Accountant / Assistant Client Manager

Certum Advisory; Geelong; Hybrid; AUD 75,000 - 105,000; Full time

Benefits offered by this job

Lifestyle opportunity

Salary transparency

Professional development

Hybrid role

Performance reviews

Diverse clients

Career advancement

Development plans

Leadership projects

Job summary

Certum Advisory, a Geelong-based accounting and business advisory firm, seeks an experienced Accountant / Assistant Client Manager to join our team. You will work closely with the Principal, prepare and analyse client data, build trusted relationships and develop your business advisory and client-management capabilities.

This role moves beyond traditional compliance, with exposure to tax, advisory services, and a variety of clients. Hybrid work and clear career progression are available.

Qualifications

• 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 (Xero, MYOB, QuickBooks) and Microsoft Office
• Expertise with BGL 360 SMSF Software

Responsibilities

• Assist in managing client relationships and addressing client queries
• Prepare financial statements, tax returns, BAS 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

Skills

Client communication

Relationship management

Attention to detail

Initiative

Professional development

Education

Accounting degree

Finance degree

CPA/CA pursuit

Tools

Xero

MYOB

QuickBooks

BGL 360 SMSF Software

Microsoft Office

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.

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

.

Benefits

• Lifestyle Opportunity
• 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.

Career Progression

• 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