Job Description

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.

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About the Role

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An prospect 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.

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Responsibilities

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- Prepare financial statements, management reports and supporting workpapers for a portfolio of clients
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- Maintain client accounting and reporting systems, ensuring information is accurate and compliant with relevant accounting standards
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- Complete bank, balance sheet and general ledger reconciliations, investigating and resolving variances
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- Support monthly and year-end close processes, including journals, accruals and reconciliations
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- Review and reconcile revenue, receivables, payables and payroll balances
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- Prepare budget and cash flow reporting, including comparison of actual results against forecasts
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- Assist with inventory accounting,



reconciliation and reporting where required
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Tax, Compliance & Audit

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- Prepare Income Tax Returns and Business Activity Statements (BAS)
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- Monitor client compliance requirements and key reporting deadlines, including ATO and ASIC obligations
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- Liaise with the ATO, ASIC and other third parties on behalf of clients
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- Assist with client audits, including preparation of supporting schedules, reconciliations and responses to audit queries
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- Support senior team members with tax planning, structuring and other advisory matters
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Client & Business Services

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- Manage day-to-day accounting requirements across a portfolio of clients, balancing multiple priorities and deadlines
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- Build strong client relationships and act as a day-to-day contact for accounting, payroll and reporting queries
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- Liaise with client staff, suppliers, service providers and internal team members to resolve accounting and payment-related matters
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- Attend client sites where required to assist with accounting systems, process reviews and more complex accounting work
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- Provide practical guidance to client accounting personnel on accounting processes, controls and system usage
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- Identify accounting,



reporting and process improvement opportunities and raise these with senior team members
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- Communicate progress, risks and outstanding requirements clearly to clients and the internal team
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Team & Professional Development

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- Work collaboratively with Accountants, Managers and Directors to deliver high-quality client outcomes
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- Take increasing ownership of client engagements as your technical capability and experience develop
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- Maintain a high standard of accuracy, organisation and client service
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- Contribute to internal process improvements and the ongoing development of the Corporate and Business Services team
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Qualifications

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- 3+ years' experience in Business Services / Public Practice
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- Sound knowledge of Australian tax and accounting principles
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- Strong written and verbal communication skills
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- High attention to detail and strong organisational skills
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- Ability to manage multiple deadlines and priorities
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- A proactive approach and willingness to learn
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- CA or CPA qualified, or currently working towards qualification, preferred
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- Valid Australian work rights (no sponsorship required)
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Systems

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- Systems: Xero, XPM and all similar accounting software
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- FYI Elite and Documents
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- BGL & CAS for Corporate Secretarial
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- Strong proficiency in Microsoft Products (Word, Excel skills etc)
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- Experience in using automations and workflow tools
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For more information about our firm, visit: www.traverseaccountants.com.au

📌 Accountant - Business Services (New South Wales)
🏢 Traverse Accountants
📍 New South Wales