The firm

This is a modern, technology-focused accounting and advisory firm that works with SMEs, HNW family groups, investors and scalable start-ups.

The firm has built its service offering around providing clients with more than traditional compliance. This is a genuine client-facing and advisory-focused opportunity, working with a portfolio of clients across a range of industries and managing the full accounting and tax lifecycle.

With a modern technology stack and significant investment in automation and AI, the firm is focused on reducing repetitive, number crunching work and allowing its accountants to spend more time working directly with clients and providing meaningful advice.

Key responsibilities

- Manage a portfolio of small business clients from start to finish
- Prepare financial statements, income tax returns, BAS and IAS for companies, trusts, partnerships and individuals
- Review bookkeeping and payroll prepared by the support team
- Identify and raise advisory opportunities with clients
- Advise on business structuring and restructures, Division 7A, trust distributions, CGT and small business concessions




- Assist with year-end tax planning, profitability and cash flow improvement
- Deal directly with business owners and explain financial results in a clear and practical manner
- Review work and mentor junior and offshore team members
- Contribute to process improvement, automation and the adoption of AI tools
- Work closely with the Partners and broader client management team

Candidates:

- 5+ years’ experience in an Australian public practice environment
- Accounting or Commerce degree, with CA/CPA completed or progressing through
- Strong communication skills and confidence dealing directly with business owners
- Advanced Xero skills and experience with practice management/workflow systems
- Experience reviewing work and mentoring junior or offshore staff
- Robust analytical skills and attention to detail

For further information or discussion in the strictest confidentiality, contact Daniel Van on [02 8296 5888](tel:02 8296 5888), alternatively, email your CV to [email protected]

📌 Business Services Senior (Sydney)
🏢 Hart Recruitment
📍 Sydney