Senior Accountant/Assistant Manager

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Sydney, New South Wales, AUS
In-Office
Fintech • Payments • Financial Services
The Role

Assistant Manager

Responsibilities:

  • Supervise, coach, and delegate work to juniors in team
  • Review financial statements and tax returns for individuals, partnerships, trusts, companies, and SMSFs
  • Assist Partner with business performance, structuring, wealth, and asset protection engagements
  • Manage end to end a designated client list, managing the initial scope of clients’ requirements
  • Set budgets and delivery timelines, and manage fees and requirements that fall outside of scope

Experience and academic qualifications required:

  • Bachelor’s degree, and have completed CA/CPA studies
  • Approximately 5+ years’ experience in Australian public practice
  • Experience in managing client relationships, and leading complex and diverse engagements
  • Thorough understanding of tax issues such as Division 7A, GST, FBT SMSFs
  • Experience in coaching and managing workflow of junior staff

Senior Accountant

Responsibilities:

  • Supervise and coach, and delegate work to juniors in your team
  • Coordinate with your team leader on the various phases of an engagement
  • Prepare and review financial statements and tax returns for individuals, partnerships, trusts, companies, and SMSFs
  • Prepare and implement tax planning strategies and initiatives
  • Assist Manager & Partner with business performance, structuring, wealth, and asset protection engagements

Experience and academic qualifications required:

  • Bachelor degree in Accounting or Commerce, and either studying or have completed CA or CPA
  • Approximately 3-5 years’ experience in Australian public practice
  • Exposure to large business structures, and complex and diverse engagements
  • Good understanding of tax issues such as Division 7A, GST, FBT and SMSFs
  • Experience in supervising and delegating work to junior staff

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.

  • Access to LinkedIn learning, study support and commitment to supporting professional development.

Diversity and inclusion

  • WGEA Employer of Choice for gender equality since 2018.

  • 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.

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The Company
Brisbane, , QLD
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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