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Job Title


Business Services Accountant (2-5 years\' experience)


Company : WLM Financial Services Pty


Location : Sydney, New South Wales


Created : 2025-04-05


Job Type : Full Time


Job Description

Looking to take your next step at an accounting firm that offers a fresh approach and great work environment?We are so glad youve come across this advertisement, as we are on the hunt for our next team member to join our successful and growing firm as a Business Services Accountant.WHATS IN IT FOR YOU?If youre after a role you can accelerate your career in, while having fun, this is the one. Youll be working with a close-knit and supportive team, who will help you to grow and achieve your best, and who also aim to make work fun too. Youll get involved in all aspects of accounting, taxation, and advisory services for a diverse range of clients from High Net Wealth Individuals to SMEs, to entities that are part of Significant Global entities.Youll be based in our amazing Sydney CBD office with great views over the quay, a fully kitted staff caf, and fantastic end of trip facilities. We offer flexible, hybrid working, so after youve settled in you will also be able to work at home too.Youll be offered a competitive salary, plus the opportunity to earn more through our bonus scheme, and well cover your fees for your studies (CA or CPA). On top of regular annual leave days, well also provide you with extra leave for getting prepped for your exams, and some time off for your birthday too!ABOUT USAt WLM we believe in empowering business success together. We are a leading boutique accounting practice in the CBD, offering Accounting and Tax services for over 30 years. Our mission is to build strong relationships with our clients, understand their goals, and use our expertise in accounting to deliver exceptional results.We are a paperless environment using cloud-based systems for our business applications and are proactive in utilising the latest technologies and continually improving our people, systems, and processes.Our team members enjoy an open, fun, and friendly culture. We aim to promote work-life balance, while working hard to deliver exceptional service to our clients, and have regular social and learning-based activities.Our values are:We work togetherWe make a differenceWe build strong client relationshipsWe have funABOUT THE ROLEOur Intermediate Accountant role is all about applying the basic technical skills youve learned and being supported to take the next step in your professional career leading into client communication, junior team development, and mastering more complex technical issues.As a Business Services Accountant, youll be reporting into the Team Leader (Director level) and Senior Manager, and your main roles and responsibilities will be to:Take the lead on client liaison with a selected number of clients, supported by your ManagerPrepare tax returns for individuals, partnerships, companies, and trustsPrepare individual, BAS, and fringe benefit tax returnsReview/prepare workpapers for entities, including proper use of lead sheetsPrepare financial statementsConduct yearly tax planningPrepare trust minutes and review trust deeds, with guidance from Manager/DirectorLiaise with the ATO on common tax mattersResearch common tax issues e.g., payroll tax, workers comp, SGCPrepare/analyse relevant calculations for review using templates where required (e.g., hire purchase, motor vehicle, Div 7A loan repayments, borrowing cost amortisation, tax planning), with guidance from Manager/Director as requiredIf you have experience in some of these areas, but want to learn and grow in others, we encourage you to apply.ABOUT YOUWere looking for the kind of person who will fit in with the WLM values and is eager to take the lead in a client-facing role. So what does that mean?Youre the kind of person who is confident to communicate, whether in person, emailing, video calls, or over the phone, and you thrive on building relationships. Youre not afraid to ask questions and youre more likely to double-check than make assumptions. Having empathy comes naturally to you, putting yourself into the shoes of your clients and other teammates. Youre also really comfortable with technology and eager to use various tools like Xero, Office 365, Sharepoint, Karbon, and Microsoft Teams.To succeed in this role youll need to be able to hand-on-heart answer yes to each of the statements below:I am solution orientated and here to help; no task is too small.I am dependable; if I say Ill do something, Ill do it.I enjoy working with people and building strong connections.I am proactive, seeking out opportunities for our clients and my experience.In addition to the above, youll need to have gained a minimum of 2 years experience in a business services accountant role, with exposure to SMEs. You should have completed a relevant bachelor degree (majoring in accounting) and be completing or interested in completing a post-graduate qualification (CA or CPA).HOW TO APPLYTo ensure you put your best foot forward and we get the information we need to determine if you meet the criteria, please submit a copy of your CV and academic results. Its also really important for you to demonstrate your interest in the role and tell us a bit about you through submitting either a cover letter or video link in your application.If you have any questions, please reach out to Katrina Matthews, our Head of Operations, People & Culture by calling us on 02 9221 7777.Role TypePay Rate70000 AUD 90000 AUD (Annum)Company OverviewWLM provides fulfilling work opportunities across accounting, along with a variety of operations, administration, and support roles. #J-18808-Ljbffr