Accountant, Fordham

Perpetual Limited; Sydney; Hybrid; AUD 80,000 - 110,000; Full time

Benefits offered by this job

6 weeks leave annually

Hybrid office/work-from-home

Structured growth pathways

Job summary

Fordham is a dedicated advisory firm helping Australia’s business owners and managers build value and wealth. As part of Perpetual Wealth and Bain Capital’s expansion, Fordham offers growth, diversity and a pathway to professional development.

The Accountant role involves delivering high-quality financial statements and tax returns, supporting planning activities, and researching tax and wealth matters within a collaborative team.

Qualifications

• Bachelor degree in accounting or commerce required.
• Approximately 1–3 years’ experience in Australian public practice.
• Commenced or completed CA or CPA studies.
• Experience with privately owned groups, individuals and multiple entity types is a plus.

Responsibilities

• Prepare financial statements and tax returns for individuals, partnerships, trusts, companies and SMSFs.
• Complete tax compliance work including Division 7A, FBT, CGT, payroll and other indirect taxes.
• Prepare and implement tax planning strategies and initiatives.
• Research tax, structuring, wealth and asset protection issues.
• Collaborate with colleagues to deliver commercially relevant outcomes for clients.

Skills

Interpersonal skills

Collaboration

Time management

Communication skills

Research skills

Problem solving

Education

Bachelor's degree in accounting or commerce

Job description

• More time off for the things that matter - up to 6 weeks’ leave annually

• Work where we work best - hybrid office/work-from-home environment

• Structured growth and development pathways

About Fordham

At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.

Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.

We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.

Fordham is part of Perpetual Wealth. As part of an exciting new chapter, Perpetual Wealth will soon become a standalone businessas part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.

About the role

As an Accountant, you will work collaboratively as part of a team to deliver high-quality services to clients. You will prepare financial statements and tax returns, support tax compliance and planning activities, and research a range of tax, structuring, wealth and asset protection matters.

Role responsibilities include:

• Prepare financial statements and tax returns for individuals, partnerships, trusts, companies and SMSFs.

• Complete tax compliance work, including Division 7A, FBT, CGT, payroll and other indirect tax calculations.

• Prepare and implement tax planning strategies and initiatives.

• Research tax, business structuring, wealth and asset protection issues.

• Collaborate with colleagues to deliver commercially relevant outcomes for clients.

• Identify relevant risks and ...

About you

• A bachelor’s degree in accounting or commerce.

• Approximately one to three years’ experience in Australian public practice.

• Commenced or completed CA or CPA studies.

• Experience working with privately owned groups, individuals and multiple entity types.

• Strong interpersonal, collaboration and time-management skills.

• Clear communication, strong research skills and the ability to propose practical solutions.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year.

• An annual allowance to empower you to prioritise your personal wellbeing.

• Study support and commitment to supporting professional development.

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

• A growing number of employee-led networks who work to raise awareness and drive continued change.

• We support over 50 First Nations Communities, helping to secure the communities’ future. We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.