Senior Accountant

Description:

Department: Tax & Business Services
Location: Melbourne
Reporting To: Partner
About the Firm:
Join our client, a well-established two-partner firm, recognised as one of the Top 50 accounting firms. With a team of 50 highly experienced professionals, the firm stands apart by maintaining a fully local workforce, with no offshore teams.
The firm fosters a supportive and accessible work environment, offering free parking for staff and being conveniently located near public transport. Unlike many firms, this business does not hire graduate accountants; instead, the most junior team members join with a minimum of three years’ experience. This commitment to expertise has contributed to an impressive record of no staff turnover.
Since its inception, the firm has grown organically, never relying on business acquisitions. Operating without a rigid hierarchy, the firm promotes team members based on performance and results rather than tenure. What truly differentiates our client is their strong commercial presence.
Client Portfolio:
The firm works with medium to large family business groups across various industries. Many clients are wealthy, first-generation families actively managing their businesses and planning for succession to the second generation.
With total client assets ranging from $10 million to over $1 billion (an average of $20 million to $70 million), the firm serves a portfolio of 250 highly engaged businesses.
Each accountant is responsible for their own client portfolio, managing 8-10 clients and becoming deeply involved with business operations from day one.
Workplace & Culture:
The firm fosters a highly collaborative environment where accountants work closely with their peers, managers, and partners. It is dedicated to professional growth and training, with monthly in-house tax banter training sessions. What more could you ask for?
Known for their commitment to rewarding performance, salary reviews occur frequently, with structured assessments at 3, 6, and 12 months during the first year.
The successful candidate will be allocated a portfolio that may include a mix of new and existing clients, ensuring a diverse and engaging workload.
Responsibilities:

• Manage a portfolio of 8-10 medium to large clients, providing comprehensive tax and business advisory services.
• Build and maintain strong client relationships, acting as the main point of contact for all client matters.
• Prepare and review financial statements, tax returns, and compliance documentation for clients.
• Advise clients on tax planning, succession planning, and business structuring to meet both short- and long-term objectives.
• Work closely with clients to understand their business operations and identify opportunities for efficiency improvements.
• Ensure timely and accurate delivery of all client services while maintaining the highest standards of professional excellence.
• Collaborate with team members, managers, and partners to deliver integrated, client-focused solutions.
• Stay up-to-date with changes in tax legislation and industry best practices, applying this knowledge to benefit clients.
• Participate in regular team meetings, contributing ideas and insights to improve processes and client service.
• Manage billing and collection of fees within agreed timelines.
• Assist in the mentoring and training of junior staff, providing guidance and support for their development.
• Participate in internal projects and initiatives to enhance the firm's overall service offering.

About Us – Integrate Recruitment:
We are actively working on several roles within the accounting sector that aren’t advertised. If you have any questions or would like to hear about other opportunities we have, please contact me directly to learn more.
Phone: 0452 397 300
Email: chris@integraterecruitment.com.au