(WFH) Senior Accountant - Bright Wealth

Position Purpose

The Senior Accountant prepares and reviews compliance work, including financial statements and tax returns, and provides technical guidance to junior and intermediate team members. The role focuses on accuracy, consistency, and applying technical knowledge while supporting workflow efficiency, team development, and client satisfaction.

Core and Non-Core Responsibilities

To guide performance expectations and effective prioritisation, this role's duties are categorised into Core (85%) and Non-Core (15%) responsibilities.

Core Responsibilities – 85%

• Manage allocated tasks and a portfolio of client files, ensuring accuracy and timeliness
• Prepare and review compliance work using firm workpapers and procedures
• Review work prepared by junior and intermediate accountants, providing constructive feedback
• Mentor and support the technical development of junior team members
• Meet KPIs and contribute to divisional outcomes
• Plan and manage workload, own and across the team, to meet turnaround expectations
• Track and manage job budgets, WIP, and billing within expectations
• Maintain accurate workpapers and system records
• Communicate professionally with clients and team members, acting as a point of escalation for technical queries
• Ensure compliance with tax obligations, including income tax, GST, FBT, PAYG, Div7a, CGT, and trust distributions
• Identify tax planning opportunities and provide input on client advisory matters
• Collaborate with Managers/Directors on workflow, deliverables, and client outcomes
• Apply and provide review feedback to improve quality and reduce rework across the team

Non-Core Responsibilities – 15%

• Participate in and help lead team initiatives and projects
• Contribute to and champion process improvements
• Maintain up-to-date technical knowledge
• Engage in learning and development, including supporting the development of others

Key Expected Results

• Accurate and timely completion of compliance work, individually and across the team
• High-quality workpapers and documentation
• Consistent turnaround performance
• Efficient workload management and escalation
• Development and upskilling of junior team members
• Contribution to divisional performance

Capabilities and Attributes

• Strong attention to detail
• Good organisation and time management
• Clear communication skills
• Ability to apply technical knowledge and translate it for less experienced staff
• Leadership and mentoring ability
• Willingness to learn and improve

Position Requirements

• CA/CPA (or working towards)
• 5+ years' experience in accounting
• Knowledge of Australian taxation fundamentals, including Div7a, CGT, and trust structures
• Ability to prepare and review compliance work to trial balance and beyond
• Proficiency in accounting systems (e.g. Xero, XPM)
• Prior experience reviewing or mentoring junior staff (preferred)

Workplace Conduct and Culture

Employees are expected to model the firm's core values, including integrity, accountability, collaboration, respect, and excellence. Staff must contribute to a respectful, safe, and inclusive workplace, exemplify professionalism, and support a high-performing team culture. Integrity, honesty, and transparency are fundamental expectations. This role requires open communication, ethical conduct, and fostering a culture of accountability and trust across the firm.