This is an exciting opportunity to join a growing, advisory-focused accounting firm where you can develop your leadership skills, build meaningful client relationships and play an active role in business advisory.
The opportunity:
Working closely with a Partner and Senior Client Account Manager, you will manage a diverse portfolio of business clients, oversee workflow and mentor junior team members, with the opportunity to progress into a Client Account Manager role.
You'll join a collaborative team within a growing financial services business that values innovation, professional development and delivering outstanding client outcomes.
Key responsibilities: - Manage a portfolio of business clients across a variety of industries and entity structures.
- Prepare and review financial statements and income tax returns for individuals, companies and trusts.
- Manage client workflow and ensure work is completed accurately and efficiently.
- Review work prepared by junior accountants and provide guidance and support.
- Handle complex tax matters, including Division 7A, trust distributions and multi-entity structures.
- Identify opportunities for business advisory and value-add services.
- Build strong client relationships and deliver proactive, commercially focused advice.
- Work collaboratively with Partners, senior leaders and the wider accounting team.
About you: - CA or CPA qualified, or nearing completion.
- At least 5 years' experience within public practice accounting.
- Strong technical knowledge of financial statements, tax compliance and advisory.
- Experience with Division 7A, trust distributions and multi-entity clients.
- Excellent communication and relationship-building skills.
- A proactive, organised and team-oriented approach.
- A genuine interest in business advisory and helping clients achieve their goals.
- Ambition to develop into a client management and leadership position.
What's in it for you? - Clear career progression towards Client Account Manager.
- Hybrid working arrangements.
- Mentoring and financial support for professional development.
- Weekly technical training and ongoing learning opportunities.
- Financial incentives for bringing in new business.
- Exposure to a diverse client base and a broad range of advisory services.
- A supportive, collaborative and social team environment.
- A paid day off on your birthday.
- The opportunity to make a real impact within a growing business.
About the firm:
Based in South Melbourne, this established and expanding financial services business has a team of 50+ professionals across four Victorian offices. With a strong focus on advisory, technology and innovation, the firm provides integrated services across business improvement, financial advice, bookkeeping, SMSF and lending.
The culture encourages collaboration, fresh ideas and continuous development, giving ambitious accountants the opportunity to grow their technical expertise, strengthen client relationships and build a long-term career.
Interested?
If you're an experienced Public Practice Accountant ready to step into a more senior role with genuine progression opportunities, we'd love to hear from you.
If you’d like to learn more, please apply via the button below or contact Alana Collins on (03) 9077 7491 or alana.collins@engagepersonnel.com.au for a confidential discussion.
All applications will be treated with strict confidentiality
