At a Glance
- Tasks: Prepare financial statements, manage client relationships, and support tax compliance.
- Company: Boutique Chartered Accounting firm in Sydney with a collaborative culture.
- Benefits: Supportive team environment, professional development, and opportunities for growth.
- Other info: Work with innovative accounting software and contribute to process improvements.
- Why this job: Join a dynamic team and make a real impact on diverse client portfolios.
- Qualifications: 3+ years in Business Services, strong communication skills, and attention to detail.
The predicted salary is between 63000 - 77000 $ per year.
Traverse Accountants is a boutique Chartered Accounting firm based in Sydney's Millers Point.
We specialise in Taxation, Advisory, Corporate and Business Services, working closely with a diverse portfolio of clients including high-net-worth individuals and growing businesses.
Our firm is built on collaboration, technical excellence, and strong client relationships.
We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.
About the Role
An opportunity exists for an experienced Accountant to join our Business Services team.
This role offers a mix of compliance, advisory, and client-facing work, ideal for someone who wants to move beyond pure compliance into more strategic, value-added services.
You will work closely with the Director and play a key role in managing client relationships and delivering high-quality outcomes.
Responsibilities
- Prepare financial statements, management reports and supporting workpapers for a portfolio of clients
- Maintain client accounting and reporting systems, ensuring information is accurate and compliant with relevant accounting standards
- Complete bank, balance sheet and general ledger reconciliations, investigating and resolving variances
- Support monthly and year-end close processes, including journals, accruals and reconciliations
- Review and reconcile revenue, receivables, payables and payroll balances
- Prepare budget and cash flow reporting, including comparison of actual results against forecasts
- Assist with inventory accounting, reconciliation and reporting where required
- Tax, Compliance & Audit
- Prepare Income Tax Returns and Business Activity Statements (BAS)
- Monitor client compliance requirements and key reporting deadlines, including ATO and ASIC obligations
- Liaise with the ATO, ASIC and other third parties on behalf of clients
- Assist with client audits, including preparation of supporting schedules, reconciliations and responses to audit queries
- Support senior team members with tax planning, structuring and other advisory matters
- Client & Business Services
- Manage day-to-day accounting requirements across a portfolio of clients, balancing multiple priorities and deadlines
- Build strong client relationships and act as a day-to-day contact for accounting, payroll and reporting queries
- Liaise with client staff, suppliers, service providers and internal team members to resolve accounting and payment-related matters
- Attend client sites where required to assist with accounting systems, process reviews and more complex accounting work
- Provide practical guidance to client accounting personnel on accounting processes, controls and system usage
- Identify accounting, reporting and process improvement opportunities and raise these with senior team members
- Communicate progress, risks and outstanding requirements clearly to clients and the internal team
- Team & Professional Development
- Work collaboratively with Accountants, Managers and Directors to deliver high-quality client outcomes
- Take increasing ownership of client engagements as your technical capability and experience develop Maintain a high standard of accuracy, organisation and client service
- Contribute to internal process improvements and the ongoing development of the Corporate and Business Services team
Qualifications
- 3+ years' experience in Business Services / Public Practice
- Sound knowledge of Australian tax and accounting principles
- Strong written and verbal communication skills
- High attention to detail and strong organisational skills
- Ability to manage multiple deadlines and priorities
- A proactive approach and willingness to learn
- CA or CPA qualified, or currently working towards qualification, preferred
- Valid Australian work rights (no sponsorship required)
- Systems
- Systems: Xero, XPM and all similar accounting software
- FYI Elite and Documents
- BGL & CAS for Corporate Secretarial
- Strong proficiency in Microsoft Products (Word, Excel skills etc)
- Experience in using automations and workflow tools
- For more information about our firm, visit: www. traverseaccountants. com. au
- #J-18808-Ljbffr
Accountant in Sydney employer: Traverse Accountants
Traverse Accountants is an exceptional employer located in the vibrant Millers Point of Sydney, offering a dynamic work culture that fosters collaboration and professional growth. With a strong emphasis on employee development, you will have access to ongoing training and mentorship from experienced leaders, ensuring your skills are continually enhanced. The blend of compliance and advisory work not only makes your role impactful but also provides a rewarding experience as you build lasting client relationships in a supportive environment.
