About the firm

Our client is a highly respected boutique accounting and tax advisory practice that partners with successful individuals, families and privately owned businesses to help them protect, grow and transition their wealth.

Led by a Chartered Accountant with over 30 years of public practice experience, the firm has built an outstanding reputation for technical excellence, personalised advice and exceptional client service. Their continued growth has been driven almost entirely through referrals—a testament to the trusted relationships they’ve developed with clients over many years.

This is a practice where quality comes before quantity, relationships matter and accountants are encouraged to think beyond compliance to become true advisers.

The Opportunity

As a Senior Accountant/Client Manager, you’ll take ownership of your own client portfolio, working directly with business owners and high-net-worth individuals to deliver practical taxation, compliance and business advisory services.

You’ll enjoy a high level of autonomy while working closely with an approachable and highly experienced Principal who is committed to mentoring, collaboration and sharing knowledge.

This is an ideal opportunity for someone who enjoys working in a smaller practice where your ideas are heard, your work is recognised and you’re able to make a genuine impact on both your clients and the business.

Your Responsibilities:

• Managing a diverse portfolio of SME and private clients
• Preparing and reviewing financial statements and income tax returns
• Providing taxation, compliance and business advisory services
• Building trusted, long-term relationships with clients
• Meeting directly with clients to provide practical advice and solutions
• Identifying opportunities to add value beyond compliance
• Working closely with the Principal on more complex client matters
• Managing workflow and meeting client deadlines

About You

You’re an experienced public practice accountant who enjoys taking ownership, solving problems and working closely with clients.
You’ll ideally bring:

• At least 5 years’ experience in a public practice accounting firm
• CA or CPA qualification (or close to completion)
• A Bachelor of Commerce (Accounting) or equivalent
• Strong technical knowledge across tax and business services
• Experience managing your own client portfolio (advantageous)
• Confidence conducting client meetings and providing trusted advice
• Strong experience using Xero, XPM, FYI Docs
• Excellent written and verbal communication skills
• The ability to manage deadlines while maintaining exceptional attention to detail
• A collaborative, proactive and client-focused approach

Why You’ll Love Working Here

This is a genuine boutique firm where you’ll have the opportunity to build meaningful client relationships, broaden your advisory skills and enjoy a better work-life balance.
You’ll enjoy:

• An attractive remuneration of $100K - $125K + super
• A boutique practice where you’re known by name—not by your chargeable hours
• Direct access to an experienced Principal who enjoys mentoring and developing his team
• Ownership of your own client portfolio and trusted adviser relationships
• Modern systems– fully paperless, with XPM, FYI Docs, and other automation tools in place
• A friendly, collaborative and genuinely supportive team culture
• Flexible working arrangements, including work-from-home options
• Exposure to interesting privately owned businesses and high-net-worth clients
• The opportunity to broaden your advisory capability—not just prepare tax returns
• A stable, growing firm with an outstanding reputation and loyal client base
• Career progression based on your contribution, not the size of the organisation
• East city fringe location with free onsite parking

If you’re ready for a role where you can do your best work… …and be part of a boutique practice that genuinely values relationships, professional excellence and work-life balance, we’d love to hear from you.

For further information please contact Angela Birk on 08 •••• •402 or apply by emailing your resume and cover letter to: ••••@ozglobalrecruitment.com.au