Job Description

If you enjoy working closely with clients, thinking beyond compliance, and building trusted relationships in a highly specialised space–this role could be a great fit.

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We'relooking for someone to join our team working with high-net-worth[HNW]individuals, family groups, and SMSF clients.

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This is a niche portfolio focused on tax, compliance, and strategic support for clients with more complex personal and wealth structures.

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Depending on your experience, this role may suit a strong Senior Accountant ready to step up, or an established Manager looking to specialise further in SMSFs and specialisedclient work.

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If you enjoy working closely with clients, thinking beyond compliance, and building trusted relationships in a highly specialised space–this role could be a great fit.

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We'relooking for someone to join our team working with high-net-worth[HNW]individuals, family groups, and SMSF clients.

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This is a niche portfolio focused on tax, compliance, and strategic support for clients with more complex personal and wealth structures.

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Depending on your experience, this role may suit a solid Senior Accountant ready to step up, or an established Manager looking to specialise further in SMSFs and specialisedclient work.

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the opportunity

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You'llwork directly alongside one of ourDirectors,managing a select portfolio of HNW and SMSF clients,many of whom are former business owners with complex financial affairs.

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This is a hands-on, client-facing role where relationships matter. Clients will know you, trust you, and come to you directly.

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You'llbe supported to deepen your technical capability across personal tax and SMSF matters,



while also developing your leadership and client management skills.

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We don't work in silos – you'll be part of a collaborative team where knowledge is shared, and everyone contributes to great client outcomes.

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what you'll do

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- Manage a portfolio of HNW individuals, family groups, and SMSF clients.
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- Deliver high-quality tax compliance and advisory work across personal tax and SMSFs.
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- Work closely with aDirectorto deliveraccurateandtimelyyear-end financials and tax returns.
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- Build strong, trusted client relationships and become their go-to advisor.
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- Review work prepared by others and support junior team development [level dependent].
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- Identifyopportunities to add value and improve client outcomes.
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about you

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We're open on level – what matters most is capability, attitude, and interest in this type of work.

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You willlikely have:

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- CA/CPA qualification.
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- Experience in public practice accounting,withstrongknowledge inareassuch asDiv7A and working withinvestmentcompanies[Senior Accountant or Manager level].
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- Strong personal tax experience [SMSF exposure highly regarded, or willingness to specialise].
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- A genuine interest in working with individuals and families rather than business clients.
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- Strong attention to detail and pride in delivering quality work.
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- Confidence communicating with clients and explaining complex matters simply.
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- A collaborative, down-to-earth approach to your work.
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- Leadership experience, or a desire to grow in this area.
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- And importantly – you enjoy building relationships and delivering a great client experience [not just processing work].
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what you can expect

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- A specialist role focused on HNW and SMSF client work.
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- A high levelof client exposure and relationship ownership.
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- The ability to grow into either aManageror deeper technical specialist pathway.
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- Support from experienced Directors and a collaborative team.
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- A mix of hands-on technical work and client engagement.
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- A modern, vibrant office on James Street with flexibility where needed.
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- A team culture that values collaboration over silos.
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why join businessDEPOT?

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We'rea multidisciplinary business, meaningyou'llwork alongside advisors, specialists, legal professionals, and other experts who collaborate to deliver better outcomes for clients.

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We value straight talk, strong relationships, and doinggreat workwithout unnecessary complexity.

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You'llbe joining an officially certified Great Place to Work, a recognitionwe'reproud of, but more importantly, something our people feel every day.

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We also offer flexibility and genuinely support different working styles. If you need flexibility, we'reopen to discussing what works.

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We're excited to hear from experienced SMSF Specialist Accountants, Senior Accountants, and Managers ready for their next career move!

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