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About the Role
Join our Business and Private Client Advisory (BPCA) division, supporting private businesses, family groups, not-for-profits, and foreign-owned businesses. You will be an integral part of a team specializing in Small to Medium enterprises, contributing positively to client management and ensuring productivity goals are met.
Responsibilities
- Contribute to the management of a large portfolio of SW clients
- Achieve productivity targets and client budgets; deliver value-added services
- Support and lead team members for optimal performance
- Allocate staff and resources to meet client and firm commitments
- Identify and develop potential business opportunities
- Actively participate in management of the business clients
- Attend manager meetings
- Advise Associate Directors and Directors of any necessary matters
- Ensure administrative compliance
- Perform other duties as required, including training and special projects
Requirements
- Minimum 3-5 years’ experience in Business Services at a Chartered/CPA accounting firm
- Prior experience with small to medium business clients preferred
- Degree and CA/CPA qualified (or in progress)
- Up-to-date technical knowledge of taxation law and accounting developments
- Potential networking skills and client relationship abilities
- Excellent time management skills and ability to meet client deadlines
- Potential to mentor and manage junior staff
- Skilled in handling sensitive client matters diplomatically
- Professional presence with strong interpersonal and communication skills
Skills
- Xero
- MYOB
- Reckon
- Microsoft Excel
Location
- Sydney
Work Type
- Hybrid working environment
Experience Level
- 3-5 years
Education Level
- Degree
- CA/CPA qualified (or in progress)
Benefits
- 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
- Assistance with home office setup
- Structured social program within the Sydney office
- Tailored Learning and Development Program
- Paid Course/study leave
- 1 paid professional membership per year
- Weekly lunch provided
About the Company
- 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 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 2025 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.