ABOUT THE ROLE

My client is a growing business services firm with a small team, a diverse client base, and a reputation built on doing excellent work without the politics. Their clients range from SMEs and family businesses to high-net-worth individuals and emerging growth companies — they value their proactive advice and ability to genuinely understand their businesses.

They've grown steadily and have no plans to slow down. As they add clients and complexity, they need a Senior Accountant who wants to grow with them — someone who takes pride in their technical work, builds robust client relationships, and is looking for a role with real autonomy and long-term career potential.

THE ROLE

This is a broad, hands-on accounting role with end-to-end responsibility for a portfolio of business services clients. You’ll manage the full accounts preparation process for entities across a range of structures and industries, providing timely and accurate financial information with a commercial edge.

You won’t be siloed into one task. You’ll be involved across the accounting cycle — from workpapers and tax compliance through to client meetings and advisory conversations. Over time, there is a clear pathway to take on greater client relationship management and leadership responsibility within the team.

KEY RESPONSIBILITIES

Accounts Preparation & Compliance

- Prepare full financial accounts for a varied portfolio of clients including companies, trusts, partnerships, and sole traders
- Prepare and review income tax returns for individuals, companies, trusts, and partnerships
- Prepare BAS/IAS lodgements with accuracy and on schedule
- Manage FBT returns and ensure appropriate disclosure and compliance
- Prepare SMSF financial statements and tax returns where required
- Ensure workpapers are thorough, well-documented, and review-ready
- Stay current with ATO requirements,



tax legislation changes, and accounting standards

Tax Planning & Advisory

- Identify tax planning opportunities across client portfolios and proactively raise these with clients and the principal
- Assist with structuring advice for new and existing clients, including entity selection, trust distributions, and Div 7A considerations
- Support year-end tax planning conversations with clients, modelling projected tax positions
- Contribute to ad hoc advisory engagements as the firm expands its advisory offering

Client Relationships

- Build and maintain strong working relationships with a dedicated portfolio of clients
- Act as a key point of contact for client queries, responding promptly and with genuine understanding of their circumstances
- Attend client meetings independently or alongside the principal, presenting financial results and planning outcomes clearly
- Identify opportunities to add value beyond compliance and communicate these confidently

Team & Systems

- Work collaboratively within a small team, supporting colleagues and sharing knowledge
- Assist in reviewing the work of junior staff and providing guidance where needed
- Utilise practice management and accounting software (Xero, MYOB, Xero Practice Manager or similar) efficiently
- Contribute to process improvements and workflow efficiencies as the firm continues to grow

ABOUT YOU

Essential

- CA or CPA qualified (or near completion)




- Minimum 3–5 years’ experience in a business services / public practice accounting role
- Confident preparing full financial statements and tax returns across a range of entity types
- Solid understanding of Australian tax legislation, including Div 7A, CGT, GST, and trust taxation
- Strong working knowledge of Xero and/or MYOB
- High attention to detail with a commitment to quality workpapers
- Comfortable managing your own workload and deadlines with a degree of autonomy
- A genuine interest in clients’ businesses — not just the numbers

Highly Regarded

- Experience with SMSF preparation
- Exposure to business advisory or tax planning conversations with clients
- Experience using Xero Practice Manager, HandiSoft, or similar practice management software
- An interest in taking on mentoring or review responsibilities as the team grows

WHAT WE OFFER

- $95,000 – $110,000 + Superannuation, depending on experience
- Genuine, flexible working arrangements — hybrid, adjusted start/finish times, and a culture of trust
- A diverse, interesting client base that keeps the work engaging
- Real autonomy and ownership of your client portfolio from day one
- A supportive principal who is invested in your development and career progression
- Clear pathway to a more senior or advisory role as the firm grows
- No big-firm bureaucracy — a workplace where your contribution is visible and valued
- Modern tools and a team that embraces technology to work smarter

HOW TO APPLY If this sounds like the right next step for you, we’d love to hear from you. Please submit your CV and a brief cover letter telling us about your business services experience and what you’re looking for in your next role.

We review applications as they come in and will be in touch promptly. We’re happy to have an informal conversation before you apply — just reach out.

📌 Senior Accountant (Sydney)
🏢 Excolo
📍 Sydney