Posted 8 days ago
Description
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 Senior 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
Tax & Compliance
- Preparation of Income Tax Returns and Business Activity Statements (BAS)
- Preparation of statutory financial statements and workpapers
- General ledger maintenance and reconciliations
- Assist with ATO audits and compliance matters
- Liaise with ATO and ASIC on behalf of clients
Advisory & Business Services
- Assist with tax planning for business and high-income clients
- Provide business structuring and tax advice
- Prepare management reports, budgets and cash flow forecasts
- Support high-net-worth clients and complex structures
- Contribute to consulting and special client projects
Client & Team Engagement
- Manage and maintain strong client relationships
- Work collaboratively with team members and the Director
- Identify proactive tax and business improvement opportunities
- Assist with client file management and internal processes
Qualifications
- 8+ years experience in Business Services / Public Practice
- Strong technical knowledge of Australian tax and accounting standards
- Excellent communication and client management skills
- High attention to detail and strong organisational skills
- Ability to manage multiple deadlines and priorities
- Proactive and commercially minded approach
- Valid Australian work rights (no sponsorship required)
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
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