EARN a Negotiable Salary Package Based on Experience
National Financial Advisory Business in Port Macquarie
Supportive Team with Experienced Colleagues & Offshore Support
Dynamic Role with Modern Cloud-Based Tools & Systems
About the Company
Our client is a growing financial services firm with 16 offices across NSW, VIC and QLD.
They provide accounting, tax, bookkeeping, financial planning and self-managed superannuation fund (SMSF) services to a broad client base.
The business operates with modern, cloud-based tools and systems, supporting efficient workflows and collaboration across teams.
About the Opportunity
This role is focused on delivering high-quality accounting and taxation services to clients.
You will contribute to preparation, review and advisory work while maintaining solid attention to detail and consistent client communication.
Some of your responsibilities will include:
Prepare and review business and individual compliance work, including income tax returns and related schedules
Support clients with bookkeeping oversight, reconciliation review and review of financial data
Monitor work quality and ensure deliverables are completed accurately and on time
Professionally communicate with clients, including clarifying information and answering queries




Contribute to continuous improvement of processes and use of cloud-based systems
About You
The successful candidate will have:
Previous experience in a similar role with confidence working directly with clients
Relevant tertiary qualifications in accounting or a related discipline
Excellent communication skills with a professional manner
Strong attention to detail and the ability to maintain accuracy across multiple tasks
Organisational skills, with the ability to complete tasks to a high standard
Self-motivation and willingness to learn new skills quickly
A demonstrated commitment to meeting client expectations and timelines
You will also have:
Experience working in an accounting, tax or bookkeeping environment
Proficiency using cloud accounting tools and digital workflow systems
Working with an offshore team
The ability to manage priorities and work effectively within a team
A proactive approach to problem-solving and issue identification
What's in it for You?
Competitive salary
dependent on experience and performance
Career growth
supported by guidance from a highly experienced team
Supportive work environment
with a focus on teamwork and collaboration
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