Senior Accountant
Core
Manage a portfolio of high-net-worth individuals and family group clients, preparing financial statements and income tax returns for complex structures including companies, trusts, partnerships, and SMSFs.
Role type
Senior Business Services Accountant (Private Wealth)
Builds
Financial statements, income tax returns, and tax planning advice for private wealth clients.
Domain
Accounting & Tax (Private Wealth)
Required skills
Financial statement preparation, income tax return preparation, tax planning, client portfolio management, mentoring junior staff, technical tax and compliance knowledge, Xero proficiency
Preferred skills
Experience reviewing work prepared by offshore team members, experience with SMSFs
Technologies
Xero, Xero Tax
Responsibilities
Prepare and review financial statements and income tax returns, assist with complex tax planning and advisory matters, review work prepared by junior and offshore team members, provide mentoring and technical support to junior staff, build and maintain strong client relationships, liaise directly with business owners and executives
Seniority
Senior, hands-on IC with mentoring responsibilities