Intermediate Accountant | Public Practice | Melbourne
Vor 2 Tagen
About the Firm CA / CPA public practice offering Accounting, Financial Planning and Bookkeeping services. Work with an impressive client base : HNW individuals, small–medium businesses, trusts and complex family groups. Modern systems including Xero, APS and Excel. Strong emphasis on training, development, integrated advice and long-term career growth. The Role As an Intermediate Accountant, you will be involved in both client-facing and technical work, supporting clients day-to-day and building strong advisory capability. Client Interaction & Experience Work closely with clients, proactively updating them, answering queries and creating a memorable client experience. Run client meetings for individuals and smaller business clients. Conduct pre-meeting calls, needs analyses and prepare agendas, slide decks and meeting materials. Attend client meetings, often shadowing a Senior Adviser to develop your advisory and communication skills. Advisory & Collaborative Work Assist with advisory engagements including tax planning, cashflow and forecasting models. Support and attend performance management meetings and assist in preparing business valuations. Work collaboratively within the Integrated Advice Team to deliver client recommendations consistently and professionally. Understand bookkeeping fundamentals and review live accounting data files. Technical Responsibilities Prepare tax returns, financial statements, BAS and related working papers and documentation. Gain exposure to GST, CGT, FBT, Div7A and other complex tax matters. Reconcile accounts including loan accounts and R&D offsets. Consolidate family groups with complex structures and inter-entity transactions. Liaise with clients, the ATO and external parties to manage queries and compliance. Workflow, Compliance & Process Improvement Manage job planning, file notes, checklists, engagement letters, fee agreements and invoicing. Follow internal systems and contribute to continuous improvement of processes, ensuring high-quality, compliant and “next practice” standards. Benefits Leave purchase options. CA / CPA support – fees reimbursed upon passing + mentorship + training leave. Outstanding mentorship and structured training program. Friday night socials + active social committee. Two major annual events (EOFY + End of Year). Strong client exposure and real development in both advisory and technical work. What We’re Looking For Bachelor’s degree in Business, Commerce or Finance. CPA / CA studies commenced.. 2+ years’ experience in a similar public practice accountant role. Strong communication skills and a genuine interest in both client interaction and technical growth. Someone proactive, collaborative and eager to develop into an advisory-focused accountant. If you would like to know more, please send your resume through the APPLY button. Alternatively, you can contact Natalia Patel at If this opportunity isn’t quite what you’re looking for, please feel free to reach out - we have many more roles available that aren’t currently advertised. All communication will be strictly confidential. #J-18808-Ljbffr
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