Senior Accountant – Client Advisor

About Next Level Accountants (NLA)

Next Level Accountants (NLA) is a growing, dynamic accounting practice specialising in tailored financial and advisory services for Australian trades and construction businesses. They help clients with revenues between $1M and $10M achieve sustainable growth through expert tax compliance, bookkeeping, consulting, and innovative Virtual CFO solutions focused on job profitability, cash flow, pricing, and strategic decision-making.

Based in beautiful Torquay, they pride themselves on technical expertise, keeping things simple, building strong client relationships, and creating a genuinely enjoyable workplace.

About The Role

NLA are seeking an experienced Senior Accountant – Client Advisor to join their small, high-performing team.

You will assist with tax compliance and team delivery while personally managing a portfolio of clients across Australia. You’ll deliver integrated Senior Accountant services through regular virtual client meetings, blending proactive tax planning with forward-looking business advisory.

Whilst NLA is based in Torquay this role can be performed remotely from home and co-working space in Melbourne.

Key Responsibilities

Accounting & Tax Compliance

• Prepare and review financial statements for clients including SMEs, trusts, partnerships, SMSFs and individuals.
• Manage end-to-end tax compliance for a portfolio of SME clients, including income tax returns, GST, FBT, PAYG, workpapers, and ATO lodgements.
• Advise clients on tax planning opportunities and strategies.
• Maintain the highest technical standards and ensure timely, accurate delivery.

Business Advisory

• Lead client meetings, providing cash flow forecasting, budgeting, KPI reporting, performance reviews, and growth guidance.
• Integrate tax planning into broader business advisory discussions to deliver actionable insights.
• Assist clients with budgeting, forecasting, and financial analysis

 Practice Contribution

• • Support the continued growth and refinement of our service offering
  • Improve internal processes and help evolve our advisory services
  • Collaborate closely with the Director and team on integrated client solutions

Who You Are

• CA, CPA or CTA qualified (or close to completion)
• 5+ years’ experience in tax and accounting, with at least 2–3 years at a senior level in public practice
• Proven track record leading client advisory or Virtual CFO-style meetings
• Strong technical knowledge of Australian tax law (ITAA, GST, FBT, Division 7A, etc.)
• Excellent communication skills and confidence facilitating virtual client sessions with business owners
• Experience managing a small team and delivering high-quality work under deadlines
• Comfortable working with cloud-based tools and modern practice management systems
• Industry experience in trades, construction, or project-based businesses highly regarded
• Understanding of businesses in the $1M–$10M revenue range (or similar experience from larger organisations) is a strong advantage

What NLA Offer

• Competitive salary package with performance incentives
• Senior-level, advisory-focused work with genuine impact on client businesses
• Opportunity to help shape and grow our advisory offerings
• Supportive, collaborative small-team culture with a strong focus on work-life balance
• Professional development, ongoing training, and team events
• Great lifestyle benefits

If you are a technically strong Senior Accountant who thrives on strategic client advisory and wants to work in a values-driven practice with real growth potential, apply now!