Intermediate Accountant | Public Practice | Melbourne

About the Firm

• CA/CPA public practice offering Accounting, Financial Planning and Bookkeeping services.
• Work with an impressive client base: HNW individuals, small–medium businesses, trusts and complex family groups.
• Modern systems including Xero, APS and Excel.
• Strong emphasis on training, development, integrated advice and long-term career growth.

The Role As an Intermediate Accountant, you will be involved in both client-facing and technical work, supporting clients day-to-day and building strong advisory capability. 

Client Interaction & Experience

• Work closely with clients, proactively updating them, answering queries and creating a memorable client experience.
• Run client meetings for individuals and smaller business clients.
• Conduct pre-meeting calls, needs analyses and prepare agendas, slide decks and meeting materials.
• Attend client meetings, often shadowing a Senior Adviser to develop your advisory and communication skills.

Advisory & Collaborative Work

• Assist with advisory engagements including tax planning, cashflow and forecasting models.
• Support and attend performance management meetings and assist in preparing business valuations.
• Work collaboratively within the Integrated Advice Team to deliver client recommendations consistently and professionally.
• Understand bookkeeping fundamentals and review live accounting data files.

Technical Responsibilities

• Prepare tax returns, financial statements, BAS and related working papers and documentation.
• Gain exposure to GST, CGT, FBT, Div7A and other complex tax matters.
• Reconcile accounts including loan accounts and R&D offsets.
• Consolidate family groups with complex structures and inter-entity transactions.
• Liaise with clients, the ATO and external parties to manage queries and compliance.

Workflow, Compliance & Process Improvement

• Manage job planning, file notes, checklists, engagement letters, fee agreements and invoicing.
• Follow internal systems and contribute to continuous improvement of processes, ensuring high-quality, compliant and “next practice” standards.

Benefits

• Leave purchase options.
• CA/CPA support – fees reimbursed upon passing + mentorship + training leave.
• Outstanding mentorship and structured training program.
• Friday night socials + active social committee.
• Two major annual events (EOFY + End of Year).
• Strong client exposure and real development in both advisory and technical work.

What We’re Looking For

• Bachelor’s degree in Business, Commerce or Finance.
• CPA/CA studies commenced..
• 2+ years’ experience in a similar public practice accountant role.
• Strong communication skills and a genuine interest in both client interaction and technical growth.
• Someone proactive, collaborative and eager to develop into an advisory-focused accountant.

If you would like to know more, please send your resume through the APPLY button. Alternatively, you can contact Natalia Patel at natalia.patel@engagepersonnel.com.au

If this opportunity isn’t quite what you’re looking for, please feel free to reach out - we have many more roles available that aren’t currently advertised.

All communication will be strictly confidential.