You'll be a trusted adviser to a portfolio of clients, focused entirely on review and advisory work. At Skybridge Financial, our processing team prepares the work. Your job is to review it, own the client relationship, and give advice that makes a real difference to the businesses and individuals we look after.
Key responsibilities
Review financial statements and tax returns for individuals, companies, trusts, partnerships and SMSFs prepared by our processing team
Sign off on work quality and technical accuracy before it goes to the client
Meet clients face to face and online to present results, discuss their position and plan ahead
Provide proactive tax planning and business advice, including structuring, cash flow, growth and succession
Handle complex technical matters such as Division 7A, CGT, trust distributions and restructures
Act as the main point of contact for your client base and build long-term relationships
Coach and give feedback to other staff through the review process
Identify opportunities to add value for clients beyond compliance
About you
CA or CPA qualified (or close to completion)
5+ years' experience in an Australian public practice tax and business services environment
Robust technical knowledge across the full range of entity types
Confident reviewing others' work and giving explicit, constructive feedback
Excellent communication skills, and you enjoy client contact and explaining complex matters simply
Commercially minded, with a genuine interest in helping clients succeed
Experience with Xero, MYOB, Class, APS/Handisoft is highly regarded
About us
Skybridge Financial is a chartered accounting practice based in the heart of Sydney's CBD. We work with SMEs, family groups, specialists and high-net-worth individuals across tax compliance, business advisory and planning. We value technical quality, genuine client relationships and a team culture where people are supported to grow.
📌 Senior Accountant Tax & Business Services Sydney (Australia)
🏢 SKYBRIDGE FINANCIAL
📍 Australia
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