About the Role

The Senior Accountant will manage a portfolio of accounting clients and have great autonomy to drive positive outcomes for their clients.

Key Responsibilities:

• Managing a portfolio accounting and tax clients - individuals and businesses
• Prepare tax returns and financial reports - individual, rental properties, trust returns, companies
• Preparation of BAS reconciliations
• Preparation of interim financials and reconciliations
• Budgeting and forecasting

The Ideal Candidate:

• Minimum 8 years experience in an Accounting role in a Professional Accountancy Practice
• CPA or CA qualified
• Xero experience essential
• Have excellent computer skills and be willing to learn
• Team player, excellent verbal and written communication skills

About Strategic Wealth Management

Strategic Wealth Management was founded in 2002. It is a multi-disciplinary firm that provides accounting and financial planning services. The team aims to assist clients establish the appropriate investment structure for their individual needs, by providing "real time" advice with quality service.

Strategic Wealth Management has a portfolio of clients across accounting and financial planning that is managed by a small team of 14. The business has high staff retention with over half of the team being with the business for over 11 years.

In a recent survey Strategic Wealth Management achieved a 95% satisfaction score from both the team and clients.

Based in Hurstville, close to public transport. Flexibility to work from home one day a week.

How to Apply

Hit the Apply button below to submit your CV. For a confidential chat please contact Rachel Walker-Cole, 0422 163 400.