Accountant & Client Advisor (Hybrid Role)

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

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.