Accountant, Fordham

Posted Yesterday
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Sydney, New South Wales, AUS
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Prepare financial statements and tax returns for individuals, partnerships, trusts, companies, and SMSFs. Complete Australian tax compliance calculations, including Division 7A, FBT, CGT, payroll, and indirect taxes. Develop tax planning strategies, research business structuring and wealth matters, identify risks, and collaborate with colleagues to deliver practical client outcomes.
Summary Generated by Built In
  • More time off for the things that matter - up to 6 weeks’ leave annually

  • Work where we work best - hybrid office/work-from-home environment

  • Structured growth and development pathways

About Fordham

At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.

Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.

We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.

Fordham is part of Perpetual Wealth. As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.

About the role

As an Accountant, you will work collaboratively as part of a team to deliver high-quality services to clients. You will prepare financial statements and tax returns, support tax compliance and planning activities, and research a range of tax, structuring, wealth and asset protection matters.

Role responsibilities include:

  • Prepare financial statements and tax returns for individuals, partnerships, trusts, companies and SMSFs.

  • Complete tax compliance work, including Division 7A, FBT, CGT, payroll and other indirect tax calculations.

  • Prepare and implement tax planning strategies and initiatives.

  • Research tax, business structuring, wealth and asset protection issues.

  • Collaborate with colleagues to deliver commercially relevant outcomes for clients.

  • Identify relevant risks and escalate matters when appropriate.

About you

  • A bachelor’s degree in accounting or commerce.

  • Approximately one to three years’ experience in Australian public practice.

  • Commenced or completed CA or CPA studies.

  • Experience working with privately owned groups, individuals and multiple entity types.

  • Strong interpersonal, collaboration and time-management skills.

  • Clear communication, strong research skills and the ability to propose practical solutions.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year.

  • An annual allowance to empower you to prioritise your personal wellbeing.

  • Study support and commitment to supporting professional development.

Diversity and inclusion

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

  • A growing number of employee-led networks who work to raise awareness and drive continued change.

  • We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Skills Required

  • Bachelor's degree in accounting or commerce
  • Approximately one to three years of experience in Australian public practice
  • Commenced or completed CA or CPA studies
  • Experience working with privately owned groups, individuals, and multiple entity types
  • Strong interpersonal, collaboration, and time-management skills
  • Clear communication and strong research skills
  • Ability to propose practical solutions
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The Company
HQ: Sydney
1,382 Employees

What We Do

Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States

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