HJB - Senior Accountant

Senior CPA – Tax Review Specialist

About the Role

We are seeking a highly experienced and detail-oriented CPA to join our team in a senior review capacity. This role is responsible for reviewing a broad range of completed tax returns and financial workpapers to ensure accuracy, compliance, and technical excellence across all engagements.

Position Title:

Senior Accountant – Tax & Advisory

About Us:

We are a Registered Tax Agent and a leading boutique financial services practice established in 1982 holding a Australian Financial Services License (AFSL). In 2018 we established the HJB Managed Account. We provide tailored financial and Tax advice to a diverse client base, specializing in investment management, retirement planning, estate planning, risk management and strategic tax advice.

Our Vision:

We have a clear vision for our future and a defined purpose for our existence. Our practice operates on strong core philosophies and values that shape our culture and guide our approach to client service.

Core Values:

Client Focused

Enduring Relationships

Integrity

Excellence

New Thinking

Team Spirit

Position Overview

We are seeking a well‑rounded and technically strong Senior Accountant with broad experience across individual, business, and complex tax matters. This role requires the ability to holistically review tax returns, identify gaps or errors, and apply sound tax strategy to ensure accurate, compliant, and optimised outcomes for clients.

You will work alongside like‑minded professionals in a collaborative environment, contributing to high‑quality client who are looked after in a financial planning capacity with outcomes and continuous improvement of their tax processes.

Key Responsibilities

Prepare and review Individual, Business, Company, Trust, and SMSF Tax Returns

Review completed Tax Returns to identify errors, omissions, inconsistencies, or areas requiring further clarification

Apply and document tax strategies appropriate to client circumstances

Understand and apply gearing strategies and related tax implications

Incorporate superannuation strategies, including identifying tax-deductible superannuation contributions, where appropriate

Liaise with clients to clarify information and obtain missing or incorrect data

Manage ATO lodgement processes and ensure compliance with deadlines and regulatory requirements

Stay up to date with tax legislation, ATO rulings, and compliance requirements

Work collaboratively with our professional team to deliver holistic client outcomes

Assess and validate depreciation schedules, including capital allowances and asset classifications

Identify errors, inconsistencies, or missed opportunities in tax positions and provide clear, actionable recommendations

Work closely with accountants and preparers to instruct, guide, and oversee amendments or updates to returns, ensuring all work is completed thoroughly and to a high standard

Provide clear and constructive feedback to improve technical accuracy and overall work quality across the team

Ensure all finalised ATO documents, notices of assessment, and supporting documentation are properly reviewed and provided to clients' post-lodgement

Ensure all work meets internal quality standards and external regulatory requirements

Act as a final sign-off point for reviewed work where appropriate

Stay up to date with current tax laws, rulings, and compliance requirements

Skills and Experience

Proven experience preparing and reviewing Individual, Company, Trust, and SMSF Tax Returns using accounting software such as Xero

Qualified CPA (or equivalent) with significant post-qualification experience

Strong experience reviewing:

Deep understanding of tax compliance and regulatory frameworks, including superannuation legislation

Exceptional attention to detail and analytical skills

Ability to identify risks and provide practical, commercially sound solutions

Strong communication skills, particularly in delivering clear instructions and constructive feedback to team members

Experience working in a collaborative advice environment

Strong understanding of Australian Tax Law and ATO compliance requirements

Demonstrated ability to analyse and critically review completed tax returns

Ability to identify tax planning opportunities

Solid understanding of superannuation, including concessional contribution rules

Practical knowledge of gearing and investment tax strategies

High attention to detail with a strong focus on accuracy and completeness

Qualifications

CPA qualification

Relevant tertiary qualification in Accounting or Commerce

Personal Attributes

Methodical and analytical approach to work

Commercially minded with a client‑first focus

Proactive in identifying issues and opportunities

Comfortable working with complex client structures

Committed to professional development and technical excellenc

What We Offer

Exposure to a broad range of tax and advisory work

Collaborative, professional team environment

Opportunity to work closely with advisers and like‑minded accountants

Ongoing professional development and career progression opportunities

Opportunity for career progression within the firm

Training and mentorship from experienced professionals

A supportive, professional, and values-driven work environment