Senior Consultant - Business Services

About the role

SW Accountants & Advisors, a 90-year-old advisory and accounting firm operating in Melbourne, Sydney, Brisbane and Perth, is looking for a Senior Consultant / Assistant Manager to join its Business and Private Client Advisory division. The team advises small, medium and large private businesses, family groups and some not-for-profit and foreign-owned businesses on accounting, tax compliance, business and tax advisory, structuring, superannuation, wealth management and transactional services. The portfolio is dominated by Chinese clients, including subsidiaries of state-owned and privately owned enterprises.

Key responsibilities

• Develop, manage and administer a client portfolio, including budgets, WIPs and billing
• Review financial accounts, FBT and income tax returns, BAS and instalment activity statements, and 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 team members and to a team of Intermediates and Graduates
• Identify and develop business opportunities, report to the Manager on team performance and client issues, and assist with new client meetings and presentations
• Other duties such as client interviews, training, marketing, mentoring new staff and special projects

Required profile

• Minimum 3 years' experience in a Business Services environment in a Chartered/CPA accounting practice
• Degree qualified and nearly or fully qualified as a CA / CPAT
• Previous experience building relationships with clients and mentoring junior staff
• Ability to speak Mandarin is highly desirable

Required skills

• Advanced working knowledge of GST, BAS and instalment activity statements
• Detailed knowledge of tax office correspondence and procedures
• Understanding of company secretarial matters, the Corporations Act, accounting standards and tax legislation
• Experience with APS, Business Fitness, Xero, MYOB and Dext is highly regarded

What we offer

• Progressive firm with flexible working and 2 extra AL days per year
• Paid parental leave, volunteer leave and referral bonuses
• Wellness perks, employee assistance program, social club and home office setup assistance
• Tailored learning and development, paid course and study leave, and a paid professional membership each year