Benefits

• Easy access to public transport and all-day parking.
• Many cafes and shops nearby to visit at lunchtime.
• Gain experience working with the Partners (who are ex big-4).
• Develop skills through technical training.
• Career advancement opportunities to Manager level.
• Work with impressive high net worth clients.
• The opportunity to have a specialised focus of working with wealthy families.
• Competitive salary and work-life balance.

About the Firm
This boutique accounting firm, located on the fringe of Sydney CBD, specialises in serving wealthy families and high-net-worth individuals, across various industries, including wholesale, retail, and family office investments. Known for its modern and innovative approach, the firm promotes a genuine work-life balance with flexible mobility options, ensuring employees have the freedom to excel both professionally and personally. Leveraging market-leading technology, the firm delivers exceptional results for both clients and its team. Operating as a virtual family office with a holistic approach they offer a wide range of solutions tailored to the unique needs of their clientele. If you're looking to join a progressive firm that boosts your accounting career, this is the place to be.

Key Responsibilities

• Assist a wide range of wealthy families in their investment and business interests.
• Organise and maintain documentation and records.
• Adhere to established procedures, technology protocols, and application usage.
• Handle and manage invoices, transaction data, and associated documentation.
• Analyse collected data to pinpoint any information requirements or gaps.
• Generate draft management accounts on a monthly basis, ensuring they are fully reconciled.
• Perform bank and investment account reconciliations.
• Prepare supporting documents and working papers.
• Engage in direct communication with clients.

Skills and Qualifications

• 2-3 years’ experience at an Australian Public Practice firm.
• Degree in Accounting, Business or Commerce.
• Great technical, problem-solving, organisational, and interpersonal skills.
• Team player with great collaboration skills.
• The ability to manage time effectively and meet deadlines.

Contact Samaira Bhojani at [email protected] for more information.