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

Robust 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

Strong analytical skills and attention to detail

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📌 Business Services Senior (New South Wales)
🏢 Hart Recruitment
📍 New South Wales