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Senior Financial Leader

2 months ago


Ballarat, Victoria, Australia Calidus Group Full time
About Calidus Group

We are a reputable international accounting firm that prides itself on developing its staff and connecting them to a network of global resources.

The Role

We are seeking a Senior Financial Leader who enjoys face-to-face interaction with clients, managing their own portfolio, and has an appetite for leadership. Your portfolio size will be determined based on your ability and experience, with a focus on ensuring opportunities are presented to work on larger, more complex clients for those who have a longer-term goal of Partnership.

Key Responsibilities
  1. Managing a portfolio of clients from various industries, with a focus on Agribusiness and high-net-worth individuals.
  2. Preparing and reviewing financial statements, tax returns, and BAS/IAS for companies, trusts, individuals, and sole traders.
  3. Providing general accounting and tax planning advice to clients.
  4. Mentoring and training junior team members.
  5. Client-facing and ability to work autonomously.
About You
  1. Completion of a Certified Practising Accountant (CPA) or Chartered Accountant (CA) qualification, or overseas equivalent.
  2. Minimum 3+ years' experience in an Australian public practice firm.
  3. Competency with software including Xero and QuickBooks.
  4. Ability to build rapport, be client-facing, and service-oriented.
  5. Excellent written and verbal communication skills.
Culture and Benefits

We offer a collaborative team environment, flexible working arrangements, and a range of benefits to support your career development and work-life balance.

  1. Flexible working arrangements focused on work-life balance.
  2. Monthly CA tax training and yearly national conference.
  3. Young, family-friendly, and collaborative team environment.
  4. Regular social events.
  5. CA study leave and financial support, including optional Masterclasses.
  6. Secondment opportunities.