Senior Accountant / Assistant Manager / Manager New

Mutual Trust; Adelaide; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible work arrangements

Additional leave up to four weeks per

Gender equality recognition and awards

Training and development

Health and well-being allowance

Employee assistance program

Annual performance bonus

Volunteer days

Staff events

Job summary

Mutual Trust in Adelaide seeks a capable accounting professional to manage private client matters, with ownership of a portfolio and direct client relationships.

The role involves reviewing work, delegating across onshore and offshore teams, mentoring juniors, and collaborating with senior leaders across the Adelaide office.

Qualifications

• Completed CA or CPA qualification.
• Strong technical accounting and taxation knowledge.
• Confidence managing multiple clients, jobs and deadlines.
• Well-developed communication skills and client-service mindset.
• Ability to work collaboratively with colleagues across locations.
• Experience with offshore teams is well regarded.
• For senior candidates, experience reviewing work, delegating effectively and developing junior team members.
• Proactive approach and adaptability as priorities evolve.

Responsibilities

• Coordinate workflow across multiple client matters and keep jobs moving through to completion.
• Delegate work across onshore and offshore team members.
• Review work prepared by junior staff and provide clear feedback.
• Manage deadlines, priorities and progress across a busy client portfolio.
• Liaise with senior team members on job status, issues and next steps.
• Build strong relationships with clients and respond to day-to-day queries.
• Review financial statements and related accounting work.
• Coordinate and review tax returns and other compliance work.
• Support and mentor less experienced accountants.
• Manage job budgets, WIP and billing at the appropriate level.

Skills

Technical accounting

Taxation knowledge

Client service

Communication skills

Offshore teams

Multi-client management

People development

Proactive/adaptive

Education

CA or CPA qualification

Job description

Take the next step in your career with direct access to private clients, genuine ownership of your portfolio and exposure to HNW families and businesses.

Whether you’re a Senior Accountant ready to step up, an Assistant Manager looking to broaden your experience, or an established Manager seeking to make an impact, we’d like to hear from you.

You’ll work across a varied portfolio of private clients, managing accounting and tax matters, building direct client relationships and taking responsibility for keeping work moving from start to finish.

Depending on your experience, you’ll also review work, delegate across onshore and offshore team members, mentor junior staff and work closely with senior leaders across the Adelaide office.

What You’ll Do

• Coordinate workflow across multiple client matters and keep jobs moving through to completion
• Delegate work across onshore and offshore team members
• Review work prepared by junior staff and provide clear feedback
• Manage deadlines, priorities and progress across a busy client portfolio
• Liaise with senior team members on job status, issues and next steps
• Build strong relationships with clients and respond to day-to-day queries
• Review financial statements and related accounting work
• Coordinate and review tax returns and other compliance work
• Support and mentor less experienced accountants
• Manage job budgets, WIP and billing at the appropriate level

About You

You’ll bring relevant public practice experience across business services and tax, together with strong technical accounting and taxation knowledge and the confidence to work directly with clients.

Depending on your level of experience, you’ll also bring:

• A completed CA or CPA qualification
• Strong technical accounting and taxation knowledge
• Confidence managing multiple clients, jobs and competing deadlines
• Well-developed communication skills and a genuine client-service mindset
• The ability to work collaboratively with colleagues across different locations
• Experience working with or delegating to offshore teams will be well regarded
• For more senior candidates, experience reviewing work, delegating effectively and developing junior team members
• A practical, proactive approach and the ability to adapt as priorities and ways of working evolve

Culture & Benefits

Joining Mutual Trust offers you the opportunity to enjoy:

• Supportive flexible work arrangements.
• Opportunity to purchase up to four weeks’ additional leave each year.
• Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
• Award winning industry leadership - winner of the Euromoney Private Banking Awards 2026 - Australia’s Best for Family Office Services.
• Professional training and development for staff of all levels.
• Yearly health and well-being allowance and ongoing activities.
• Employee assistance program that offers free counselling and support for you and your family.
• Annual performance payment (based on your performance and Firm-wide results).
• Paid community/volunteer days and an award-winning staff giving program.
• Reward and Recognition program.
• Ongoing staff entertainment.

About Us

Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team

Mutual Trust has over 250 staff, located across our offices in Adelaide, Melbourne, Sydney, Perth and Brisbane. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across accounting, tax, wealth management, family office advisory, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.

Only applicants with permanent residency or without visa restrictions will be considered.