Accountant Business Services - Intermediate | Senior

A fantastic opportunity for a Business Services Intermediate/Senior to join an integrated financial services business which builds better worlds for affluent families. 

Innate Wealth is a leading financial services firm based in the inner west of Melbourne. It is a place to explore potential, disrupt boundaries and challenge the status quo. 

We are looking for people who can grow, think, dream and create. The current title or experience is not as important as the desire to learn, grow and support.

Our relaxed culture thrives by embracing diversity and rewarding curiosity. We seek achievers, leaders and visionaries. It is about each person bringing skills and passions to a constantly evolving landscape, whilst at all times looking for ways to enhance client outcomes. 

Today, the opportunities for growth across Innate Wealth’s business portfolio offer more potential than ever. With a clear future strategy, we are looking to assemble a team of motivated individuals who think like business leaders, are constantly tinkering and driving positive change and want to develop their own careers with a holistic financial services business. Yes, having loads of fun is also part of who we are. 

A role at Innate Wealth is a unique opportunity to be part of something special. 

Core duties include:

• Work directly with Partner, collaborating, problem solving and providing technical support. 
• Delivering and presenting solutions to clients. 
• Management of client regulatory requirements via XERO. 
• Drive internal client planning, budgeting, lodgment program and risk management protocols. 
• Assist with business development, including proposals, external presentations and networking. 
• Review of work completed (internal-external) and communication between teams | divisions. 
• Client support services to the broader team. 

You should apply if:

• You love rolling up your sleeves and getting your hands dirty. 
• You are not overawed by change.
• You are forever curious and enjoy challenging conventional norms. 
• You are an open book, collaborating and sharing.  
• You are results driven believing that everybody wins when everybody wins. 
• You hate completing timesheets. 
• You are technically competent with relevant tertiary degree and public accounting experience. 
• You thrive client interaction and relationships and ensuring high quality and valued service provided.
• You have completed or near completed your CA | CPA | CTA qualification. 
• You love working with people and committed to building a better world.
• Are a permanent Australia resident without work restriction.  
• Enjoy the freedom of structuring your own working day. 
• Love being part of part of a bigger picture, where the future is yours to write. 

You will work closely with industry leaders and be exposed to complex and challenging work. Your mission will be to understand the needs of our clients and help in the design of solutions which will allow them to live a better life.  

If you are interested in the role as advertised, please apply and be sure to include a one page covering letter that tells us a little bit more about you along with your resume detailing your experience. A copy of your academic transcript and/or achievements would also be beneficial.