About the clientOur 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 roleThey 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 doingPreparing individual and small business tax returns, and running client tax return meetingsSupporting client bookkeeping, reconciliations, BAS, GST and general compliance workPreparing financial reports, management reporting, budgets and forecastsContributing to the internal finance operations of the group, including reporting,



accounts payable and receivable, and record keepingProactive tax planning that helps clients look ahead, not just report after the factHelping improve templates, systems and processes as the practice growsWhat you'll bringAccounting experience in public practice or professional servicesConfidence talking to clients and explaining things simplyComfort running individual tax return meetings, or the drive to be trained up to that pointStrong attention to detail, good organisation and a proactive, eager-to-learn attitudeExperience with Xero, MYOB or QuickBooksCA or CPA qualified, or working towards itWhat's on offerA rare ground-floor role in an accounting practice that is growing quick, with room to help shape itExposure across the wider group, including financial advice and mortgage broking, which you would not get in a standard public practice roleA clear path to grow, with scope to take on more responsibility over time and share in the practice as it scalesA young, social and supportive culture that is flexible and hybrid friendly, based in a great South Melbourne office
#J-*****-Ljbffr

📌 Tax Accountant (Melbourne)
🏢 Atlas Partners | Accountancy & Finance Specialists
📍 Melbourne