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About the Role

This role is within the Business and Private Client Advisory division, supporting private businesses, family groups, not-for-profit, and foreign-owned businesses. You will manage and develop a client portfolio, ensuring high standards of work and client service, while also reviewing and mentoring junior team members.

Responsibilities

• Develop, manage, and administer a portfolio of clients.
• Develop budgets, manage WIPs, and bill clients.
• Meet deadlines and provide quality, timely service.
• Maintain a high level of customer service.
• Perform compliance and value-add work.
• Review financial accounts, FBT, income tax returns, BAS, IAS, and other work by junior staff.
• Prepare and review complex tax returns for individuals, companies, trusts, and partnerships.
• Prepare and review workpapers, analyze client data, and set up accounts.
• Provide feedback, coaching, and technical support to team members.
• Provide technical support and guidance to an allocated team.
• Identify and develop business opportunities within the client base.
• Report on team performance and client issues to the Manager.
• Assist with new client opportunities, including meetings, advice preparation, and presentations.
• Perform administrative compliance tasks.
• Undertake other duties as required, such as interviewing clients, attending training, marketing, mentoring, and special projects.

Requirements

• Minimum 3 years of experience in a Business Services environment within a Chartered/CPA accounting practice.
• Degree qualified and nearly/fully qualified as a CA / CPA.
• Technically proficient and up-to-date with taxation law, accounting standards, systems, and processes.
• Advanced working knowledge of GST, Business Activity Statements, and Instalment Activity Statements.
• Detailed knowledge of tax office correspondence and procedures.
• Thorough understanding of company secretarial matters.
• Advanced understanding of the Corporations Act, accounting standards, and tax legislation.
• Ability to review the work of junior staff and identify issues and opportunities.
• Previous experience working with and developing good relationships with clients.
• Excellent time management skills and ability to meet deadlines for a large client group.
• Ability to mentor, coach, motivate, and manage junior staff.
• Professional presentation with excellent interpersonal and communication skills.
• Prior experience with APS, Xero, MYOB, QuickBooks, and Microsoft Excel.

Skills

• Taxation law
• Accounting standards
• GST
• Business Activity Statements
• Instalment Activity Statements
• Company secretarial matters
• Corporations Act
• Client relationship management
• Time management
• Mentoring
• Coaching
• Motivating staff
• Staff management
• Interpersonal skills
• Communication skills
• APS
• Xero
• MYOB
• QuickBooks
• Microsoft Excel

Location

• Melbourne
• Sydney
• Brisbane
• Perth

Work Type

• Hybrid working environment

Experience Level

• Minimum 3 years’ experience in a Business Services environment

Education Level

• Degree qualified
• Nearly/fully qualified as a CA / CPA

Benefits

• 2 additional annual leave days per year
• 18 weeks paid parental leave for primary carers
• 3 weeks paid parental leave for non-primary carers
• Paid volunteer leave
• Referral bonus scheme (client and friend)
• Employee Assistance Program
• Wellness perks
• Assistance with home office setup
• Social Club
• Tailored Learning and Development Program
• Paid Course/study leave
• 1 paid professional membership per year
• Weekly lunch provided

About the Company

• SW Accountants & Advisors is a leading advisory and accounting firm with a 90-year history in Australia.
• We operate in Melbourne, Sydney, Brisbane, and Perth, with over 45 Partners and 400 staff nationally.
• SW provides a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management services.
• Ranked as the 22nd largest firm by revenue in the 2025 AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.
• Our values are: Own it, Love your work, Share the load, Embrace the ride, Open doors.