About SW Accountants & Advisors
SW Accountants & Advisors is Australia’s best kept accounting secret.
We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have more than 45 Partners and 400 dedicated staff nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management services.
We are proud to be ranked as the 22nd largest firm by revenue in the 2025 AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.
Own it, Love your work, Share the load, Embrace the ride, Open doors - our values sit at the heart of our firm and how we work with each other, our clients and our communities.
About the role
This is an exciting opportunity to join our Business Services division, which supports a range of small, medium and large private businesses and family groups, along with some not-for-profit and foreign owned businesses. We offer a wide range of services including accounting & tax compliance, business & tax advisory, structuring, superannuation, wealth management and transactional services.
As an integral member of our close-knit team, you will be given exposure to a diverse range of clients and the opportunity to further develop and grow and your skill set. You will manage, develop and administer a portfolio of SW clients, taking full ownership of allocated jobs and managing your workflow. This involves maintaining an appropriate level of service to clients and producing a high standard of work. You will also be responsible for delegating and reviewing work undertaken by junior team members.
Key Responsibilities
- Develop, manage and administer a portfolio of SW’s clients, including:
- Develop budgets, Manage WIPs and bill clients
- Meet deadlines and provide quality and timely service to clients
- Maintain a high level of customer service to all clients
- Perform all compliance and value add work
- Review financial accounts, FBT and income tax returns, business activity statements, instalment activity statements and any other work performed by Intermediates, Graduates, Co-Operative Students and Cadets
- Prepare and review complex individual, company, trust, and Partnership tax returns
- Prepare and review workpapers, analyse client data and transactions and set up accounts
- Provide feedback, coaching and technical support to any team member working on clients
- Provide technical support and guidance to an allocated team of Intermediates and Graduates
- Identify and develop existing and potential business opportunities within client base
- Report to the Manager on the performance of team members and status of client obligations and issues
- Assist with potential and new client opportunities or initiatives such as attending client meetings, preparation of advice and presentations
- Administrative Compliance
- Other duties as required by the firm such as interviewing clients, attendance at training, marketing, acting as a buddy/mentor to a new member of staff, special projects, etc.
Key Skills and Experience
- Minimum 3 years’ experience in a Business Services environment in a Chartered/CPA accounting practice
- Degree qualified and nearly/fully qualified as a CA / CPA
- Technically proficient and up to date with developments in taxation law and accounting standards, systems and processes
- Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements
- Detailed knowledge of tax office correspondence and procedures
- Thorough understanding of company secretarial matters
- Advanced understanding of the Corporations Act, accounting standards, tax legislation
- Ability to review the work of junior members of staff and identify any issues and opportunities for discussion
- Previous experience working with and developing good relationships with clients
- Excellent time management skills and meeting deadlines for a large group of clients
- Ability to mentor, coach, motivate and manage junior members of staff
- Present professionally and possess excellent interpersonal and communication skills
- Prior experience working with APS, Xero, MYOB, QuickBooks and Microsoft Excel
Best Kept Secrets of SW
- Progressive firm, with excellent career opportunities
- Hybrid working environment
- 2 additional annual leave days per year
- 18 weeks paid parental leave for primary carers and 3 weeks for non-primary
- Paid volunteer leave
- Refer to client and refer a friend bonus scheme
- Employee Assistance Program and Wellness perks
- Assistance with home office setup
- Social Club
- Tailored Learning and Development Program
- Paid Course/study leave
- 1 paid professional membership per year
- Weekly lunch provided
Apply today
Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’.
SW Accountants & Advisors Sydney, New South Wales, AUS Office
Sydney, Australia
