Accountant

9 hours ago

Melbourne, Victoria, Australia Lakeside Financial Full time $60,000 - $120,000 per year

Role Description

We are seeking an experienced Accountant
to join our existing team. You'll play a key role in managing a portfolio of PAYG and SME clients, providing high-quality accounting and tax solutions with a strong advisory focus. This role suits someone who enjoys working closely with clients, takes pride in accuracy and communication, and wants to be part of a collaborative, relationship-driven environment rather than a high-volume, transactional practice. This is a full-time, on-site role for an Accountant based in South East Melbourne.

Key Responsibilities

  • Prepare and review financial statements and income tax returns for individuals, companies, trusts, and partnerships.
  • Manage PAYG clients, including tax planning, investment structure reviews, and compliance.
  • Handle small to medium business clients — including BAS, GST, payroll, and management reporting.
  • Provide Accounting advice to our extensive database in line with the key areas of specialised advice we offer at Lakeside
  • Provide proactive tax and business advice to help clients optimise their financial outcomes.
  • Collaborate with our Risk Advisers, Financial Planning, Legal and Mortgage Advisory teams to deliver integrated client solutions.
  • Maintain strong client relationships through regular communication and value-added insights.
  • Stay current on taxation, superannuation, and business compliance changes to ensure best-practice advice.

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field. A CPA or CA qualification is preferred.
  • Proficiency in financial accounting, bookkeeping, and preparation of financial statements.
  • Strong knowledge of budgeting, forecasting, and cash flow management.
  • Expertise in tax compliance, regulatory filings, and financial audits.
  • Experience with accounting software and tools (e.g., ChatGPT, Xero, MYOB, or QuickBooks).
  • Effective communication and interpersonal skills to advise clients and collaborate with team members.
  • Strong analytical and problem-solving abilities in financial contexts.
  • Experience in the financial services industry is an asset.

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