Senior Accountant

Own your client portfolio including reporting, tax, payroll and advisory, while mentoring the team on a clear path to partnership.
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Responsibilities:

Client Portfolio Management & Financial Reporting

• Take full ownership of a portfolio of small to medium-sized business clients across various industries, acting as the primary point of accountability for their financial affairs.

• Prepare and review financial statements, including profit & loss, balance sheet, and cash flow reports.

• Review reconciliations (bank, credit card, and balance sheet) prepared by junior staff, ensuring accuracy and integrity of the underlying data.

• Oversee accounts payable/receivable processes for the portfolio, resolving escalated or complex issues.

Tax, BAS & Compliance

• Review and lodge Business Activity Statements (BAS) and Instalment Activity Statements (IAS), ensuring accurate GST treatment and coding.

• Prepare and review income tax returns for individuals, companies, trusts, and partnerships.

• Ensure compliance with relevant Australian tax legislation, ATO requirements, and accounting standards.

• Provide guidance on tax planning and structuring opportunities for clients.

Payroll & Employment Compliance Oversight

• Oversee end-to-end payroll processes, including superannuation, PAYG withholding, and Single Touch Payroll (STP) reporting, ensuring compliance with Fair Work and relevant awards.

• Act as escalation point for complex payroll or employee-related queries.

Cloud Accounting & Systems

• Work across and provide guidance on cloud-based accounting platforms including Xero, MYOB, and QuickBooks.

• Lead system setup, data migration, and optimisation projects for client accounting systems.

• Identify and implement opportunities to automate processes and improve efficiency through technology.

Client & Stakeholder Engagement

• Serve as a trusted advisor to clients, building long-term relationships and providing strategic financial guidance beyond day-to-day bookkeeping.

• Liaise directly with clients on financial performance, compliance matters, and business advisory needs.

• Manage client expectations, communicate proactively, and resolve complex or sensitive issues.

Month-End & Year-End Support

• Lead month-end and year-end close processes, including reviewing reconciliations and journal entries prepared by junior staff.

• Prepare management reports and financial analysis to support client decision-making.

• Identify discrepancies, irregularities, or risk areas, and recommend corrective action or process improvements.

Team Leadership & Workflow Management

• Review and provide technical guidance and mentoring to junior accountants and bookkeepers, including reviewing their work for accuracy and compliance.

• Manage multiple client engagements and deadlines across the team, ensuring high-quality, timely delivery.

• Maintain organised, audit-ready working papers and documentation.

• Drive continuous improvement initiatives within the accounting function, including process and systems enhancements.

What you bring:

• Exceptional communication skills, both verbal and written

• CA or CPA qualified (or very close to completion)

• Strong technical knowledge of Australian tax, BAS/GST, and payroll compliance

• Proven ability to manage a client portfolio autonomously and lead a team

• Ability to prioritise and manage multiple engagements to meet deadlines

• High level of attention to detail, initiative, and sound professional judgement

• Experience reviewing the work of junior staff and providing constructive feedback

What's on offer:

• Tailored career path towards partnership

• CA/CPA membership and study support

• Full autonomy and leadership over your own client portfolio

• New client sign-on bonuses

• Flexible and work-from-home arrangements

• A family-oriented work environment with genuine ongoing support