Accountant - Business Services

Traverse Accountants; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Traverse Accountants in Sydney's Millers Point is seeking an experienced Accountant to join our Business Services team. The role blends compliance, advisory, and client-facing work to deliver high-quality outcomes for a diverse portfolio of clients.

You will work closely with the Director, manage client relationships, and contribute to practical accounting solutions, including tax, reporting, and process improvements, while developing your technical and advisory capabilities.

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 strong 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)

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
• Prepare Income Tax Returns and 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
• Manage day-to-day accounting requirements across a portfolio of clients
• 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
• 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 developMaintain 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

Skills

Accounting skills

Client relations

Financial reporting

Tax knowledge

Education

CA or CPA qualification or pursuing

Tools

Xero

XPM

FYI Elite

BGL & CAS

Excel

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.

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 developMaintain 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 strong 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: www.traverseaccountants.com.au