Accountant & Assistant Client Manager (Advisory)

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

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