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 $85,000 - $90,000

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!