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Become One Of The Ideas

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Meet Our People

We started at a shared office back in 2016. Since, we have founded Tax Ideas; Planning Ideas; Finance Ideas and Ideas Academy. Yes, We are The Ideas.

We can help you in:

We are looking for top talent to join our integrated teams, who will contribute to our clients and build their future! 

This is a career, not a job!

The Ideas Numbers

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Panbo Ye | Partner

Esther Gu | Partner

Open Positions

Please email you resume to [email protected]

Senior Accountant

$75k – $85k package

On Offer

  • Structured Career Path (to become an expert in a specialised area, OR, work for yourself with your own client base)
  • Regular salary reviews
  • Supportive culture
  • Paperless office with an emphasis on modern accounting software
  • Exposure to quality clients

About the role:

  • Preparation of returns and Financial Statements for Trusts, Partnerships and Companies.
  • Provision and research of taxation advice.
    Preparation of forecasts and budgets.
  • Prompt and effective communication with clients through emails, phone calls and meetings.
  • Review of BAS’s and IAS’s.
  • Training of new graduates and/or co-workers.
  • Management of personal work-flow.

Requirements:

  • 4-5 years of experience within a public practice accounting firm.
  • Commerce related degree.
  • Completion of CA/CPA qualifications.
  • Strong problem solving and workflow planning skills.
  • Strong communication skills.
  • Proficiency with Xero and XPM(desirable).
  • Ability to work well within a team environment.

Associate Financial Planner

$75k – $85k package

On Offer

  • Structured Career Path (to become an expert in a specialised area, OR, work for yourself with your own client base)
  • Regular salary reviews
  • Supportive culture
  • Paperless office with an emphasis on modern accounting software
  • Exposure to quality clients

About the rule:

  • Successfully develop and maintain client relationships.
  • Conduct regular client meetings.
  • Onboard clients.
  • Solve complicated financial planning, estate, tax and retirement issues.
  • Prepare and make recommendations for client financial plans.
  • Delegation of non-advisory follow up work to the client services team.

Requirements:

  • RG 146 Compliant and Diploma in F.P.
  • Minimum 2 years financial planning experience.
  • Experience in Superannuation and Insurance product and strategy advice is a must.
  • Strong communication and negotiating skills.
  • Excellent track record of compliance performance
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