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Become One Of The Ideas
Service With A Smile
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
