Job Title

The OpportunityBe part of the next era in family wealth advisory. As a Manager - Family Office, youll play a key role in shaping the financial futures of high-net-worth families across multiple generations. You will be instrumental in integrating our Family Office services, encompassing Family Strategy, Intergenerational Planning, Governance and Education, into solutions tailored to each familys needs. With a focus on client relationships and holistic technical advice, this role offers a clear pathway to becoming a senior family advisor, contributing to the growth and success of our clients and the firm.What Youll doTogether with a team of highly experienced Partners and Directors, youll:Support the integration of family strategy, intergenerational planning, governance and education to deliver comprehensive and holistic solutions for our clients.Apply your accounting and tax knowledge to support clients in achieving their long-term financial and non-financial goals.Contribute to managing client relationships by providing proactive and tailored Family Office services, ensuring excellent service delivery.Collaborate with internal and external advisors to build integrated, multi-disciplinary teams that meet the unique needs of each family.Continuously enhance the client experience, exceeding expectations and fostering long-term partnerships.About YouYou are a technically capable advisor with the experience and confidence to hit the ground running. With 3 to 5+ years experience in tax, private client advisory, wealth management or financial planning, you combine strong technical expertise with the interpersonal skills needed to work effectively in a high trust, multi-disciplinary and sophisticated multi-family office environment.You:Hold a relevant tertiary qualification in Accounting, Commerce, Law or Financial Planning (with a specialisation in Tax highly regarded), along with a postgrad. designation such as CA, CPA or FASEA compliance.Bring solid technical capability in areas such as private client tax, trusts, structuring or wealth advisory - ideally from a Big 4, mid-tier, or family office background.Have experience drafting structured advisory outputs, including family charters, governance frameworks and family policy documentation, independently and to a high standard.Can confidently facilitate or contribute to family meetings, navigating intergenerational dynamics with professionalism, empathy and clarity.Think commercially and act with purpose, managing multiple portfolios while building trusted relationships with high-net-worth families through excellent communication, sound judgement and emotional intelligence.Culture & BenefitsJoining Mutual Trust offers you the opportunity to enjoy:Supportive flexible work arrangements.Opportunity to purchase up to four weeks additional leave each year.Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).Award winning industry leadership - winner of the Euromoney Private Banking Awards 2025 - Australias Best for Family Office Services.Professional training and development for staff of all levels.Yearly health and well-being allowance and ongoing activities.Employee assistance program that offers free counselling and support for you and your family.Annual performance payment (based on your performance and Firm-wide results).Paid community / volunteer days and an award-winning staff giving program.Reward and Recognition program.Ongoing staff entertainment.About UsMutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australias most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.About Our TeamMutual Trust has over 220 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across family office, wealth management, accounting, tax, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.How to ApplyMutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:A cover letter, andA detailed resume in Word format.If you would like more information on this role, please call Kate Farmer on 03 9605 9645.Only applicants with permanent residency or without visa restrictions will be considered. #J-18808-Ljbffr