We are looking for an experienced accountant to join our growing multidisciplinary financial services business and assist us in looking after an established and loyal client base.
This is not a role where you will be expected to build an accounting practice from the ground up or take responsibility for running an entire division. We already have a strong and growing client base, supported by our financial planning, legal and lending teams.
The primary focus of the role will be preparing and lodging tax returns and associated compliance work, predominantly for individuals and SMSFs, together with a smaller number of small business clients.
We also work with a number of expatriate and internationally connected clients. Previous international tax experience is not required, however there will be an opportunity for someone who is interested to gradually develop their knowledge in expatriate and cross-border tax matters alongside the broader team.
You will work within a supportive and collaborative environment with an established flow of work. We are looking for someone technically capable, dependable and comfortable managing their accounting responsibilities while becoming part of a young and growing business.
Key responsibilities
Prepare and lodge individual income tax returns
Prepare financial statements and tax returns for SMSFs
Complete accounting and tax compliance work for a smaller portfolio of companies, trusts and small business clients
Assist with tax matters for expatriate and internationally connected clients where appropriate
Manage client lodgements, deadlines and associated workflow
Liaise directly with clients to obtain information and assist with tax and accounting queries
Work alongside our financial advisers,



lawyers and lending specialists on shared client matters
Maintain accurate documentation and a high standard of client service
Assist with general accounting and tax matters arising across our existing client base
About you
We are looking for someone with solid public practice experience who can confidently manage tax and compliance work while working as part of a supportive broader team.
Ideally, you will have:
Public practice accounting experience
Experience preparing individual tax returns
Experience preparing SMSF accounts and tax returns
Experience with small business tax and accounting matters
Relevant accounting qualifications
Current Tax Agent registration, or the qualifications and relevant experience required to obtain registration
A current Public Practice Certificate, or the ability and eligibility to obtain one where required
CA, CPA or IPA membership would be well regarded
Strong attention to detail
The ability to manage lodgement deadlines and workflow
A qualified and friendly approach when dealing with clients
The ability to work independently while also enjoying being part of a team
An interest in international or expatriate tax would be welcomed, but is not essential
About us
We are a young and growing multidisciplinary financial services group providing financial planning, legal and lending services to individuals,



families and business owners.
Our accounting work is supported by an existing and loyal client base, with additional work continuing to come through our broader business.
A number of our clients have international connections, including Australians living overseas, expatriates living in Australia and clients with overseas assets or income. For someone interested in developing their technical knowledge, this provides an opportunity to gain greater exposure to international and expatriate tax over time.
Our priority is finding a capable accountant who enjoys doing good work, looking after clients and being part of a friendly and professional team.
As the business continues to grow, there will also be opportunities for the role to develop over time for someone who would like greater responsibility or broader technical exposure.
What's on offer
A secure role supported by an established and loyal client base
Competitive salary based on experience
No requirement to bring your own clients or build a book of business
A steady pipeline of accounting work generated through the broader group
Support from our financial planning, legal and lending teams
A friendly, collaborative and relatively young working environment
Autonomy over your day-to-day accounting work without the expectation of running the entire business
Exposure to expatriate and international tax matters, with the opportunity to develop in this area if it interests you
Support for an appropriately experienced candidate who is eligible to obtain the relevant professional registrations
The opportunity to grow with the firm as our accounting services expand
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📌 Tax Accountant (Melbourne)
🏢 Important Company of the Sector
📍 Melbourne