Are you a FINDER and not just a GRINDER?

Certum Advisory is a Geelong-based accounting and business advisory firm seeking an experienced Accountant / Assistant Client Manager to join our team.

Our mission is to influence the life and business of all who pass our way by providing Certainty, Innovation & Avenues to Wealth.

This is an opportunity to move beyond a traditional compliance role. Working closely with the Principal, you will, prepare and analyse client data, build trusted relationships and progressively develop your business advisory and client-management capabilities

.

Benefits

- Lifestyle Opportunity
- Competitive compensation and transparent salary structure.
- Professional development opportunities: training, certifications, and mentorship.
- Supportive, team-oriented workplace culture.
- Potential Hybrid Role.
- Regular performance reviews with feedback and salary review cycles.
- Exposure to a variety of clients and projects to broaden experience.

-

Career Progression:

- Clear pathways for advancement—progress to senior client manager
- Individual development plans tailored to each employee’s career goals.
- Opportunities to take on special projects or leadership responsibilities as skills develop.

-

The Role

As an Accountant / Assistant Client Manager, you’ll support our Senior Client Managers in managing client relationships, overseeing project delivery, and ensuring client satisfaction. You’ll work closely with clients and internal teams, gaining hands-on experience across accounting, tax, and advisory services.

Key responsibilities





- Assist in managing client relationships and addressing client queries
- Prepare financial statements, tax returns, Business Activity Statements and tax-planning strategies
- Report on business performance and areas for growth
- Support a portfolio of individuals, companies, trusts, partnerships and SMSFs
- Manage the SMSF function including direct liaison with clients and auditors
- Setup and train clients in the use of Xero Accounting Software
- Provide genuine advice on buying & selling a business
- Identify opportunities to improve client performance, cash flow, business performance and taxation outcomes
- Manage assigned work to agreed deadlines, budgets and quality standards
- Contribute to the growth and future direction of Certum Advisory

-

About you

You will ideally have:

- Three to five years’ Australian public practice experience, in a client facing role
- A relevant tertiary qualification in Accounting, Finance or similar
- Progress towards CPA, CA or an equivalent professional qualification
- Experience preparing financials and tax returns across all entity types
- Strong client communication and relationship-management skills
- Strong technical skills and attention to detail
- Proficiency in accounting software (e.g., Xero, MYOB, QuickBooks) and Microsoft Office
- Expertise with BGL 360 SMSF Sofware
- Commercial curiosity, initiative and a commitment to professional development

-

Please submit your résumé and a brief covering letter outlining your public practice experience and why this prospect appeals to you. [email protected]

📌 Accountant / Assistant Client Manager (Geelong)
🏢 Certum Advisory
📍 Geelong