Advisor – Lineage Group

Lineage Group is seeking an Advisor to join our team and play a key role in delivering exceptional client services, fostering innovation, and improving processes. In this role, you’ll advise a high-net-worth family and businesses on tax and accounting matters while driving engagement excellence.

Salary package $88,000 - $95,000

Key Responsibilities:

- Prepare financial statements and tax compliance to ensure high-quality service delivery.
- Review financial performance and make recommendations for improvements.
- Maintain and continuously improve internal control structures.
- Mentor junior team members and provide constructive feedback.
- Handle moderately complex compliance tasks and review team members’ work.
- Contribute to advisory boards, family councils,



and outsourced Family Office services.
- Manage client relationships and ensure service delivery.

Qualifications & Skills:

- Degree qualified required and wanting to progress a Chartered Accountant (CA) or CPA qualification.
- Solid knowledge of tax and accounting principles.
- Excellent verbal communication and problem-solving skills.
- Ability to work effectively with the client and in teams and collaborate effectively.
- If you're ready to take on a specialist role with a focus on client excellence and professional growth, apply today!

📌 Accountant/ Advisor (Melbourne)
🏢 Lineage Group
📍 Melbourne