Accountant/Assistant Client Manager

seek.com.au; Geelong; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work option

Professional development

Mentorship

Salary reviews

Diverse client exposure

Career advancement

Special projects opportunities

Job summary

Certum Advisory in Geelong is seeking an Accountant / Assistant Client Manager to join our team. You will work closely with the Principal, preparing and analysing client data, building trusted relationships and progressively developing your advisory and client-management capabilities.

This role offers a pathway beyond traditional compliance, with exposure to accounting, tax and advisory services across a varied client base, plus ongoing professional development and a potential hybrid work

Qualifications

• Three to five years of Australian public practice experience in a client-facing role.
• Relevant tertiary qualification in Accounting, Finance or similar.
• Progress towards CPA, CA or an equivalent professional qualification.
• Experience preparing financials and tax returns across all entity types.
• Strong client communication and relationship-management skills.
• Proficiency in accounting software (Xero, MYOB, QuickBooks) and Microsoft Office.
• Expertise with BGL 360 SMSF Software.
• Commercial curiosity and commitment to professional development.

Responsibilities

• Assist in managing client relationships and addressing client queries.
• Prepare financial statements, tax returns, BAS and tax-planning strategies.
• Report on business performance and areas for growth.
• Support a portfolio of individuals, companies, trusts, partnerships and SMSFs.
• Manage SMSF function including liaison with clients and auditors.
• Setup and train clients in the use of Xero.
• Provide advice on buying and selling a business.
• Identify opportunities to improve client performance, cash flow, and taxation outcomes.
• Manage assigned work to deadlines, budgets and quality standards.
• Contribute to the growth and future direction of Certum Advisory.

Skills

Public practice experience

Client relationship management

Xero

MYOB

QuickBooks

Microsoft Office

BGL 360 SMSF Software

Tax returns

Financial statements

Tax planning

Education

Bachelor's degree in Accounting/Finance

Progress towards CPA/CA

Tools

Xero Accounting Software

MYOB

SMSF software (BGL 360)

QuickBooks

Job description

Are you a FINDER and not just a GRINDER?

Certum Advisory is a Geelong-based accounting and business advisory firm seeking an experienced Accountant / Assistant Client Manager to join our team.

Our mission is to influence the life and business of all who pass our way by providing Certainty, Innovation & Avenues to Wealth.

This is an opportunity to move beyond a traditional compliance role. Working closely with the Principal, you will, prepare and analyse client data, build trusted relationships and progressively develop your business advisory and client-management capabilities.

Competitive compensation and transparent salary structure.

Professional development opportunities: training, certifications, and mentorship.

Supportive, team-oriented workplace culture.

Potential Hybrid Role.

Regular performance reviews with feedback and salary review cycles.

Exposure to a variety of clients and projects to broaden experience.

Clear pathways for advancement - progress to senior client manager

Individual development plans tailored to each employee's career goals.

Opportunities to take on special projects or leadership responsibilities as skills develop.

The Role

As an Accountant / Assistant Client Manager, you'll support our Senior Client Managers in managing client relationships, overseeing project delivery, and ensuring client satisfaction. You'll work closely with clients and internal teams, gaining hands-on experience across accounting, tax, and advisory services.

Key responsibilities

Assist in managing client relationships and addressing client queries

Prepare financial statements, tax returns, Business Activity Statements and tax-planning strategies

Report on business performance and areas for growth

Support a portfolio of individuals, companies, trusts, partnerships and SMSFs

Manage the SMSF function including direct liaison with clients and auditors

Setup and train clients in the use of Xero Accounting Software

Provide genuine advice on buying & selling a business

Identify opportunities to improve client performance, cash flow, business performance and taxation outcomes

Manage assigned work to agreed deadlines, budgets and quality standards

Contribute to the growth and future direction of Certum Advisory

About you

You will ideally have:

Three to five years' Australian public practice experience, in a client facing role

A relevant tertiary qualification in Accounting, Finance or similar

Progress towards CPA, CA or an equivalent professional qualification

Experience preparing financials and tax returns across all entity types

Strong client communication and relationship-management skills

Strong technical skills and attention to detail

Proficiency in accounting software (e.g., Xero, MYOB, QuickBooks) and Microsoft Office

Expertise with BGL 360 SMSF Sofware

Commercial curiosity, initiative and a commitment to professional development