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The Senior Financial Accountant owns month-end accounting, general ledger integrity, balance sheet controls, reconciliations, statutory reporting, audit support, and technical accounting documentation. The role also supports finance transformation, system implementations, process improvements, data quality, and stakeholder issue resolution. Candidates need strong technical accounting expertise, financial services experience, CA or CPA qualification, and proficiency with Workday or comparable finance systems and Microsoft Excel.

Provides executive and team support to the Head of Equities and a 25-person investment team. Responsibilities include diary and inbox management, travel coordination, expense reconciliation, meetings and events, stakeholder communication, office operations, visitor management, onboarding, and confidential administrative projects.

Support and maintain data-focused customer applications by monitoring systems, resolving production incidents, managing service requests, and improving application reliability, scalability, security, and maintainability. The role involves collaboration with engineering teams, customers, vendors, and service providers, as well as application enhancements, documentation, audit support, and guidance for junior and offshore team members.

Lead Perpetual Wealth’s digital marketing capability, including website strategy, content management, SEO, conversion optimisation, analytics, marketing technology, lead generation, and customer journey improvement. Manage Optimizely-based digital experiences, A/B testing, campaigns, reporting, and governance while partnering with technology teams, agencies, and senior stakeholders to drive measurable business growth and client acquisition.

Prepare and review financial statements and tax returns for diverse entities, develop tax-planning strategies, support business performance and wealth engagements, and supervise junior staff. The role requires Australian public-practice accounting experience, knowledge of taxation matters including Division 7A, GST, FBT and SMSFs, and progress toward or completion of CA or CPA qualifications.

Prepare financial statements and tax returns for individuals and various entity types, complete tax compliance calculations, develop tax planning strategies, and research tax, structuring, wealth, and asset protection matters. The role involves collaborating with colleagues, identifying risks, communicating clearly, and delivering commercially relevant outcomes to Australian business clients.

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.

Translate investment philosophy, research, and market insights into practical solutions for advisers and clients. Advise on portfolio construction, manager selection, asset allocation, and performance; deliver investment training, presentations, research, communications, and sales collateral. Present recommendations to clients, boards, and investment committees, and manage relationships with external research houses. The role requires strong investment knowledge, analytical and modelling skills, client communication abilities, and experience in financial advice or investment-related roles.

Supports statutory financial statements, month-end and year-end close, reconciliations, group reporting, technical accounting, budgeting, forecasting, audit coordination, financial controls, and reporting to management, the Board, regulators, and external stakeholders. The role also contributes to accounting policy updates, new accounting standard implementation, process improvements, and finance system efficiencies within an ASX-listed financial services organization.

Lead the ServiceNow ITSM platform for Perpetual Wealth by owning its strategy, roadmap, governance, configuration, development, documentation, support model, and continuous improvement. The role manages end-to-end solution delivery, defines product metrics, ensures platform compliance and performance, coordinates internal stakeholders and developers, and oversees the external ServiceNow partner. It also provides technical guidance, supports business process enhancements, and leads junior resources.