This specialist boutique accounting firm in the Sydney CBD is known for its ultra-high-net-worth clients. It specialises in managing the complex financial affairs of ultra-high-net-worth family groups and large complex structures. Due to continued growth, a new role has been created for a highly skilled, technical, and knowledgeable reviewer.

This is not your typical client-facing, business development role. Instead, you will operate as the technical guru in the practice — the trusted second set of eyes who ensures quality and accuracy at the highest level.

You will:

• Review and oversee the work of highly experienced accountants
• Act as the technical in-between for Partners and staff
• Provide guidance and expertise across complex tax matters, structures, and compliance, providing feedback to the team
• Manage reporting and tax obligations for entities including high net family groups with private equity investments, listed and unlisted shares, SMSF and group structures.

Skills and personal attributes:

• CA/CPA qualified (or equivalent)
• Extensive experience in business services, tax and HNW clients, working across private family groups, will be highly regarded
• Proven experience accross private equity, investment entities and SMSFs
• From 15 years of tax and accounting experience
• Exceptional technical knowledge and a meticulous eye for detail
• Strong communication skills for internal liaison (not sales or BD)
• A calm, considered, and review-focused mindset

Why Join Us:

• Work alongside respected professionals in a flat structure
• High-performing boutique firm
• Deal with genuinely complex and rewarding client work
• Focus on technical mastery – no business development
• Enjoy flexibility, support, and the opportunity to shape the quality of output across the firm

Should this opportunity sound of interest and you wish to explore further, contact [email protected] or apply online.