WT Wealth is an integrated advisory firm. Our clients don't get handed between disconnected providers — accounting, financial planning, lending and property strategy sit inside one group, working from one client picture. Our accounting arm, Complete Tax and Accounting Solutions, handles individual, SME and SMSF compliance and advisory work.

We run an established offshore processing team. That is a deliberate structural choice: it means our senior people spend their time on judgement, advice and client relationships rather than data entry and workpapers.

We're looking for a Senior Accountant who is CA or CPA qualified and registered with the Tax Practitioners Board, to take responsibility for both individual/SME and SMSF client work.

Read the next part carefully, because it's what makes this role different. You will not be preparing accounts. Our offshore team produces the compliance work. Your job is to review it to a standard you're willing to sign, and to spend the time that buys you on the things that actually need a senior Australian practitioner: technical judgement on complex positions, client conversations, and strategy work alongside our advisers.

For the right person that's a significantly better job than the one they have now. For someone who takes comfort in building the file themselves, it won't be.

Australia's SMSF landscape is shifting quick. We want someone who finds that interesting rather than inconvenient.

What you'll do

• Review financial statements and income tax returns for individuals, companies, trusts, partnerships and SMSFs prepared by the offshore team, and take responsibility for technical accuracy before lodgement





• Act as a signing/reviewing tax agent for client lodgements under the practice's TPB registration

• Own the technical judgement calls — the positions that shouldn't be made by a preparer working to a checklist

• Manage SMSF compliance oversight end to end: annual accounts, member statements, tax returns, liaison with approved SMSF auditors, and resolution of audit queries

• Advise on SMSF compliance and structuring, including contribution and pension strategies, in-house asset and related-party issues, and property held within super

• Provide practical tax planning and structuring advice to SME and high-net-worth clients

• Own a client portfolio and be the person those clients call

• Work directly with our financial advisers on integrated strategies and contribute the tax input to advice documents

• Lift the offshore team's output — set review standards, close recurring error patterns, give feedback that sticks across time zones

• Improve how the practice runs: workflow, systems, automation and quality control

What you'll bring

Essential

• CA (CA ANZ) or CPA (CPA Australia) qualified

• Registered tax agent with the Tax Practitioners Board — unconditional, or with conditions permitting both general income tax and superannuation fund work

• 5+ years in Australian public practice,



including genuine SMSF experience across the full compliance cycle

• Demonstrated review experience — you can pick up a file someone else built and find what's wrong with it

• Strong working knowledge of the SIS Act and Regulations, ATO SMSF guidance, and current superannuation caps and thresholds

• Excellent written and verbal communication — you can explain a complex position to a client in plain English, and give clear direction to a team you can't walk over to

• The self-direction to run your own week without someone watching

Desirable

• Experience supervising or reviewing offshore team output

• SMSF Association accreditation (SSA) or similar specialist qualification

• Experience in a firm where accounting and financial advice sit side by side

• Familiarity with BGL Simple Fund 360 & XERO

What we offer

• Genuine location flexibility. Work from home, from another state, from wherever you're most effective. We're structured for it — our team is already distributed across time zones. [Note any expectation for periodic in-person time, e.g. quarterly team days.]

• Competitive salary of plus superannuation, reviewed annually

• Performance bonus structure

• CA/CPA membership, TPB registration and CPD fully funded

• A role built around senior work, not volume — the production layer is already solved

• Direct exposure to the advice, lending and property sides of the business — you'll learn things a pure tax practice can't teach you

• A genuine pathway to Manager and beyond, including equity

• Small enough that your work is visible, structured enough that it's supported

📌 Senior Accountant — Tax & SMSF (Sydney)
🏢 Wt Wealth
📍 Sydney