Traverse Accountants is a boutique Chartered Accounting firm based in Sydney's Millers Point.
We specialise in Taxation, Advisory, Corporate and Business Services, working closely with a diverse portfolio of clients including high-net-worth individuals and growing businesses.
Our firm is built on collaboration, technical excellence, and strong client relationships.
We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.
About the Role
An opportunity exists for an experienced Accountant to join our Business Services team.
This role offers a mix of compliance, advisory, and client-facing work, ideal for someone who wants to move beyond pure compliance into more strategic, value-added services.
You will work closely with the Director and play a key role in managing client relationships and delivering high-quality outcomes.
Responsibilities
Prepare financial statements, management reports and supporting workpapers for a portfolio of clients
Maintain client accounting and reporting systems, ensuring information is accurate and compliant with relevant accounting standards
Complete bank, balance sheet and general ledger reconciliations, investigating and resolving variances
Support monthly and year-end close processes, including journals, accruals and reconciliations
Review and reconcile revenue, receivables, payables and payroll balances
Prepare budget and cash flow reporting, including comparison of actual results against forecasts
Assist with inventory accounting, reconciliation and reporting where required
Tax, Compliance & Audit
Prepare Income Tax Returns and Business Activity Statements (BAS)
Monitor client compliance requirements and key reporting deadlines, including ATO and ASIC obligations
Liaise with the ATO, ASIC and other third parties on behalf of clients
Assist with client audits, including preparation of supporting schedules, reconciliations and responses to audit queries
Support senior team members with tax planning,



structuring and other advisory matters
Client & Business Services
Manage day-to-day accounting requirements across a portfolio of clients, balancing multiple priorities and deadlines
Build strong client relationships and act as a day-to-day contact for accounting, payroll and reporting queries
Liaise with client staff, suppliers, service providers and internal team members to resolve accounting and payment-related matters
Attend client sites where required to assist with accounting systems, process reviews and more complex accounting work
Provide practical guidance to client accounting personnel on accounting processes, controls and system usage
Identify accounting, reporting and process improvement opportunities and raise these with senior team members
Communicate progress, risks and outstanding requirements clearly to clients and the internal team
Team & Professional Development
Work collaboratively with Accountants, Managers and Directors to deliver high-quality client outcomes
Take increasing ownership of client engagements as your technical capability and experience develop
Maintain a high standard of accuracy, organisation and client service
Contribute to internal process improvements and the ongoing development of the Corporate and Business Services team
Qualifications
3+ years' experience in Business Services / Public Practice
Sound knowledge of Australian tax and accounting principles
Strong written and verbal communication skills
High attention to detail and robust organisational skills
Ability to manage multiple deadlines and priorities
A proactive approach and willingness to learn
CA or CPA qualified, or currently working towards qualification, preferred
Valid Australian work rights (no sponsorship required)
Systems
Systems: Xero, XPM and all similar accounting software
FYI Elite and Documents
BGL & CAS for Corporate Secretarial
Strong proficiency in Microsoft Products (Word, Excel skills etc)
Experience in using automations and workflow tools
For more information about our firm, visit:
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📌 Accountant - Business Services (Sydney)
🏢 Traverse Accountants
📍 Sydney