The primary focus of the position is the preparation, management and review of compliance work across a diverse portfolio of clients. While there will be some direct client interaction, this is not a heavily advisory-focused role. We are looking for someone who enjoys technical accounting and taxation work, takes pride in producing quality outcomes and can help drive consistency and excellence across our compliance function. The role provides an opportunity to work with interesting clients, complex structures and experienced professionals while building a long-term career within a growing firm.
Key responsibilities
Prepare and review financial statements and income tax returns
Prepare and review BAS, IAS and other compliance obligations
Manage compliance requirements for companies, trusts, partnerships, self-managed superannuation funds and individuals
Assist with tax planning and year-end tax strategy implementation
Identify taxation risks, opportunities and areas requiring further advice
Ensure work is completed accurately and within agreed timeframes
Maintain high-quality workpapers and documentation
Manage an allocated portfolio of clients and compliance deadlines
Monitor workflow and proactively communicate capacity or timing issues
Review work completed by junior team members where appropriate
About you
CA or CPA qualification
Five or more years experience in Australian public practice
Strong knowledge of Australian taxation and accounting requirements
Experience preparing and reviewing complex compliance work
Solid organisational and time management skills
Excellent attention to detail
A collaborative approach and willingness to support teammates
Strong written and verbal communication skills
A practical, solutions-focused mindset
A desire to continually learn and improve
About us
Finspective is a growing accounting, lending and advisory business with offices in Ballarat and Torquay. We work with business owners, property investors and families across a wide range of industries, helping them make better financial decisions and achieve both their financial and lifestyle goals. Accounting and taxation are at the core of what we do, supported by lending, wealth creation and broader advisory services. Our clients range from local family businesses through to larger and more complex groups with multiple entities, investment structures and significant compliance requirements. We build long-term relationships with our clients and take pride in delivering practical, high-quality advice and service. We are a team of good people who care about our clients, enjoy working together and are committed to continuous improvement.
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