the accounting and compliance requirements across a portfolio of investment entities, with responsibilities including:
- Monthly and quarterly accounting across investment entities
- Financial statements, tax returns, investor tax statements and annual compliance
- Accounting for complex investment structures and transactions
- Investor capital calls and distributions, borrower drawdowns and repayments
- Working alongside investment teams on new transactions and tax structuring
- Reviewing transaction documentation and underlying investment structures
- Liaising with external auditors, accountants and tax advisers
- Improving processes, controls and systems across the finance function
ABOUT YOU
We'd particularly like to speak with CA-qualified accountants from Big 4 or leading chartered accounting firms who are looking to make a considered move into funds management and investments.
You may currently be working within Audit, Business Advisory, Private Clients or a similarly technical environment. Alternatively, you may already have experience within funds, investment, property, or financial services.
You'll bring:
- CA qualification and a strong technical accounting foundation
- Strong accounting and tax knowledge
- Exposure to complex entities, structures or transactions
- Excellent attention to detail
- Strong communication and stakeholder skills
- Commercial curiosity and an interest in investments
- A proactive approach and willingness to take ownership
- An interest in technology, AI and improving finance processes
There is a lot to like about the platform itself. This is an established name within Australian investments, with a high-performing and genuinely impressive team. The Brisbane office combines ambitious, motivated people with a social, down-to-earth culture.
The standards are high, and this will suit someone who wants to be surrounded by good people and challenged to develop. At the same time, it's a business that places real value on teamwork, initiative, humility and having fun along the way.
For an ambitious CA wanting to build a longer-term career within funds & investments, this could be a career defining opportunity.
Please reach out to Haydn Furness at Perigon Group in Brisbane for more information and a confidential discussion, or apply using the links below.
haydn.furness@perigongroup.com.au
