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:
• Explicit 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 opportunity appeals to you. [email protected]

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