Senior Accountant: Client Advisory & Leadership Path

Public Practice - Accountants; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Mentoring

Weekly technical training

Birthday day off

Financial incentives for new business

Diverse client base

Social, supportive team

Career progression

Job summary

Public Practice - Accountants – Melbourne VIC is seeking an experienced Public Practice Accountant to step into a senior role with progression to client management. You will manage a diverse client portfolio, review financial statements and tax returns, and mentor junior staff while identifying advisory opportunities.

The role requires CA/CPA qualifications (or nearing completion), 5+ years in public practice, and strong communication to build client relationships.

Qualifications

• CA or CPA qualified, or nearing completion.
• Minimum 5 years’ experience within public practice accounting.
• Strong technical knowledge of financial statements, tax compliance and advisory.
• Experience with Division 7A, trust distributions and multi-entity clients.
• Excellent communication and relationship-building skills.
• Proactive, organised and team-oriented approach.
• Genuine interest in business advisory and helping clients achieve their goals.
• Ambition to develop into a client management and leadership position.

Responsibilities

• Manage a portfolio of business clients across a variety of industries and entity structures.
• Prepare and review financial statements and income tax returns for individuals, companies and trusts.
• Manage client workflow and ensure work is completed accurately and efficiently.
• Review work prepared by junior accountants and provide guidance and support.
• Handle complex tax matters, including Division 7A, trust distributions and multi-entity structures.
• Identify opportunities for business advisory and value-add services.
• Build strong client relationships and deliver proactive, commercially focused advice.
• Work collaboratively with Partners, senior leaders and the wider accounting team.

Skills

Client relationship management

Leadership potential

Business advisory

Communication skills

Team collaboration

Education

CA or CPA qualification

Job description

Public Practice - Accountants – Melbourne VIC

This is an exciting opportunity to join a growing, advisory-focused accounting firm where you can develop your leadership skills, build meaningful client relationships and play an active role in business advisory.

The opportunity:

Working closely with a Partner and Senior Client Account Manager, you will manage a diverse portfolio of business clients, oversee workflow and mentor junior team members, with the opportunity to progress into a Client Account Manager role.

You'll join a collaborative team within a growing financial services business that values innovation, professional development and delivering outstanding client outcomes.

Key responsibilities:

• Manage a portfolio of business clients across a variety of industries and entity structures.
• Prepare and review financial statements and income tax returns for individuals, companies and trusts.
• Manage client workflow and ensure work is completed accurately and efficiently.
• Review work prepared by junior accountants and provide guidance and support.
• Handle complex tax matters, including Division 7A, trust distributions and multi-entity structures.
• Identify opportunities for business advisory and value-add services.
• Build strong client relationships and deliver proactive, commercially focused advice.
• Work collaboratively with Partners, senior leaders and the wider accounting team.

This is an exciting opportunity to join a growing, advisory-focused accounting firm where you can develop your leadership skills, build meaningful client relationships and play an active role in business advisory.

The opportunity:

Working closely with a Partner and Senior Client Account Manager, you will manage a diverse portfolio of business clients, oversee workflow and mentor junior team members, with the opportunity to progress into a Client Account Manager role.

You'll join a collaborative team within a growing financial services business that values innovation, professional development and delivering outstanding client outcomes.

Key responsibilities:

• Manage a portfolio of business clients across a variety of industries and entity structures.
• Prepare and review financial statements and income tax returns for individuals, companies and trusts.
• Manage client workflow and ensure work is completed accurately and efficiently.
• Review work prepared by junior accountants and provide guidance and support.
• Handle complex tax matters, including Division 7A, trust distributions and multi-entity structures.
• Identify opportunities for business advisory and value-add services.
• Build strong client relationships and deliver proactive, commercially focused advice.
• Work collaboratively with Partners, senior leaders and the wider accounting team.

About you:

• CA or CPA qualified, or nearing completion.
• At least 5 years' experience within public practice accounting.
• Strong technical knowledge of financial statements, tax compliance and advisory.
• Experience with Division 7A, trust distributions and multi-entity clients.
• Excellent communication and relationship-building skills.
• A proactive, organised and team-oriented approach.
• A genuine interest in business advisory and helping clients achieve their goals.
• Ambition to develop into a client management and leadership position.

What's in it for you?

• Clear career progression towards Client Account Manager.
• Hybrid working arrangements.
• Mentoring and financial support for professional development.
• Weekly technical training and ongoing learning opportunities.
• Financial incentives for bringing in new business.
• Exposure to a diverse client base and a broad range of advisory services.
• A supportive, collaborative and social team environment.
• A paid day off on your birthday.
• The opportunity to make a real impact within a growing business.

About the firm:

Based in South Melbourne, this established and expanding financial services business has a team of 50+ professionals across four Victorian offices. With a strong focus on advisory, technology and innovation, the firm provides integrated services across business improvement, financial advice, bookkeeping, SMSF and lending.

The culture encourages collaboration, fresh ideas and continuous development, giving ambitious accountants the opportunity to grow their technical expertise, strengthen client relationships and build a long-term career.

Interested?

If you're an experienced Public Practice Accountant ready to step into a more senior role with genuine progression opportunities, we'd love to hear from you.

If you’d like to learn more, please apply via the button below or contact Alana Collins on (03) 9077 7*** or *************@engagepersonnel.com.au for a confidential discussion.

All applications will be treated with strict confidentiality

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