Associate Director - Business Services

About SW Accountants & Advisors

SW Accountants & Advisors (SW) is Australia’s best kept accounting secret.  We are a leading advisory and accounting firm with an 85-year history in Australia.  Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 400 people and 40 Partners nationally.  SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions.  We are proud to be ranked as the 22nd largest firm by revenue in the 2022 AFR Top 100 Accounting Firms and the 10th largest national practice in Australia.

Own it, Love your work, Share the load, Embrace the ride, Open doors.  Our values are at the very heart of our firm and guide the way we interact within our firm’s teams, with our clients, and the way we interact and engage with you. 

About the role

Due to an expanding client base, we are seeking an Associate Director to become an integral member of our Business & Private Client Advisory division.  Responsible for ensuring the division is a healthy, profitable, efficient and developing business within SW Accountants & Advisors, you will also guarantee the division meets its Key Performance Indicators (KPI’s) and the expectations of the firm.

Key Responsibilities:

• Develop, manage and administer an existing portfolio of SW clients
• Provide leadership, support and resources to the management group
• Provide input into determining the Key Performance Indicators, budgets and future direction of the division
• Deliver cost effective administration of the division
• Ensure the technical expertise, and level of client service provided by the division is of a high standard
• Provide all staff with quality training and professional development opportunities
• Ensure Managers and senior staff provide appropriate levels of guidance, feedback and support to staff
• Participate in the selection of staff into the division and the development of a positive, client service culture within the division
• Other duties required by the Firm or the Partners

Key Skills and Experience:

• A minimum of 7 years’ experience working in a Business Services environment in a Chartered / CPA accounting practice and have had significant exposure to tax and financial accounting
• Must be a fully qualified CA / CPA
• Technically proficient and up to date with taxation law and accounting developments
• Confident reviewing client work, identifying issues and opportunities to value add
• Experienced at developing good working relationships with clients
• Excellent time management skills and ability to ensure deadlines are met for a large group of clients.
• Exceptional staff leadership skills and prior experience in managing and developing staff
• Experience in managing work flow, WIPs and have experience in setting KPI’s and achieving them
• Present professionally and possess excellent interpersonal and communication skills which will be
• Prior experience working with Solution 6/APS, MYOB, Quickbooks and be competent in Microsoft Excel

Best Kept Secrets of SW:                                                    

• Progressive firm, with excellent career opportunities
• Flexible working environment
• 2 additional AL days per year
• 18 weeks paid parental leave for primary carers and 3 weeks for non-primary
• Paid volunteer leave
• Refer to client and refer a friend bonus scheme
• Employee Assistance Program and Wellness perks
• $1000 towards home office setup
• Social Club
• Tailored Learning and Development Program
• Paid Course/study leave
• 1 paid professional membership per year
• Weekly Lunch provided

Apply today

Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’.