Senior Accountant – Trusts

2 days ago

Box Hill North, Victoria, Australia Private Advertiser Full time $100,000 - $150,000 per year

About Us

We are a boutique multidisciplinary financial services firm (Accounting, Financial Planning & Mortgage Broking) with a 20+ year history and a loyal base of successful business owners, property investors and high-net-worth family groups.

Our approach is relationship-based, steady, and long-term. We work closely with clients to support their tax position, structuring, planning and overall financial strategy.

We maintain a supportive environment where you can own your work, be trusted as a professional, and still have access to guidance on complex issues when needed.

We use Xero across the practice.

The Role

You will manage a portfolio of clients involving:

• Discretionary, unit and hybrid trusts, companies and investment entities

• Div 7A, trust distributions (Div 6), UPEs and inter-entity loan balances

• Year-end tax planning and distribution modelling

• Preparation and review of financial statements and income tax returns

• Direct communication and relationship management with clients

• Liaising with our Financial Planning and Mortgage teams on shared clients when required

• Bringing forward questions and research areas to the Principal for discussion when complex matters arise

This role suits someone who can take ownership of their work and enjoys continuity with the same group of clients over time.

What We're Looking For


• Experience in Business Services within an Australian public practice firm is a Must Have. 6+ years experience preffered

• Strong experience with trusts and company group structures

• Understanding of Div 7A, CGT, franking accounts and tax planning workflows

• Comfortable managing your own workflow and speaking directly with clients

• CA/CPA qualified or progressing

• Strong Xero experience

Why Join Us?

• Flexible hybrid work options

• Office near public transport + on-site parking

• Friendly, professional, stable environment (not a churn-and-burn practice)

• No business development targets or sales expectations

• Opportunity to take genuine ownership of client relationships

• Professional guidance and sounding board available for complex matters

• Long-term growth option (quietly):

For a more experienced accountant who is looking for more than just another job, there is scope to discuss a future buy-in / profit-share pathway over the years ahead.

(This is optional and only relevant for the right candidates seeking a longer-term position.)

⸻

How to Apply

Please submit your CV through Seek.

All applications will be kept confidential.

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