Senior Accountant – Client Advisory & Tax Review | Leading Wealth Management Group Join a highly respected national wealth‑management organisation supporting private clients, family groups and sophisticated investors with integrated accounting, tax and advisory services. The group is known for its depth of technical expertise, strong governance standards and a client‑first philosophy that underpins every interaction. You will be part of a high‑performing division that partners closely with advisers, investment specialists and senior stakeholders to deliver exceptional outcomes for clients. The Opportunity This role is ideal for an experienced Accountant ready to step into a more senior, review‑focused position, or a current Senior Accountant seeking exposure to more complex structures and a broader advisory remit. You will play a key role in overseeing the quality of tax work, reviewing deliverables, and ensuring clients receive proactive, accurate and commercially grounded advice. As part of a large, well‑resourced organisation, you’ll benefit from structured development, clear progression pathways and access to specialist teams across wealth, investments and estate planning. Key Responsibilities Lead client meetings and provide strategic, forward‑looking tax and structuring advice Review financial statements for companies, trusts, partnerships and SMSFs Review and sign off income tax returns across all entity types Oversee the preparation and lodgement of BAS and IAS Act as a trusted adviser, strengthening long‑term client relationships and supporting broader wealth‑management objectives Manage a defined client portfolio, ensuring timely, accurate and compliant delivery Provide technical guidance to junior staff and contribute to continuous improvement across processes, controls and client experience About You 4 years’ experience in public practice or a wealth‑management accounting division Registered Tax Agent (or eligible for registration) CA or CPA qualified (or near completion) Strong communication skills with the ability to engage confidently with sophisticated clients Demonstrated experience reviewing company, trust and individual tax returns Proficient with HandiSoft, MYOB, Xero or similar platforms Comfortable working autonomously within a high‑standards, client‑centric environment
