Accountant

20K Recruitment; City of Melbourne; On-site; AUD 90,000 - 100,000; Full time

Job summary

20K Recruitment is partnering with a growing multidisciplinary financial services group in Melbourne. The role focuses on tax and compliance for individuals, SMSFs and small businesses, with exposure to expatriate and internationally connected clients.

You will join a team of three accounting professionals, reporting to the Managing Director, and have clear opportunities to progress within the accounting division. No requirement to bring clients or build a practice.

Qualifications

• Experience in professional services accounting and tax
• Strong track record with individual tax returns
• SMSF accounting and tax experience
• Exposure to small business tax and accounting
• Current Tax Agent registration or ability to obtain it
• CA/CPA/IPA membership advantageous

Responsibilities

• Prepare and lodge individual income tax returns
• Prepare SMSF financial statements and tax returns
• Complete tax and accounting compliance for companies and trusts
• Assist with expatriate and international tax matters
• Manage client lodgements, deadlines and workflow
• Liaise with clients on tax and accounting matters
• Collaborate with advisers and other specialists
• Maintain accurate records and high client service standards
• Assist with general accounting and tax across clients

Skills

Public-practice experience

Tax returns

SMSFs

Attention to deadlines

Independent workload management

Education

Accounting qualifications

Tax Agent registration or eligibility

Public Practice Certificate (PPC)

Tools

Xero

BGL

HubSpot CRM

Job description

20K Recruitment is exclusively recruiting on behalf of our client, a young and growing multidisciplinary financial services group providing accounting, financial planning, legal and lending services to individuals, families and business owners.
Based in modern Collins Street offices close to public transport, our client has an established and loyal client base and a growing accounting division. You’ll join a team of three accounting professionals, report directly to the Managing Director, and have the opportunity to play an important role as the accounting function continues to expand.
Importantly, there is no expectation to bring your own clients, generate a book of business or build an accounting practice from scratch.
The business also works with clients who have international connections, including Australians living overseas, expatriates in Australia and clients with overseas assets or income. This provides an opportunity to broaden your technical experience over time.
As the division grows, there is a genuine opportunity for the successful candidate to take on greater responsibility and potentially progress into a position running the accounting division.

$90,000 - $100,000 | Melbourne

About Our Client

20K Recruitment is exclusively recruiting on behalf of our client, a young and growing multidisciplinary financial services group providing accounting, financial planning, legal and lending services to individuals, families and business owners.
Based in modern Collins Street offices close to public transport, our client has an established and loyal client base and a growing accounting division. You’ll join a team of three accounting professionals, report directly to the Managing Director, and have the opportunity to play an important role as the accounting function continues to expand.
Importantly, there is no expectation to bring your own clients, generate a book of business or build an accounting practice from scratch.
The business also works with clients who have international connections, including Australians living overseas, expatriates in Australia and clients with overseas assets or income. This provides an opportunity to broaden your technical experience over time.
As the division grows, there is a genuine opportunity for the successful candidate to take on greater responsibility and potentially progress into a position running the accounting division.

The Role

The role will primarily focus on tax and compliance work across individuals, SMSFs and small business clients, with some exposure to expatriate and internationally connected clients.

Key responsibilities include:

• Preparing and lodging individual income tax returns
• Preparing SMSF financial statements and tax returns
• Completing tax and accounting compliance for companies, trusts and small businesses
• Assisting with expatriate and international tax matters
• Managing client lodgements, deadlines and workflow
• Liaising directly with clients regarding tax and accounting matters
• Working alongside financial advisers, lawyers and lending specialists on shared client matters
• Maintaining accurate records and a high standard of client service
• Assisting with general accounting and tax matters across the existing client base

The business uses modern systems including Xero, BGL and HubSpot CRM.

International tax experience is not essential, but the role provides an opportunity to develop knowledge in expatriate and cross-border tax matters over time.

About You

We’re looking for an experienced accountant who is technically capable, organised and confident managing their own workload.

Ideally, you will have:

• Previous public-practice/professional services accounting experience
• Strong experience preparing individual tax returns
• Experience with SMSF accounts and tax returns
• Exposure to small business tax and accounting
• Relevant accounting qualifications
• Current Tax Agent registration, or the qualifications and experience required to obtain registration
• A current Public Practice Certificate, or eligibility to obtain one where required
• CA, CPA or IPA membership would be advantageous
• Strong attention to detail and an ability to manage deadlines
• A professional and approachable manner with clients
• The ability to work independently while contributing positively to a team
• An interest in international or expatriate tax would be beneficial, but is not essential

What's on Offer

• $90,000 - $100,000 salary
• Modern Collins Street offices close to public transport
• Established and loyal client base
• Genuine career progression and pathway to running the accounting division
• Support from a broader multidisciplinary team
• Direct reporting to the Managing Director
• Opportunity to join a growing accounting division
• Modern systems including Xero, BGL and HubSpot CRM
• Exposure to international and expatriate tax matters
• Friendly and collaborative working environment