Senior Accountant

MMK Recruitment; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

MMK Recruitment is seeking a Senior Accountant for a Melbourne-based client in the financial services sector. You will manage client relationships, deliver high-quality tax and accounting services, and look beyond compliance to support business objectives.

You will review tax returns and financial statements for individuals, companies, trusts and SMSFs, and collaborate with wealth advisers to deliver coordinated advice. A proactive, tech-enabled mindset is essential.

Qualifications

• Experience in a Senior Accountant or similar role within a public practice accounting firm.
• Strong technical knowledge of taxation and accounting for individuals, companies, trusts and SMSFs.
• Experience reviewing financial statements, tax returns and work prepared by others.
• Confidence managing client relationships and discussing financial matters in an accessible, commercially minded way.
• An interest in business advisory, wealth creation and helping clients make informed decisions.
• A proactive, solutions-focused mindset and the confidence to take ownership of responsibilities.
• A willingness to embrace technology, automation and new ways of working.
• A genuine desire to keep learning and grow with a business over the longer term.

Responsibilities

• Reviewing tax returns, financial statements and workpapers for individuals, companies, trusts and SMSFs.
• Managing client relationships and leading conversations around business performance, tax planning and financial objectives.
• Identifying opportunities for proactive tax and business advisory services.
• Collaborating with wealth advisers and mortgage brokers to support coordinated client outcomes.
• Reviewing work prepared by outsourced providers, ensuring accuracy, quality and timely delivery.
• Explaining complex tax and accounting matters in a clear, practical and approachable way.
• Developing a strong understanding of clients' business structures, investment strategies and long-term goals.
• Contributing ideas to improve systems, workflows and the overall client experience.
• Embracing technology and AI tools to improve efficiency and enhance the quality of advice delivered.

Job description

As a Senior Accountant, you'll manage and develop client relationships while delivering high-quality tax and accounting services. You'll be encouraged to look beyond the immediate compliance requirements, understand each client's broader objectives and identify opportunities to add genuine value.

Key responsibilities

Reviewing tax returns, financial statements and workpapers for individuals, companies, trusts and SMSFs.

Managing client relationships and leading conversations around business performance, tax planning and financial objectives.

Identifying opportunities for proactive tax and business advisory services.

Collaborating with wealth advisers and mortgage brokers to support coordinated client outcomes.

Reviewing work prepared by outsourced providers, ensuring accuracy, quality and timely delivery.

Explaining complex tax and accounting matters in a clear, practical and approachable way.

Developing a strong understanding of clients' business structures, investment strategies and long-term goals.

Contributing ideas to improve systems, workflows and the overall client experience.

Embracing technology and AI tools to improve efficiency and enhance the quality of advice delivered.

About you

Experience in a Senior Accountant or similar role within a public practice accounting firm.

Strong technical knowledge of taxation and accounting for individuals, companies, trusts and SMSFs.

Experience reviewing financial statements, tax returns and work prepared by others.

Confidence managing client relationships and discussing financial matters in an accessible, commercially minded way.

An interest in business advisory, wealth creation and helping clients make informed decisions.

A proactive, solutions-focused mindset and the confidence to take ownership of responsibilities.

A willingness to embrace technology, automation and new ways of working.

A genuine desire to keep learning and grow with a business over the longer term.

About our client

A forward-thinking financial services firm that brings accounting, tax, wealth advice and lending together under one roof. With a close-knit team, an approachable leadership group and a genuine commitment to technology and innovation, the firm has a recognised voice in the industry with a leadership team actively contributing to conversations around business ownership, tax and wealth creation. You may already recognise them through their podcast and books. The firm believes that great work comes from high standards, mutual trust and giving people the support they need to succeed, operating in a relatively flat structure with direct access to leadership and regular opportunities to share feedback.

Move away from a compliance-only environment and spend more time reviewing, advising and building meaningful client relationships.

Work with business owners, professionals and investors who value strategic advice, rather than a high-volume, production-line approach.

Work alongside professionals in tax, wealth management and lending to deliver coordinated advice and consider the bigger financial picture.

Join a close-knit team where initiative is encouraged, ideas are heard and you're trusted to take ownership of your work.

Benefit from AI-enabled tools, automation and dedicated support that reduce repetitive administration and allow you to focus on higher-value work.

Join an ambitious, growing business with the opportunity to deepen your expertise and develop alongside the firm.

Enjoy open communication, regular two-way feedback and a team that values high standards, continuous improvement and the contribution of every individual.

Receive a competitive package with regular remuneration reviews.

Work from contemporary offices in Melbourne's CBD, with a professional and collaborative working environment.