Job Description
My client is a growing business services firm with a small team, a diverse client base, and a reputation built on doing excellent work without the politics. Their clients range from SMEs and family businesses to high-net-worth individuals and emerging growth companies — they value their proactive advice and ability to genuinely understand their businesses.
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They've grown steadily and have no plans to slow down. As they add clients and complexity, they need a Senior Accountant who wants to grow with them — someone who takes pride in their technical work, builds strong client relationships, and is looking for a role with real autonomy and long-term career potential.
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THE ROLE
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This is a broad, hands-on accounting role with end-to-end responsibility for a portfolio of business services clients. You'll manage the full accounts preparation process for entities across a range of structures and industries, providing timely and accurate financial information with a commercial edge.
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You won't be siloed into one task. You'll be involved across the accounting cycle — from workpapers and tax compliance through to client meetings and advisory conversations. Over time, there is a clear pathway to take on greater client relationship management and leadership responsibility within the team.
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KEY RESPONSIBILITIES
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Accounts Preparation & Compliance
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Prepare full financial accounts for a varied portfolio of clients including companies, trusts, partnerships, and sole traders
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Prepare and review income tax returns for individuals, companies, trusts, and partnerships
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Prepare BAS/IAS lodgements with accuracy and on schedule
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Manage FBT returns and ensure appropriate disclosure and compliance
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Prepare SMSF financial statements and tax returns where required
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Ensure workpapers are thorough, well-documented, and review-ready
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Stay current with ATO requirements, tax legislation changes, and accounting standards
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Identify tax planning opportunities across client portfolios and proactively raise these with clients and the principal
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Assist with structuring advice for new and existing clients, including entity selection, trust distributions, and Div 7A considerations
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Support year-end tax planning conversations with clients, modelling projected tax positions
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Contribute to ad hoc advisory engagements as the firm expands its advisory offering
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Client Relationships
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Build and maintain solid working relationships with a dedicated portfolio of clients
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Act as a key point of contact for client queries, responding promptly and with genuine understanding of their circumstances
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Attend client meetings independently or alongside the principal, presenting financial results and planning outcomes clearly
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Identify opportunities to add value beyond compliance and communicate these confidently
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Team & Systems
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Work collaboratively within a small team, supporting colleagues and sharing knowledge
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Assist in reviewing the work of junior staff and providing guidance where neededUtilise practice management and accounting software (Xero, MYOB, Xero Practice Manager or similar) efficiently
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Contribute to process improvements and workflow efficiencies as the firm continues to grow
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ABOUT YOU
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CA or CPA qualified (or near completion)
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Minimum 3–5 years' experience in a business services / public practice accounting role
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Confident preparing full financial statements and tax returns across a range of entity types
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Solid understanding of Australian tax legislation, including Div 7A, CGT, GST, and trust taxation
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Strong working knowledge of Xero and/or MYOB
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High attention to detail with a commitment to quality workpapers
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Comfortable managing your own workload and deadlines with a degree of autonomy
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A genuine interest in clients' businesses — not just the numbers
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Highly Regarded
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Experience with SMSF preparation
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Exposure to business advisory or tax planning conversations with clients
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Experience using Xero Practice Manager, HandiSoft, or similar practice management software
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An interest in taking on mentoring or review responsibilities as the team grows
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WHAT WE OFFER
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$95,000 – $110,000 + Superannuation, depending on experience
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Genuine, flexible working arrangements — hybrid, adjusted start/finish times, and a culture of trust
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A diverse, interesting client base that keeps the work engaging
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Real autonomy and ownership of your client portfolio from day one
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A supportive principal who is invested in your development and career progression
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Clear pathway to a more senior or advisory role as the firm grows
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No big-firm bureaucracy — a workplace where your contribution is visible and valued
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Modern tools and a team that embraces technology to work smarter
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📌 Senior Accountant (New South Wales)
🏢 Excolo
📍 New South Wales