At a Glance
- Tasks: Manage accounting and tax matters for private clients, building strong relationships.
- Company: Join Mutual Trust, a leading Multi-Family Office with a supportive culture.
- Benefits: Flexible work arrangements, additional leave, health allowance, and professional development.
- Other info: Enjoy a fun, engaging team culture with diverse opportunities across multiple locations.
- Why this job: Make an impact while working with high-net-worth families and businesses.
- Qualifications: Public practice experience, CA or CPA qualification, and strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
Take the next step in your career with direct access to private clients, genuine ownership of your portfolio and exposure to HNW families and businesses.
Whether you’re a Senior Accountant ready to step up, an Assistant Manager looking to broaden your experience, or an established Manager seeking to make an impact, we’d like to hear from you.
You’ll work across a varied portfolio of private clients, managing accounting and tax matters, building direct client relationships and taking responsibility for keeping work moving from start to finish.
Depending on your experience, you’ll also review work, delegate across onshore and offshore team members, mentor junior staff and work closely with senior leaders across the Adelaide office.
- What You’ll Do
- Coordinate workflow across multiple client matters and keep jobs moving through to completion
- Delegate work across onshore and offshore team members
- Review work prepared by junior staff and provide clear feedback
- Manage deadlines, priorities and progress across a busy client portfolio
- Liaise with senior team members on job status, issues and next steps
- Build strong relationships with clients and respond to day-to-day queries
- Review financial statements and related accounting work
- Coordinate and review tax returns and other compliance work
- Support and mentor less experienced accountants
- Manage job budgets, WIP and billing at the appropriate level
About You
You’ll bring relevant public practice experience across business services and tax, together with strong technical accounting and taxation knowledge and the confidence to work directly with clients.
Depending on your level of experience, you’ll also bring
- A completed CA or CPA qualification
- Strong technical accounting and taxation knowledge
- Confidence managing multiple clients, jobs and competing deadlines
- Well-developed communication skills and a genuine client-service mindset
- The ability to work collaboratively with colleagues across different locations
- Experience working with or delegating to offshore teams will be well regarded
- For more senior candidates, experience reviewing work, delegating effectively and developing junior team members
- A practical, proactive approach and the ability to adapt as priorities and ways of working evolve
- Culture & Benefits
Joining Mutual Trust offers you the opportunity to enjoy
- Supportive flexible work arrangements.
- Opportunity to purchase up to four weeks’ additional leave each year.
- Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
- Award winning industry leadership - winner of the Euromoney Private Banking Awards 2026 - Australia’s Best for Family Office Services.
- Professional training and development for staff of all levels.
- Yearly health and well-being allowance and ongoing activities.
- Employee assistance program that offers free counselling and support for you and your family.
- Annual performance payment (based on your performance and Firm-wide results).
- Paid community/volunteer days and an award-winning staff giving program.
- Reward and Recognition program.
- Ongoing staff entertainment.
About Us
Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.
Our purpose is to help families achieve what matters most.
About Our Team
Mutual Trust has over 250 staff, located across our offices in Adelaide, Melbourne, Sydney, Perth and Brisbane.
Our team enjoys a fun and engaging culture.
We have diverse roles and opportunities across accounting, tax, wealth management, family office advisory, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.
Only applicants with permanent residency or without visa restrictions will be considered.
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Senior Accountant / Assistant Manager / Manager in Adelaide employer: Mutual Trust
At Mutual Trust, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. Our Melbourne office provides a supportive environment where you can grow your expertise in tax advisory while working closely with successful families and private groups. With a strong focus on employee development and meaningful client engagement, we ensure that our team members have the opportunity to lead initiatives and make a real impact in their roles.
