Step away from traditional public practice and join an established boutique wealth management firm, leading a small tax and accounting team.
- Opportunity to transition from public practice into wealth management
- Supervise a small, established team within a broader business of 30–50 staff
- Diverse client base across individuals, trusts, companies and partnerships
The Opportunity
An excellent prospect has become available for an experienced Tax Supervisor to join an established boutique wealth management firm.
This role is ideal for someone coming from a public practice accounting background who is looking for a change of environment while continuing to utilise their technical tax expertise.
Working closely with the Accounting Manager, you will supervise a small team overseeing tax compliance, accounting and bookkeeping services for a diverse portfolio of clients.
You will join a collaborative business offering broader financial services, with the opportunity to work alongside professionals across wealth management and financial planning.
Key Responsibilities
- Supervise and support a small team of accounting and client service professionals
- Oversee the preparation and lodgement of individual, company, trust, partnership and sole trader tax returns
- Review tax returns and financial statements to ensure accuracy and compliance
- Manage tax compliance requirements across a diverse portfolio of clients
- Provide technical guidance and support to junior team members
- Oversee bookkeeping,
reconciliations and general accounting requirements
- Liaise directly with clients regarding taxation and accounting matters
- Work closely with the Accounting Manager to maintain efficient workflows and meet lodgement deadlines
- Identify opportunities to improve internal processes and service delivery
About You
We are seeking an experienced accounting professional who enjoys working with clients and mentoring a small team.
Ideally, you will bring:
- Previous experience within an Australian public practice accounting firm
- CA or CPA qualification
- Strong technical knowledge of Australian taxation and compliance requirements
- Experience preparing and reviewing individual, company, trust and partnership tax returns
- Previous supervisory experience or the ability to step into a leadership role
- A registered tax agent number or the ability to meet relevant registration requirements
- Excellent communication skills and a proactive, hands-on approach
Why Consider This Opportunity?
This is an excellent opportunity for an experienced accountant looking to move away from the traditional public practice environment without stepping away from the technical work they enjoy.
You will have the opportunity to lead a small team, build long-term relationships with clients and work within a broader wealth management business.
The role is full-time and office-based, allowing you to work closely with your team and provide hands-on supervision and support.