If you’re looking for a role that blends tax and superannuation, then this role might be a perfect fit for you!

We’re looking for someone with a versatile accounting skill set who thrives on delivering exceptional service to high-net-worth [HNW] individuals and SMSF clients.

If you’re eager to grow, develop, and take on a client-facing role, this could be the perfect opportunity for you. While prior experience with SMSFs and HNW clients is a plus, we value a positive attitude and a willingness to learn just as much. We’re willing to train you to fill the gaps in your experience for this role.

You might currently be an SMSF Specialist or a Tax/Compliance Manager looking to expand your expertise and work with a niche client base—less complex than business clients but highly specialised with the SMSF focus.

You’ll work alongside one of our Directors, managing a select group of HNW tax and SMSF clients. This is a unique opportunity to blend tax expertise with wealth management strategies while delivering real value to our clients. You’ll be given responsibility from day one—but don’t worry, we’ll support you every step of the way!

This role revolves around building and nurturing strong client relationships. We’re committed to delivering tailored solutions and strategic insights that empower our clients to achieve their financial goals.

We’re not into working in silos or keeping our client relationships all to ourselves. We want our team to dive in, learn, grow, and evolve right alongside us. We’re all about sharing knowledge and fostering a team environment where everyone contributes to our collective success.

 

what you’ll do:

  • Show love to a portfolio of clients – HNW individuals and family groups, many of whom are ex-business owners.
  • Deliver high quality work to clients while building strong client relationships, so they come to you directly.
  • Equip our Director with everything they need to deliver year-end tax returns and SMSF financial statements.
  • Review the work of others and develop your leadership skills over time [we already have some great team members].

 

about you:

  • Technically competent in personal tax matters [or eager to learn if your background is more SMSF-focused].
  • Multi-talented across accounting and tax, with a preference for working with individuals rather than businesses.
  • Develop long term strategies for clients with consideration right through to estate planning or inter-generational wealth transfer.
  • Work closely with client other advisers, financial, investment or estate planning advisers.
  • Care to make a difference for clients and deliver great customer service.
  • Have some leadership experience under your belt [or are wanting to grow these skills].
  • CA/CPA qualified.
  • Love to bring the ‘wow’ to the customer experience.
  • Hands-on, detail-oriented, and driven to get things done.
  • Comfortable having real conversations and explaining complex financial matters in a clear, relatable way.

what you can expect:

  • A role filled with variety and opportunities to progress up the ranks quickly.
  • Customer focused.
  • A mix of on the tool’s work and other responsibilities [depending on how you are wired].
  • A supportive, friendly team environment with plenty of collaboration.
  • A modern, vibrant office space on James St [with flexibility to work remotely when needed].

 

ready to apply?

If you’ve been doing a similar role in public practice, we’d love to hear form you!
Submit your resume along with a brief cover letter outlining your skills and experience.

We’re proud of our team culture and offer flexible work options. If you need flexibility, let us know in your application—we’re happy to chat about how we can make it work.

Apply below and let’s make great things happen together 🦄

 

apply here!