intuitiverecruitment

Senior Accountant, Business Services & Tax

Sydney Permanent / Full Time

Anna has over 19 years’ experience working in financial operations within Banking, Fund Admin, Custody and Global Markets. Originally from London, Anna has been working in Australia for the last 15 years. Having worked and managed financial operation teams in both a BAU and Project capacity, Anna has excellent sector and product knowledge.Anna specialises in recruiting Accounting & Finance roles within the Fund Management, Fund Administration, Custody & Investments sectors.Having previously been a candidate, Anna has a strong desire to build relationships with applicants, while delivering their career goals. She is an effective communicator and having experienced frustrating application processes herself, is passionate about delivering friendly and efficient service, keeping candidates informed throughout the process.Having previously recruited, managed and developed high performing teams while working in the Financial Services sector, Anna has firsthand experience of the challenges faced by our clients when recruiting.

Recruiter :
Anna Thomas

Anna Thomas
  • Large Wealth Firm with Established Client Base
  • Suited to Senior looking for client interaction
  • Sydney CBD Based /No timesheets
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

Referral reward: $500

Accounting > Accounting Consulting / Business Services

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