About SW Accountants & Advisors
SW Accountants & Advisors (SW) is Australia’s best kept accounting secret. We are a leading advisory and accounting firm with a 90‑year history in Australia, operating in Melbourne, Sydney, Brisbane, and Perth. With over 45 Partners and 400 staff nationally, SW provides a full range of audit, business advisory, corporate finance, tax, private client, and wealth management solutions. We are proud to be ranked as the 22nd largest firm by revenue in the 2025 AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.

About the role

This is an exciting opportunity to join our Business and Private Client Advisory division, which supports small, medium and large private businesses, family groups, not‑for‑profit and foreign‑owned entities. You will manage, develop and administer a portfolio of SW clients, taking full ownership of allocated jobs and managing workflow. Responsibilities include delivering high‑quality compliance and advisory services and delegating/reviewing work performed by junior team members.

Key Responsibilities

- Develop, manage and administer a portfolio of SW clients, including:
- Develop budgets, manage WIPs and bill clients
- Meet deadlines and provide quality and timely service to clients
- Maintain a high level of customer service to all clients

- Perform all compliance and value‑add work
- Review financial accounts, FBT and income tax returns, business activity statements, instalment activity statements, and any other work performed by Intermediates, Graduates, Co‑Operative Students and Cadets




- Prepare and review complex individual, company, trust, and partnership tax returns
- Prepare and review workpapers, analyse client data and transactions and set up accounts
- Provide feedback, coaching and technical support to any BPCA team member working on clients
- Provide technical support and guidance to an allocated team of Intermediates and Graduates
- Identify and develop existing and potential business opportunities within client base
- Report to the Manager on the performance of team members and status of client obligations and issues
- Assist with potential and new client opportunities or initiatives such as attending client meetings, preparation of advice and presentations
- Administrative compliance and other duties such as interviewing clients, attendance at training, marketing, acting as a buddy/mentor to new staff, and special projects

Key Skills and Experience

- Minimum 18 months’ experience in a Business Services environment in a Chartered/CPA accounting practice
- Degree qualified and nearly/fully qualified as a CA / CPA
- Technically proficient and up to date with developments in taxation law and accounting standards, systems and processes
- Advanced working knowledge of GST,



Business Activity Statements and Instalment Activity Statements
- Detailed knowledge of tax office correspondence and procedures
- Thorough understanding of company secretarial matters
- Advanced understanding of the Corporations Act, accounting standards, and tax legislation
- Ability to review the work of junior members of staff and identify any issues and opportunities for discussion
- Previous experience working with and developing positive relationships with clients
- Excellent time‑management skills and meeting deadlines for a large group of clients
- Ability to mentor, coach, motivate and manage junior members of staff
- Present professionally and possess excellent interpersonal and communication skills
- Prior experience working with APS, Business Fitness, Xero, MYOB, and Dext is highly regarded

Benefits

- Progressive firm with excellent career opportunities
- Hybrid working environment
- 2 additional annual leave days per year
- 18 weeks paid parental leave for primary carers and 3 weeks for non‑primary carers
- Paid volunteer leave
- Refer‑to‑client and refer‑a‑friend bonus scheme
- Employee Assistance Program and wellness perks
- Assistance with home office setup
- Social club
- Tailored learning and development program
- Paid course/study leave
- One paid professional membership per year
- Weekly lunch provided

Apply Today

Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’.

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📌 Consultant/Senior Consultant (Melbourne)
🏢 SW Accountants & Advisors
📍 Melbourne