Senior Accountant

About SW Accountants & Advisors:

SW Accountants & Advisors (SW) is Australia's best kept accounting secret. We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 45 Partners and 400 staff and nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions. We are proud to be ranked as the 22nd largest firm by revenue in the 2024 AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.

Own it, Love your work, Share the load, Embrace the ride, Open doors. Our values are at the very heart of our firm and guide the way we interact within our firm's teams, with our clients, and the way we interact and engage with you.

About the role:

This is an exciting opportunity to join our Business and Private Client Advisory division, which supports a range of small, medium and large private businesses and family groups, along with some not-for-profit and foreign owned businesses. We offer a wide range of services including accounting & tax compliance, business & tax advisory, structuring, superannuation, wealth management and transactional services.

We are seeking a Senior Consultant to manage, develop and administer a portfolio of SW clients, taking full ownership of allocated jobs and managing your workflow. This involves maintaining an appropriate level of service to clients and producing a high standard of work. You will also be responsible for delegating and reviewing work undertaken by junior team members.

Key Responsibilities

• Develop, manage and administer a portfolio of SW's clients, including:
• Develop budgets, Manage WIPs and bill clients
• Meet deadlines and provide quality and timely service to clients
• Maintain a high level of customer service to all clients
• Perform all compliance and value add work
• Prepare and review financial accounts, FBT and income tax returns, business activity statements, instalment activity statements and any other work performed by more junior team members
• Prepare and review complex individual, company, trust, and Partnership tax returns
• Prepare and review workpapers, analyse client data and transactions and set up accounts
• Provide feedback, coaching and technical support to any BPCA team member working on clients
• Provide technical support and guidance to an allocated team of Intermediates and Graduates
• Identify and develop existing and potential business opportunities within client base
• Report to the Manager on the performance of team members and status of client obligations and issues
• Assist with potential and new client opportunities or initiatives such as attending client meetings, preparation of advice and presentations
• Administrative Compliance
• Other duties as required by the firm such as interviewing clients, attendance at training, marketing, acting as a buddy/mentor to a new member of staff, special projects, etc.

Key Skills and Experience

• Minimum 3 years' experience in a Business Services environment in a Chartered/CPA accounting practice
• Degree qualified and nearly/fully qualified as a CA / CPA
• Technically proficient and up to date with developments in taxation law and accounting standards, systems and processes
• Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements
• Prepared Special Purpose and General Purpose Financial Reports
• Prepared and reviewed income tax returns for individuals, companies, trusts, and partnerships
• Familiar with Division 7A compliance requirements
• Prepared and reviewed Fringe Benefits Tax (FBT) returns
• Processed and reviewed payroll for clients, including PAYG, superannuation, and STP reporting
• Detailed knowledge of tax office correspondence and procedures
• Thorough understanding of company secretarial matters
• Advanced understanding of the Corporations Act, accounting standards, tax legislation
• Ability to review the work of junior members of staff and identify any issues and opportunities for discussion
• Previous experience working with and developing good relationships with clients
• Excellent time management skills and meeting deadlines for a large group of clients
• Ability to mentor, coach, motivate and manage junior members of staff
• Present professionally and possess excellent interpersonal and communication skills
• Prior experience working with APS, Business Fitness, Xero, MYOB, and Dext is highly regarded

Best Kept Secrets of SW

• Progressive firm, with excellent career opportunities
• Flexible working environment
• 2 additional AL days per year
• 18 weeks paid parental leave for primary carers and 3 weeks for non-primary
• Paid volunteer leave
• Refer to client and refer a friend bonus scheme
• Employee Assistance Program and Wellness perks
• $1000 towards home office setup
• Social Club
• Tailored Learning and Development Program
• Paid Course/study leave
• 1 paid professional membership per year
• Weekly Lunch provided

Apply today

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