Senior Accountant / Client Manager - PLH Accountants

About us:

We're not your typical accounting practice! Based in East Maitland, we make complex tax matters simple, delivering clear, practical advice that helps businesses thrive. With over 30 years of Public Practice experience, we specialise in legally minimising tax, improving financial processes, and setting clients up for long-term success.

We embrace innovation, leveraging the latest technology to provide a full range of tax, accounting, and advisory services. Our personalised approach, competitive rates, and flexible payment options make us a trusted partner for our clients.

Visit our website to learn more: https://www.plhaccountants.com.au/

Why Join our team?

If you're looking for a workplace that values work/life balance, expertise, continuous learning, and a supportive team culture, then this is the job for you! We are also offering:

• Competitive salary from $85,000 to $110,000.
• Working Monday to Friday, 8:30 am to 4:30 pm. 
• Opportunities for career advancement and professional growth.
• Access to ongoing training and development programs.
• Supportive and collaborative work environment.

Position Summary:

We are seeking a highly skilled and motivated Accountant with approximately 6 years of public practice experience to join our team.  This is an excellent opportunity for a professional with a strong background in individual tax returns and financial statement preparation to thrive in a supportive, collaborative environment.

In this role, you will play a key part in preparing tax returns and financial statements for a diverse portfolio of clients, including individuals, partnerships, companies, and trusts. You will work closely with both remote and in-office team members to deliver high-quality outcomes and support clients in achieving their financial goals.

Key Responsibilities:

• Prepare and review individual tax returns, with a solid understanding of complex topics such as CGT, employee share schemes and crypto.
• Prepare financial statements and tax returns for partnerships, companies, and trusts (including deceased estates).
• Oversee the work of remote team members, ensuring accuracy and timely completion of tasks.
• Communicate with clients to resolve queries and provide updates on their tax matters.
• Contribute to tax planning strategies to ensure clients are positioned for optimal financial outcomes.
• Utilise your strong problem-solving skills and keen eye for detail to identify issues and provide effective solutions.
• Manage workflow to ensure accuracy, timeliness, and compliance.
• Partner with the Senior client manager on client portfolio management and strategic planning.
• Build lasting client relationships through clear communication and trusted advice.
• Stay ahead of legislative changes and implement compliance practices.
• Conduct client meetings, review financial statements, and present key findings and recommendations.
• Stay informed on changes in accounting standards, tax laws, and industry trends to provide up-to-date, strategic advice.
• Ensure all client deliverables meet quality standards and comply with relevant regulations.

Skills:

• 6+ years of experience in public practice accounting, with extensive exposure to individual tax returns and entity-based returns.
• Strong understanding of Australian accounting principles, tax laws, and financial regulations.
• Expertise in Xero and Xero Practice Manager software, and advanced Excel skills.
• Proven ability to manage and develop client relationships.
• Excellent leadership and team management skills, with experience reviewing work and mentoring junior accounting staff.
  
• Strong analytical and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Ability to work in a hybrid environment with both remote and office-based colleagues.

If you are looking for a role where you can further develop your expertise, contribute meaningfully to client success, and grow within a dynamic team, we would love to hear from you.

Please note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.