Senior Accountant, Fordham

Perpetual Limited; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work Australia

Wellbeing allowance

Study support

Job summary

Fordham, part of Perpetual Wealth, is seeking a Senior Accountant to support complex client engagements across accounting, taxation, business performance, structuring, wealth and asset protection. You will mentor junior staff and coordinate with senior team members to ensure timely delivery.

The role requires a Bachelor’s degree in Accounting or Commerce, plus CA/CPA qualification and 3–5 years in Australian public practice. Taxation expertise and leadership experience are essential.

Qualifications

• Strong taxation knowledge including Division 7A, GST, FBT and SMSFs.
• Experience supervising, coaching and delegating work to junior staff.

Responsibilities

• Prepare and review financial statements and tax returns for individuals, partnerships, trusts, companies and SMSFs.
• Prepare and implement tax-planning strategies and initiatives.
• Assist Managers and Partners with business performance, structuring, wealth and asset-protection engagements.
• Coordinate with your team leader throughout the different phases of client engagements.
• Supervise, coach and delegate work to junior team members.

Skills

Taxation knowledge

Supervising

Education

Bachelor’s degree in Accounting or Commerce

CA or CPA qualification

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

• Build your advisory experience across complex and diverse client engagements

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 a Senior Accountant, you will support the delivery of complex client engagements spanning accounting, taxation, business performance, structuring, wealth and asset protection. You will also mentor and guide junior team members while coordinating closely with senior team members.

Role responsibilities include:

• Prepare and review financial statements and tax returns for individuals, partnerships, trusts, companies and self-managed superannuation funds.

• Prepare and implement tax-planning strategies and initiatives.

• Assist Managers and Partners with business performance, structuring, wealth and asset-protection engagements.

• Coordinate with your team leader throughout the different phases of client engagements.

• Supervise, coach and delegate work to junior team members.

About you

• Bachelor’s degree in Accounting or Commerce.

• Currently studying towards, or have completed, a CA or CPA qualification.

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

• Exposure to large business structures and complex, diverse engagements.

• Good understanding of taxation matters, including Division 7A, GST, FBT and SMSFs.

• Experience supervising, coaching and delegating work to junior staff.

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.