Senior CPA (AU Client)

# Senior CPA (AU Client)

> Remote Raven · Philippines (Remote) · Full-time · Posted 2026-06-12

**Workplace:** remote

## Description

We are seeking a highly organised, fully qualified Private Client Accountant & Bookkeeper to manage private client accounting, bookkeeping, and personal affairs administration for a high-profile Australian founder. This is a confidential, high-trust engagement reporting directly to the principal, sitting at the intersection of technical accounting and the discretion of a senior personal assistant.

You will be the single point of coordination across personal finances, a small portfolio of product-based businesses, professional advisors, and administrative matters — keeping everything accurate, current, and audit-ready. The role is fully remote and contractor-based, with a preference for offshore candidates and reliable overlap with Australian business hours. Australian tax familiarity (BAS, GST, trust structures) is essential, or a demonstrated willingness to upskill quickly.

**Key Responsibilities**

**Personal Finance & Private Client Accounting**

• Maintain personal books, reconciliations, and financial records across multiple accounts, including international holdings
• Track and administer investment holdings, income streams, and personal expenses with accuracy and consistency
• Manage personal tax administration, trust distributions, and entity-level record keeping in line with Australian obligations
• Coordinate with the principal’s Australian accountant, lawyers, and other advisors as the central financial liaison
• Handle confidential correspondence and ensure administrative follow-through on every delegated matter
• Prepare clean, decision-ready financial summaries and briefing materials for the principal on request
• Manage document storage, filing, and compliance-deadline tracking across all personal accounts and entities

**Small Business Bookkeeping**

• Run end-to-end bookkeeping across a small portfolio of businesses, including a supplement company and a coffee roaster
• Maintain accurate, up-to-date Profit & Loss statements, balance sheets, and cash flow reports for each entity
• Manage accounts payable and receivable across all businesses in the portfolio
• Process payroll or liaise with the payroll provider as required for each entity
• Prepare BAS submissions and GST reconciliations, and coordinate with Australian tax advisors on compliance
• Track inventory, COGS, and margin performance for the product-based businesses and flag anomalies proactively
• Deliver a clean, actionable monthly reporting package for each business, written for a founder-level audience

**Coordination & Administrative Oversight**

• Serve as the single point of contact across all entities — the principal should never have to chase for an update
• Proactively flag cash flow issues, deadline risks, discrepancies, and anomalies before they become problems
• Keep every entity audit-ready and organised at all times, not just at year-end
• Coordinate between external advisors so all parties have what they need, when they need it
• Take full ownership of delegated administrative tasks and follow through completely without prompting

## Requirements

• CPA licensed
• 5 or more years across private client accounting and small business bookkeeping
• Hands-on proficiency in Xero, the primary accounting platform across the portfolio
• Demonstrated product-business experience: inventory management, COGS tracking, and gross-margin analysis
• Comfort managing multiple entities simultaneously with full accountability for accuracy and timeliness
• Strong BAS and GST knowledge — Australian tax experience strongly preferred; candidates without it must show a clear, credible plan to upskill quickly
• Fluent written English, exceptional discretion, and proactive communication
• Self-directed and reliable in a fully remote, contractor environment

**Preferred Qualifications**

• Experience with trust structures, investment income tracking, and multi-entity financial consolidation
• Private client, family-office, or direct founder-support background
• Comfort across Google Workspace, cloud document management, and digital collaboration tools

**Tools & Software**

• **Xero** — primary accounting platform across the portfolio
• **Microsoft Excel / Google Sheets** — financial reporting and reconciliation support
• **Google Workspace or Microsoft Office** — communication and documentation
• Additional client-specific platforms as the portfolio requires

**What Makes You a Great Fit**

• The principal never has to wonder where things stand — your reporting is proactive, clear, and always current
• You treat confidential information with the same care you would want applied to your own
• You are as comfortable managing a trust distribution as you are chasing down a supplier invoice — both get the same attention
• You understand that working for a founder personally is a different kind of trust, and you honour it
• You make complexity feel manageable, not overwhelming

## Benefits
**What We Offer**

• Up to $11/hour
• 100% remote work
• Full-time role

**To apply**

Ensure your LinkedIn profile and resume are up-to-date and comprehensive (submit a comprehensive resume in English) then complete the assessment found below:

Link:[<https://assessment.aptiveindex.com/s/vT5dYucgP3QS>](https://assessment.aptiveindex.com/s/vT5dYucgP3QS)

_By applying, you consent to being contacted via the contact information provided in your application for recruitment purposes only._

**Interview scheduling:** Initial calls run in US Mountain Standard Time (MST), within a 3:00 AM-1:00 PM MST window. We genuinely appreciate your flexibility around the time difference

## Apply

[Apply at Remote Raven](https://apply.workable.com/remote-raven/j/12E7F9CFF6/apply)

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