Accountant - Business Services

About the Company
Traverse Accountants is a boutique Chartered Accounting firm based in Sydney's Millers Point. We specialise in Taxation, Advisory, Corporate and Business Services, working closely with a diverse portfolio of clients including high-net-worth individuals and growing businesses. Our firm is built on collaboration, technical excellence, and strong client relationships. We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.
About the Role
An opportunity exists for an experienced Accountant to join our Business Services team. This role offers a mix of compliance, advisory, and client-facing work, ideal for someone who wants to move beyond pure compliance into more strategic, value-added services. You will work closely with the Director and play a key role in managing client relationships and delivering high-quality outcomes.
Responsibilities
Accounting & Financial Reporting Prepare financial statements, management reports and supporting workpapers for a portfolio of clientsMaintain client accounting and reporting systems, ensuring information is accurate and compliant with relevant accounting standardsComplete bank, balance sheet and general ledger reconciliations, investigating and resolving variancesSupport monthly and year-end close processes, including journals, accruals and reconciliationsReview and reconcile revenue, receivables, payables and payroll balancesPrepare budget and cash flow reporting, including comparison of actual results against forecastsAssist with inventory accounting, reconciliation and reporting where required
Tax, Compliance & Audit Prepare Income Tax Returns and Business Activity Statements (BAS)Monitor client compliance requirements and key reporting deadlines, including ATO and ASIC obligationsLiaise with the ATO, ASIC and other third parties on behalf of clientsAssist with client audits, including preparation of supporting schedules, reconciliations and responses to audit queriesSupport senior team members with tax planning, structuring and other advisory matters
Client & Business Services Manage day-to-day accounting requirements across a portfolio of clients, balancing multiple priorities and deadlinesBuild strong client relationships and act as a day-to-day contact for accounting, payroll and reporting queriesLiaise with client staff, suppliers, service providers and internal team members to resolve accounting and payment-related mattersAttend client sites where required to assist with accounting systems, process reviews and more complex accounting workProvide practical guidance to client accounting personnel on accounting processes, controls and system usageIdentify accounting, reporting and process improvement opportunities and raise these with senior team membersCommunicate progress, risks and outstanding requirements clearly to clients and the internal team
Team & Professional Development Work collaboratively with Accountants, Managers and Directors to deliver high-quality client outcomesTake increasing ownership of client engagements as your technical capability and experience developMaintain a high standard of accuracy, organisation and client serviceContribute to internal process improvements and the ongoing development of the Corporate and Business Services team
Qualifications
3+ years' experience in Business Services / Public PracticeSound knowledge of Australian tax and accounting principlesStrong written and verbal communication skillsHigh attention to detail and strong organisational skillsAbility to manage multiple deadlines and prioritiesA proactive approach and willingness to learnCA or CPA qualified, or currently working towards qualification, preferredValid Australian work rights (no sponsorship required)

Systems
Systems: Xero, XPM and all similar accounting softwareFYI Elite and DocumentsBGL & CAS for Corporate SecretarialStrong proficiency in Microsoft Products (Word, Excel skills etc)Experience in using automations and workflow tools
How to Apply
If you're an experienced Business Services professional looking to take greater ownership of clients, people and advisory work within a supportive and high-performing team, apply now.
For more information about our firm, visit: www.traverseaccountants.com.au