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Carnegie Financial Services
About the Role At Carnegie, we believe 90% of great accounting is relationship management — you bring the technical skill, we'll help you become the trusted advisor. This role is heavily client-facing from day one. Yo…
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About the role
At Carnegie, we believe 90% of great accounting is relationship management — you bring the technical skill, we'll help you become the trusted advisor. This role is heavily client-facing from day one. You'll learn to manage your own portfolio, build long-standing relationships that lead to referrals and repeat business, and work alongside our specialised service hubs (Lending, Compliance, Strategic Business, Strategic Investment) to deliver real outcomes for clients.
Key Responsibilities:
Own a portfolio of clients, acting as their trusted point of contact and building relationships that last
Prepare financial statements, tax returns and management accounts with accuracy and initiative
Proactively identify tax planning, compliance and business improvement opportunities for clients — we don't wait to be asked
Communicate clearly and set expectations with clients — a returned call beats a dodged one, every time
Collaborate across our service hubs so clients get the right expertise, not just your best guess
Train and mentor junior team members, helping bring them up to speed technically and with clients
Act as direct support to Managers, and occasionally Partners, on day-to-day matters
Take ownership of your work and your development, with support from Senior Managers and mentoring from firm leadership
Contribute in team meetings — share what you've learned, technically and with clients
CA/CPA qualified, or actively completing your CA/CPA program
3-5 years' experience in public practice / professional services accounting
Demonstrated technical proficiency across:
Preparation and review of financial statements for companies, trusts, partnerships and SMSFs
Income tax returns and tax planning across multiple entity structures
BAS/IAS preparation and lodgement, and broader ATO compliance
Current Australian Accounting Standards and relevant tax legislation
Proficient with Xero and XPM; exposure to other practice management or accounting software highly regarded
A natural communicator who enjoys direct client contact — you know that being the smartest person in the room means nothing if you can't communicate it
Proactive and solutions-focused — you'd rather get ahead of an issue than react to it
Comfortable taking ownership of a portfolio and accountable for the outcomes
A team player who takes feedback as a privilege, not a criticism
Genuinely curious about people and business, not just numbers
We're not a traditional accounting firm where your career is determined by tenure — your career is in your hands, and we'll set you up for success
A defined pathway — Entry, Developing, Proficient, Senior, Leadership — with transparent criteria for what "next level" looks like, not guesswork
Discretionary pay reviews based on performance and growth, not locked into a once-a-year cycle
Work from home one day per week after probation
Regular 1:1s with firm leadership to track your progress and shape your future here
Direct access to clients and mentoring from senior staff from day one
A firm genuinely investing in people, systems and structure to grow sustainably — not growth for growth's sake
A collaborative, energetic culture built around ownership and opportunity
Competitive salary, reflective of experience and growth trajectory
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