Senior Accountant – Integrated Wealth Business
Mona Vale, NSW · Full-time
Join a full-service wealth management practice where you'll work alongside a team of specialists across financial advice, lending, and insurance — making a real difference for the individuals, families, and business owners you serve.
What you'll be doing
Accounting & taxation
Take ownership of financial statements, income tax returns, BAS, IAS, and FBT returns across a diverse client base spanning companies, trusts, partnerships, and individuals.
Client relationships
Be the trusted point of contact your clients rely on — managing all accounting and taxation matters with care, responsiveness, and genuine commercial insight.
Planning Support
Guide clients through cash flow planning, budgeting, and forecasting — helping them build clarity and confidence around their financial position.
What you'll bring
✔ CA or CPA qualified, or well progressed toward completion
✔ At least 3–5 years' solid grounding in public practice accounting
✔ Comfortable working in Xero (desirable)
✔ Exposure to business advisory or SMSF work will be well regarded
To apply for this role, please click the apply button or for more information, please contact
[email protected]
Job Types: Full-time, Permanent
Pay: $125,000.00 – $135,000.00 per year
Work Location: In person
