Senior Accountant: Client Advisory & Portfolio Ownership

Charterhouse; Bathurst; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Portfolio ownership

Flexible hours

CA/CPA support

Professional development

Modern cloud systems

Work-life balance

Regional lifestyle

Job summary

Charterhouse Bathurst is seeking a client-facing Senior Accountant to manage a portfolio of privately owned businesses, delivering accounting and taxation services while expanding into advisory work.

You will own client relationships, work with business owners, and mentor junior staff in a regional firm that emphasizes cloud-based systems, work-life balance, and ongoing professional development.

Qualifications

• 5+ years’ Australian public practice experience.
• Strong knowledge of Australian taxation and Business Services.
• Experience managing both compliance and client advisory work.
• Experience across companies, trusts, partnerships and SMSFs.
• CA/CPA qualification completed or in progress.
• Xero and cloud accounting experience.
• Strong client communication and relationship-building skills.
• Experience reviewing or mentoring junior accountants.
• Excellent organisation and attention to detail.
• A genuine interest in Business Advisory and helping clients grow.

Responsibilities

• Preparing and reviewing financial statements and income tax returns
• Managing tax planning and ongoing compliance requirements
• Working across companies, trusts, partnerships and SMSFs
• Preparing management reports and analysing business performance
• Assisting clients with forecasting, structuring and strategic decisions
• Building strong relationships with business owners
• Managing your own portfolio, workflow and deadlines
• Reviewing and mentoring junior accountants
• Identifying opportunities to add value beyond traditional compliance

Skills

Public practice experience

Taxation knowledge

Client advisory

Leadership & mentoring

Communication

Education

CA/CPA qualification

Tools

Xero

Cloud accounting

Job description

Charterhouse Bathurst is seeking a client-facing Senior Accountant to manage a portfolio of privately owned businesses, delivering accounting and taxation services while expanding into advisory work.

You will own client relationships, work with business owners, and mentor junior staff in a regional firm that emphasizes cloud-based systems, work-life balance, and ongoing professional development.