About Us:

Our firm is a long-standing and reputable family office specialising in taxation, superannuation, estate planning and wealth management.

Located in the heart of Circular Quay, Sydney with stunning views of the Harbour Bridge and the Sydney Opera House.

For more information, visit our website www.tlim.com.au

Key Responsibilities:

Maintaining accurate financial records and statements.

Perform regular reconciliations to ensure accuracy in financial reporting.

Preparation of Business Activity Statements, Income Tax Returns, Management and Financial Reports.

Providing other general and specialised business services.

Ensure compliance with relevant accounting standards, tax legislations and regulations.

Assisting in the preparation of wealth reports.

Key Requirements:

Bachelor’s degree in accounting or a related field.

A minimum of 1-2 years of experience in a similar role, preferably in a chartered accounting firm.

Undertaking or looking to commerce the CA/CPA program (desirable).

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Experience with accounting software such as Handisoft, Xero or MYOB.

Strong organisational, time-management, written and communication skills.

Excellent attention to detail and documentation skills.

Why You Want to Work With Us

Access to regular structured training programs and mentorship to support your career progression.

Work within a team that values open communication and mutual respect.

Clear pathways for growth within the firm, recognising and rewarding your contributions.

Who You Are:

Motivated to work collaboratively within a team environment while gaining experience in the taxation, superannuation, and wealth management.

A proactive attitude towards learning and professional development.