Accountant - Financial Planning Firm

Award Winning Financial Planning Business, Move into Wealth Creation & Financial Planning, Huge potential for future development.

The Business:

Our client is an award-winning specialist financial planning services firm in Sydney committed to building and maintaining wealth for its clients. They work in partnership with a high net wealth base of clients to develop a comprehensive financial planning strategy that progressively accumulates and maintains wealth for their financial security.

A position has come available to work as an accountant largely looking after the accounting requirements of its clients from a taxation, compliance and advisory perspective

More About the Position:

The role will be based in the City CBD offices and work along side the Accounting Partner in the business.

It will have regular interaction with the Financial Planning side of the business as the firm provides an integrated holistic service

Standard daily responsibilities in the position are as follows:

  • Meeting with the clients and discussing their accountancy requirements
  • Preparation of reports, financial statements, tax returns and BAS for individuals, companies, trusts and partnerships
  • Liaise with various authorities on behalf of individuals and clients including the ATO and ASIC
  • Preparation of taxation advice and research

To be considered for the position you will have a similar profile to the one below:

  • Previous experience working with an Accounting Firm or similar providing accounting and consulting services to a High Net Wealth Client base
  • Degree qualified in a Finance or Accounting qualification
  • Studying towards a professional qualification in Accounting (CA, CPA)
  • The ability and confidence to interact with clients on a day to day basis both in person and on the telephone

This will be a rewarding position as it is with a growing section in the business and the person who is hired will grow with the firm and take an active role strategically.  It is the next position to move into management and will also be responsible for recruitment into the team moving forward.

To Apply

Hamilton York is an independent Australian specialist financial recruitment practice. We are passionate about the talent we represent, partnering with Australia's most prestigious and ambitious companies.  


02/12/2019 $0 CBD, Inner West & Eastern Suburbs 1 Accounting
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