Job Description
About SW Accountants & Advisors
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SW Accountants & Advisors is Australia's best kept accounting secret.
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We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have more than 45 Partners and 400 dedicated staff nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management services.
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We are proud to be ranked as the 22nd largest firm by revenue in the **** AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.
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Own it, Love your work, Share the load, Embrace the ride, Open doors
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- our values sit at the heart of our firm and how we work with each other, our clients and our communities.
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About the role
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This is an exciting opportunity to join our Business and Private Client Advisory division, which supports a range of small, medium and large private businesses and family groups, along with some not-for-profit and foreign owned businesses. We offer a wide range of services including accounting & tax compliance, business & tax advisory, structuring, superannuation, wealth management and transactional services.
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As an integral member of our close-knit team, you will be given exposure to a diverse range of clients and the opportunity to further develop and grow and your skill set. You will manage, develop and administer a portfolio of SW clients, taking full ownership of allocated jobs and managing your workflow. This involves maintaining an appropriate level of service to clients and producing a high standard of work. You will also be responsible for delegating and reviewing work undertaken by junior team members.
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Key Responsibilities
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Develop, manage and administer a portfolio of SW's clients, including:




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Develop budgets, Manage WIPs and bill clients
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Meet deadlines and provide quality and timely service to clients
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Maintain a high level of customer service to all clients
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Perform all compliance and value add work
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Review financial accounts, FBT and income tax returns, business activity statements, instalment activity statements and any other work performed by Intermediates, Graduates, Co-Operative Students and Cadets
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Prepare and review complex individual, company, trust, and Partnership tax returns
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Prepare and review workpapers, analyse client data and transactions and set up accounts
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Provide feedback, coaching and technical support to any BPCA team member working on clients
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Provide technical support and guidance to an allocated team of Intermediates and Graduates
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Identify and develop existing and potential business opportunities within client base
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Report to the Manager on the performance of team members and status of client obligations and issues
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Assist with potential and new client opportunities or initiatives such as attending client meetings, preparation of advice and presentations
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Administrative Compliance
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Other duties as required by the firm such as interviewing clients, attendance at training, marketing, acting as a buddy/mentor to a new member of staff, special projects, etc.
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Key Skills and Experience
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Minimum 3 years' experience in a Business Services environment in a Chartered/CPA accounting practice
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Degree qualified and nearly/fully qualified as a CA / CPA
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Technically proficient and up to date with developments in taxation law and accounting standards, systems and processes
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Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements
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Detailed knowledge of tax office correspondence and procedures
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Thorough understanding of company secretarial matters
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Advanced understanding of the Corporations Act, accounting standards, tax legislation
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Ability to review the work of junior members of staff and identify any issues and opportunities for discussion
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Previous experience working with and developing good relationships with clients
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Excellent time management skills and meeting deadlines for a large group of clients
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Ability to mentor, coach, motivate and manage junior members of staff
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Present professionally and possess excellent interpersonal and communication skills
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Prior experience working with APS, Xero, MYOB, QuickBooks and Microsoft Excel
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Best Kept Secrets of SW
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Progressive firm, with excellent career opportunities
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Hybrid working workplace
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2 additional annual leave days per year
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18 weeks paid parental leave for primary carers and 3 weeks for non-primary
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Paid volunteer leave
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Refer to client and refer a friend bonus scheme
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Employee Assistance Program and Wellness perks
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Assistance with home office setup
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Social Club
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Tailored Learning and Development Program
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Paid Course/study leave
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1 paid professional membership per year
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Weekly lunch provided
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📌 Senior Accountant - Business Services (New South Wales)
🏢 SW Accountants & Advisors
📍 New South Wales