Advisor/ Accountant

Advisor – Lineage Group

Lineage Group is seeking an Advisor to join our team and play a key role in delivering exceptional client services, fostering innovation, and improving processes. In this role, you’ll advise a high-net-worth family and businesses on tax and accounting matters while driving engagement excellence.

Salary package $88,000 - $95,000

Key Responsibilities:

• Prepare financial statements, and tax compliance to ensure high-quality service delivery.

• Review financial performance and make recommendations for improvements.

• Maintain and continuously improve internal control structures.

• Mentor junior team members and provide constructive feedback.

• Handle moderately complex compliance tasks and review team members’ work.

• Contribute to advisory boards, family councils, and outsourced Family Office services.

• Manage client relationships and ensure service delivery.

Qualifications & Skills:

• Degree qualified required and wanting to progress a Chartered Accountant (CA) or CPA qualification.

• Strong knowledge of tax and accounting principles.

• Excellent verbal communication and problem-solving skills.

• Ability to work effectively with the client and in teams and collaborate effectively.

If you're ready to take on a specialist role with a focus on client excellence and professional growth, apply today!