Job description

Benefits

Easy access to public transport and all-day parking.
Many cafes and shops nearby to visit at lunchtime.
Gain experience working with the Partners (who are ex big-4).
Develop skills through technical training.
Career advancement opportunities to Manager level.
Work with impressive high net worth clients.
The opportunity to have a specialised focus of working with wealthy families.
Competitive salary and work-life balance.

About the Firm
This boutique accounting firm, located on the fringe of Sydney CBD, specialises in serving wealthy families and high-net-worth individuals, across various industries, including wholesale, retail, and family office investments. Known for its modern and innovative approach, the firm promotes a genuine work-life balance with flexible mobility options, ensuring employees have the freedom to excel both professionally and personally. Leveraging market-leading technology, the firm delivers exceptional results for both clients and its team. Operating as a virtual family office with a holistic approach they offer a wide range of solutions tailored to the unique needs of their clientele. If you're looking to join a progressive firm that boosts your accounting career, this is the place to be.

Key Responsibilities

Assist a wide range of wealthy families in their investment and business interests.
Organise and maintain documentation and records.
Adhere to established procedures, technology protocols, and application usage.
Handle and manage invoices, transaction data, and associated documentation.
Analyse collected data to pinpoint any information requirements or gaps.
Generate draft management accounts on a monthly basis, ensuring they are fully reconciled.
Perform bank and investment account reconciliations.
Prepare supporting documents and working papers.
Engage in direct communication with clients.

Skills and Qualifications

2-3 years’ experience at an Australian Public Practice firm.
Degree in Accounting, Business or Commerce.
Great technical, problem-solving, organisational, and interpersonal skills.
Team player with great collaboration skills.
The ability to manage time effectively and meet deadlines.

Contact Samaira Bhojani at samairabhojani@future-you.com.au for more information.