About the role

You'll carry a client group of your own, as the person those owners ring first. You'll work across financial statements and income tax returns for companies, trusts, partnerships, individuals, and SMSFs. Your responsibilities include FBT, Division 7A, CGT calculations and small business concessions, tax planning conversations with owners before year end, structuring advice on new ventures, restructures and property purchases, reviewing bookkeeping and BAS work, and coaching the people who prepared it. You'll work with the offshore team so processing volume isn't all yours to carry.

Key responsibilities

- Prepare financial statements and income tax returns for companies, trusts, partnerships, individuals, and SMSFs

- Calculate FBT, Division 7A, CGT and apply small business concessions

- Conduct tax planning conversations with owners before year end

- Provide structuring advice on new ventures, restructures and property purchases

- Review bookkeeping and BAS work

- Coach team members who prepared bookkeeping and BAS work

- Work with offshore team to manage processing volume

About you

- Two to five years in Australian public practice





- Ability to take a set of client records from genuine mess to signed financials without a checklist telling you each step

- Solid Xero experience; MYOB, BGL, Business Fitness or Karbon experience is a bonus

- Ability to explain tax in plain English to someone who doesn't have a finance degree

- Australian work rights and a driver's licence

About us

UpBound is a growing firm on Victoria Street, Taree. Accounting and tax sit alongside bookkeeping, finance broking, websites, video, marketing and phone systems. Our clients range from sole traders to some of the largest privately owned businesses in the Manning Valley. Eight people means your work is visible, your wins are known, and your ideas get heard the same week you have them.

Benefits

- $85,000 – $110,000 plus 12% superannuation, depending on experience

- CA or CPA support if you're still completing it — fees and paid study leave

- A written AI policy and the tools to go with it

- Direct access to the partner every day

- Flexibility that's actually versatile — school pickups, sport, the odd day at home

- A path to Senior Accountant with the criteria written down

📌 Accountant — Business Services & Tax (Port Macquarie)
🏢 UpBound
📍 Port Macquarie