Associate Adviser

About Us

Were a progressive accounting tax and advisory practice that helps shape a better future for businesses and families. Our focus is on your interests and ambitions and removing complications that inhibit your success and well-being.

A focus on advice excellence continuous improvement and capitalising on useful technology keeps us moving ahead. While relationships built on genuine interest empathy and care develop valuable and lasting partnerships. This is the foundation of our team culture and drives our purpose of improving life for successful people.

About the Role

Were seeking a proactive and ambitious Associate Adviser to provide dedicated support to one of our senior Client Advisers. This is a unique opportunity to work one-on-one with a top-performing adviser who manages one of the largest and most complex client portfolios in the practice.

Youll play a pivotal role in delivering high-quality advisory services managing offshore resources and developing your career in a collaborative and forward-thinking environment. This role is ideal for someone who is ready to take the next step in their career with a clear pathway to progression and exposure to high-value clients ranging from family offices to ultra-high-net-worth groups.

Responsibilities

Provide high-quality support to a Client Adviser managing a portfolio of high-value and complex client groups.

Partner with a dedicated offshore accountant to ensure productivity quality and efficient delegation.

Assist in delivering strategic advice managing compliance obligations (especially ATO activity statements) and maintaining strong client relationships.

Prepare and review financial statements and tax returns including complex group structures.

Manage client communications and ensure timely follow-up on enquiries.

Mentor and oversee junior accountants ensuring work is peer-reviewed professionally presented and meets firm standards.

Maintain accurate electronic records file notes and use firm-standard templates and workpapers.

Track daily time entries and workflow reports meeting deadlines and maintaining an efficient level of productivity.

Stay current with tax legislation rulings and industry software; meet CPD requirements through ongoing training.

Support internal initiatives contribute to service innovation and recommend process improvements.

Foster a collaborative positive team environment and actively participate in firm-wide projects.

Provide regular feedback to management and maintain a tidy paper-light workspace.

Your Experience

CA qualified with approximately 5 years of post-qualification experience ideally in a Business Advisory setting.

Proven ability to manage complex client work and collaborate effectively with senior professionals.

Strong relationship-building demonstrating strong emotional intelligence.

Confident and capable communicator with a proactive mindset.

Experience managing or working with offshore teams is highly regarded.

Candidates from mid-tier or Big 4 advisory backgrounds are strongly encouraged to apply.

What Will Set You Apart

A clear vision for your career and a desire for development.

Maturity and emotional intelligence to thrive in a high-performing collaborative team.

Ability to manage complexity and contribute meaningfully to client outcomes.

Strong technical skills paired with a genuine interest in relationship management.

Alignment with our values of transparency shared ownership and trust.

How to Apply

Please submit an expression of interest by selecting the apply now button and completing the online application form. You will be required to provide references and proof of your right to work in Australia during the interview process.

If you have any questions please contact our Talent Partner

No recruitment agencies thank you.

Required Experience:

IC