Accountant - Business Services

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