Senior Accountant – Established Wealth Manager | Genuine Work–Life Balance
Are you a seasoned accounting professional looking to elevate your career within an established and respected wealth management group? Do you thrive on delivering high‐quality advisory and accounting services while enjoying the freedom to manage your work your way? This opportunity offers the rare combination of autonomy, balance, and a ready‐made portfolio of long‐standing clients.
About the Firm
You'll be joining a well‐established wealth management and advisory group with a strong reputation for stability, integrity and long‐term client relationships. The team is known for its supportive culture, low‐ego environment and genuine commitment to work‐life balance. With no timesheets, flexible working arrangements and a leadership team that trusts its people, this is a place where you can truly be your own boss while still feeling part of a collaborative, high‐performing team.
Your Role
As a Senior Accountant in the Business Services team, you will step into an already established client base, giving you immediate impact and continuity.
Responsibilities
* Managing a diverse portfolio of clients including SMEs, partnerships and trusts
* Preparing and reviewing financial statements, tax returns and compliance documentation
* Delivering meaningful business advisory services such as budgeting, forecasting and cash‐flow management
* Providing proactive tax planning strategies to optimise client outcomes
* Mentoring junior team members and supporting their development
* Building strong, long‐term relationships with clients who value trusted advice
About You
* CA/CPA qualification (or equivalent)
* 4–6 years' experience in business services or public practice
* Strong technical knowledge of Australian tax and accounting standards
* Excellent communication skills and a client‐first mindset
* Ability to manage competing priorities without compromising quality
* Experience with Xero, MYOB or APS
What's on Offer
* A genuinely supportive, inclusive and low‐pressure culture
* Work‐life balance with flexible arrangements and no timesheets
* An established client base with the freedom to manage your portfolio your way
* Ongoing professional development and exposure to a wide range of industries
* Competitive remuneration and clear opportunities for progression
This role is ideal for someone who wants the stability of an established wealth manager, the autonomy to run their own portfolio, and the balance to enjoy life outside of work.
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