Senior Accountant - Client Portfolio Ownership

About the role

An established accounting and financial planning firm is looking for a Senior Accountant to take ownership of their own client portfolio and build their advisory skills, with a clear pathway to Manager. The firm combines tax and advice work, serves a loyal multi-generational client base and takes a relationship-driven approach.

Key responsibilities

• Review financial statements and tax returns, including complex work.
• Manage a portfolio of high-net-worth individuals, investment structures and selected business clients.
• Provide technical tax advice and build lasting client relationships.
• Work closely with financial planners to deliver a complete client service.
• Manage your own workflow with a genuine pathway to Manager.

Required profile

• Experienced Senior Accountant or Assistant Manager.
• Strong review skills and solid technical knowledge.
• Confidence to lead client conversations; organised and resourceful.

Required skills

• SMSF experience is advantageous.
• Familiarity with Xero, BGL, ATOmate or Smartshare is advantageous.

What we offer

• No timesheets and 8:30am-4:30pm working hours.
• Birthday leave and monthly technical training.
• A supportive team with excellent staff retention.
• Real career progression and exposure beyond traditional accounting.