BOOK APPOINTMENT

well established and here for you

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 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

Established

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Years

Offices

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Locations

Clients

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Clients

The Partners

Panbo Ye

Founding Partner

Esther Gu

Partner

Open positions

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

Please email you resume to [email protected] after completing this form.

+612 8318 1545
[email protected]

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