Senior Accountant

Quay Appointments; Sydney; On-site; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Sydney CBD location

Boutique environment

Bonus scheme

Exposure to HNWI clients

Job summary

Quay Appointments is seeking a Senior Business Services & Tax Accountant to join a boutique accounting and advisory firm in Sydney CBD. You will manage private client portfolios, prepare financial statements and tax returns, and provide tax planning and advisory support across diverse entities.

Ideal candidates hold CA/CPA or are progressing towards completion, with 3+ years in Australian practice and strong Xero skills.

Qualifications

• CA/CPA qualification or progression toward completion.
• 3+ years' experience in Business Services and Tax within an Australian accounting firm.
• Experience preparing financial statements and tax returns across a range of entity types.

Responsibilities

• Prepare and review financial accounts and tax returns for individuals, companies, trusts and other structures.
• Manage Business Services and tax compliance across a diverse client portfolio.
• Prepare BAS, IAS and other statutory requirements.
• Provide tax planning and general tax advice.
• Assist with budgeting, forecasting and management reporting.
• Work with clients and advisers to understand broader financial and business needs.
• Assist with Virtual CFO services and advisory projects.
• Liaise with clients, auditors, financial advisers, lawyers and other advisers.
• Support more complex client matters and ad hoc advisory work.

Skills

Communication skills

Relationship building

Commercial mindset

Xero

Education

CA/CPA qualification or progression toward completion

Tools

Xero

Job description

An established boutique accounting and advisory firm based in Sydney CBD is looking to add a Senior Business Services & Tax Accountant to their growing team. The firm works with High Net Worth Individuals, family groups and their associated businesses, providing a combination of Business Services, Tax, Virtual CFO and Estate Planning services. This is a hands-on role suited to an experienced Business Services & Tax Accountant who enjoys working closely with clients and wants exposure to more than just compliance.

The Role

Working across a portfolio of private clients and their businesses, you will be responsible for:

• Preparing and reviewing financial accounts and tax returns for individuals, companies, trusts and other structures
• Managing Business Services and tax compliance across a diverse client portfolio
• Preparing BAS, IAS and other statutory requirements
• Providing tax planning and general tax advice
• Assisting with budgeting, forecasting and management reporting
• Working with clients and their advisers to understand their broader financial and business needs
• Assisting with Virtual CFO services and business advisory projects
• Liaising with clients, auditors, financial advisers, lawyers and other professional advisers
• Supporting more complex client matters and ad hoc advisory work as required

Senior Business Services & Tax Accountant

Sydney CBD | Boutique Accounting & Advisory Firm

About You

You will ideally have:

• CA/CPA qualification or be working towards completion
• 3+ years' experience in Business Services and Tax within an Australian accounting firm
• Strong experience preparing financial statements and tax returns across a range of entity types
• Good knowledge of Australian tax legislation and compliance requirements
• Experience working directly with clients and managing your own portfolio
• Strong communication and relationship-building skills
• A commercial mindset and an interest in understanding the broader needs of clients
• Experience with Xero and/orsimilar accounting software

What's on Offer

• Sydney CBD location
• Boutique, professional working environment
• Exposure to High Net Worth Individuals, family groups and privately owned businesses
• Variety across Business Services, Tax, Virtual CFO and advisory work
• Opportunity to develop your technical and commercial skills
• Close access to senior leadership and experienced advisers
• Competitive salary based on experience + performance based bonus scheme