• Manage a portfolio of HNW individuals, family groups, and SMSF clients.
• Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.
• Work closely with a Director to deliver accurate and timely year-end financials and tax returns.
• Build strong, trusted client relationships and become their go-to advisor.
• Review work prepared by others, provide guidance and coaching, and support junior team development [level dependent].
• Identify opportunities to add value, improve client outcomes, and contribute to broader advisory discussions.
• CA/CPA qualification.
• Experience in public practice accounting, with strong technical knowledge across personal tax, trusts, investment entities, and areas such as Div7A.
• Strong personal tax experience.
• SMSF experience is highly regarded, or a genuine interest in developing your expertise in this area.
• Strong attention to detail and pride in delivering quality work.
• Confidence communicating with clients and explaining complex matters in a practical way.
• A collaborative,
down-to-earth approach to your work.
• Leadership experience, or a desire to grow in this area.
• And importantly – you enjoy building relationships and delivering a outstanding client experience, not just processing work.
• A specialist role focused on HNW and SMSF client work.
• A high level of client exposure and relationship ownership.
• A collaborative team and direct support from experienced Directors.
• A mix of hands-on technical work and client engagement.
• A modern, vibrant office on James Street with flexibility where needed.
• Accounting
• Agency Broking
• Bookkeeping
• Business Advisory
• Business Broking
• Digital
• Ecommerce
• Estate Planning
• Events
• Financial Planning
• Franchising
• Governance
• Insurance
• Legal
• Marketing
• Mergers + Acquisitions
• Not for Profit
• People + Culture
• Real Estate
• Superannuation
• Tax
• Valuations
• Wealth Advisory