Senior Accountant Role
This senior accountant will play a pivotal role in delivering high-quality client experience and seamless service delivery.
* Key Responsibilities:
Client Communication & Relationship Management
* Respond promptly to all client emails within 24 hours.
* Handle client queries via phone, SMS, and WhatsApp professionally.
* Conduct meet-and-greet sessions with existing and new clients (virtual or in-person).
* Onboard new clients smoothly, setting up systems, expectations, and timelines.
* Act as the first point of contact for all client needs, ensuring high satisfaction.
Client Advisory & Reporting
* Understand client business models and financial needs.
* Review and present monthly/quarterly management reports, tax summaries, and financial statements.
* Conduct tax planning meetings, ensuring clients are informed and compliant while saving tax efficiently.
* Identify opportunities to add value, upsell relevant services, and guide clients toward financial goals.
Collaboration & Delivery Management
* Coordinate with the accounting and tax team to ensure accurate, timely delivery of client work.
* Ensure deadlines are met and quality control checks are done prior to client submission.
* Support in strategic reporting and system improvements for client experience.
Ideal Candidate Profile
The ideal candidate will possess the following skills and qualifications:
* Minimum 5–7 years of experience in an Australian public accounting firm.
* Strong knowledge of Australian tax laws, BAS, GST, payroll, and the NDIS Industry.
* Excellent verbal and written communication skills.
* Client-facing experience and ability to build rapport with business owners.
* Proficient in Xero, MYOB, QuickBooks, and reporting tools.
* Strong attention to detail, time management, and follow-through.
Benefits
* Be part of a purpose-driven organization focused on people, not just numbers.
* Get a chance to work closely with leadership and grow into advisory roles.
* A flexible, supportive, and collaborative culture – we value family, freedom, and fulfillment.
* Training on our proprietary 7 Steps Fulfilment System (7SFS) to elevate both professional and personal growth.