Financial Expert
1 week ago
About this role
We are seeking a seasoned financial expert to join our team in Melbourne.
This is a compliance-focused position with a strong business advisory component, ideal for someone who enjoys working with corporate clients and wants to grow into a trusted advisor role.
The accounting team is supportive and professional, with a good mix of experienced team members and junior staff. You will be supported to continue developing your skills, particularly in advisory, if that's a direction you'd like to go.
Key Responsibilities:
- Preparing and reviewing compliance work for companies, trusts, and individuals
- Supporting outsourced accounting staff and reviewing their work
- Liaising with clients over phone and email
- Assisting with tax planning, structuring, and advisory work alongside senior team members
- General client management, queries, and ongoing relationship support
Requirements:
- Around 5 years of experience in a public practice accounting firm
- Strong compliance background (especially with companies and trusts)
- A desire to engage more with clients and step into an advisory space
- Confidence in reviewing others' work and helping to manage workflow
- Familiarity with Xero, XPM, and ideally FYI Docs (though not essential)
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