About the client
Our client is an award-winning Melbourne financial lifestyle firm helping ambitious young professionals and growing businesses build real wealth without putting life on hold. What sets them apart is bringing financial advice, mortgage broking and accounting together under one roof, delivered in a way that is genuine, energetic and refreshingly human. Their accounting and tax arm is the newest and fastest-growing part of the business, and they are looking for someone to help build it.
About the role
They are looking for an accountant to work alongside their existing accountant and directors, sharing the client accounting workload while also supporting the internal finance operations of the wider group. It is a genuine ground-floor opportunity to grow with a business that is scaling quickly, in a business where the advice, lending and accounting teams work closely together.
What you'll be doing
Preparing individual and small business tax returns, and running client tax return meetings
Supporting client bookkeeping, reconciliations, BAS, GST and general compliance work
Preparing financial reports, management reporting, budgets and forecasts
Contributing to the internal finance operations of the group, including reporting,



accounts payable and receivable, and record keeping
Proactive tax planning that helps clients look ahead, not just report after the fact
Helping improve templates, systems and processes as the practice grows
What you'll bring
Accounting experience in public practice or professional services
Confidence talking to clients and explaining things simply
Comfort running individual tax return meetings, or the drive to be trained up to that point
Strong attention to detail, good organisation and a proactive, eager-to-learn attitude
Experience with Xero, MYOB or QuickBooks
CA or CPA qualified, or working towards it
What's on offer
A rare ground-floor role in an accounting practice that is growing fast, with room to help shape it
up to $100,000 + super
Exposure across the wider group, including financial advice and mortgage broking, which you would not get in a standard public practice role
A explicit path to grow, with scope to take on more responsibility over time and share in the practice as it scales
A young, social and supportive culture that is flexible and hybrid friendly, based in a great South Melbourne office
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📌 Tax Accountant (Melbourne)
🏢 Atlas Partners
📍 Melbourne