Senior Accountant

Senior Accountant - Business Services

• $110,000 - $130,000 plus super
• 2iC role
• Ownership of a well-established $700K client portfolio

Are you a Senior Accountant looking for more than just another Senior position?

This is a genuine succession planning opportunity where you'll work directly alongside a Principal, become their 2IC, and progressively take ownership of a well-established $700K client portfolio over the next few years as part of a planned retirement strategy.

Following the recent acquisition of another successful accounting practice, this is a rare opportunity to step into a business that is growing, investing in its people and committed to developing future leaders.

The Opportunity

You'll work closely with the Principal, becoming a trusted advisor to a diverse client base while developing the commercial and leadership skills needed to eventually manage your own portfolio.

This isn't just about preparing tax returns—it's about building long-term client relationships, providing strategic advice and positioning yourself for genuine career progression.

About the Firm

Our client is a well-established, medium-sized accounting and financial services firm with offices across Sydney and Melbourne.

They provide a comprehensive range of services including:

• Business Advisory & Tax
• Financial Planning
• Mortgage Advice
• Wealth Management
• SMSF Advice
• Retirement Planning
• Estate Planning
• Business Consulting

With over 20 years of success, they've built an outstanding reputation for delivering high-quality advice and have been recognised through numerous industry awards.

Their client base is diverse, working with businesses across:

• Construction
• Manufacturing
• Retail
• Property Development
• Professional Services
• Fashion
• International Businesses
• Clients range from small growing businesses through to groups with turnovers exceeding $25 million.

The Role

Working as the Principal's 2iC, you'll:

• Help to manage a portfolio of business services clients
• Build trusted relationships and become the main point of contact
• Prepare and review financial statements and tax returns
• Provide tax planning and business advisory services
• Attend client meetings and develop your commercial advisory skills
• Mentor junior team members
• Play an important role in the firm's long-term succession plan

About You

We're looking for someone who:

• Has 4+ years' experience within Australian Public Practice
• Is CA or CPA qualified
• Enjoys building long-term client relationships
• Wants to move into a genuine leadership position
• Is proactive, commercially minded and looking for a long-term home

What's On Offer?

• Genuine succession planning opportunity
• Become 2IC to an experienced Principal
• Opportunity to inherit a $700K client portfolio
• Client-facing advisory work
• Hybrid working after probation
• Flexible working hours by discussion
• Modern cloud-based systems (Xero, Xero Practice Manager & Salesforce)
• Bi-monthly technical training
• TaxBanter training resources
• Annual salary reviews
• Performance bonus program
• Opportunity to contribute ideas and help shape the direction of the business
• Collaborative, supportive culture with regular social events and annual off-site days

Why Apply?

Opportunities like this are incredibly rare.

If you've been waiting for a role that genuinely offers ownership, client relationships, leadership exposure and a clear pathway to running a substantial portfolio, we'd love to hear from you.

Apply now or contact Graham Shellshear for a confidential discussion.

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