Careers

We are a converged firm offering advisory, financial planning, accounting, and SMSF services, staffed by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

As a result of continued growth, we are looking for an experienced CSO who will support our advisors through the implementation of compliant advice, ensuring all client needs are met in a timely and professional manner. This pivotal role is responsible for managing and enhancing relationships, as well as;

• Acting as the primary point of contact for clients, resolving queries and requests.
• Coordinating the team’s workload and reviewing all ROA and SOA documents for advisors.
• Liaising with internal and external stakeholders to ensure the smooth delivery of services.
• Ensuring compliance with regulatory requirements, and maintaining up-to-date records.
• Providing administrative support to advisers, including scheduling and preparing for client meetings; and
• Assisting in projects for process improvement, technology, and client experience.

 Our ideal candidate is:

• Results-driven and passionate. You care about helping your clients achieve their goals and deliver great customer service.
• Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments.
• In the people business. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes.
• Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm.

Skills & Experience:

• 5 years of experience within the Financial Planning industry
• 2+ years experience in a similar role
• Formal qualifications in Financial Planning
• Exceptional communication and relationship management skills
• Previous experience using XPLAN
• A desire to learn, share your knowledge and progress

Why work with us? 

‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members. We also offer;

• A fun, supporting and inclusive culture,
• Attractive remuneration package with clear KPIs and reviews,
• On the job, internal and external training to develop your technical, business, and personal skills,
• Diverse range of benefits including additional annual leave, active social committee, and wellbeing initiatives,
• The opportunity to be a part of a converged firm delivering integrated services to our clients; and
• A workplace conscious of its environmental and community footprint.

If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you.

We believe success is achieved from the accumulative investment we make in the development of our team members.

‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members.

We are a converged firm offering advisory, financial planning, accounting, and SMSF services, resourced by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

As a result of continued growth, we are looking for a Senior Accountant to join our firm.  This is an excellent opportunity for seasoned professional with a robust technical background, effective supervisory skills, and the ability to manage a portfolio of entities including companies, trusts, self-managed super funds, partnerships, and individuals. In addition, this role will;

• Review and finalise tax compliance work prepared by other accountants
• Manage workflow and build relationships with client base
• Provide solid commercial guidance while ensuring compliance with accounting standards.
• Prepare complex tax work, including Div7A, CGT and FBT
• Excellent computer and IT skills, with proficiency in cloud-based accounting systems, including Xero and FYI.
• Participate in the knowledge sharing and development of undergraduates, graduates and accountants.

Our ideal candidate is:

• Results-driven and passionate. You care about helping your clients achieve their goals and deliver great customer service.
• Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments.
• In the people business. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes.
• Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm.

Skills & Experience:

• Degree qualified accountant with a minimum of 5 years’ experience, ideally in a public practice tax and advisory role.
• Demonstrated ability to display critical thinking, analytical and problem-solving skills.
• CA or CPA qualified or in the process of completing the designation.
• Excellent attention to detail and accuracy.
• Strong communication and interpersonal skills.
• Ability to manage your time and work independently
• Eagerness to learn and develop professionally.

We also offer;

• A fun, supporting and inclusive culture,
• Attractive remuneration package with clear KPIs and reviews,
• On the job, internal and external training to develop your technical, business, and personal skills,
• Diverse range of benefits including flexible working arrangements, active social committee, and wellbeing initiatives,
• The opportunity to be a part of a converged firm delivering integrated services to our clients; and
• A workplace conscious of its environmental and community footprint.

If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you. To learn more about us go to https://obbc.com.au/ and forward your CV to hr@obbc.com.au

We are a converged firm offering advisory, financial planning, accounting, and SMSF services, resourced by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members.

We are looking for a Client Service Administrator to provide excellent customer service to internal and external customers. As the first point of call for our clients, professionalism and personability coupled with a confidential and sensitive approach to work are crucial for success in this role. This role will be working closely with Directors and Senior Management, and execute a variety of administrative functions including;

• Maintaining and updating the client database accurately, acting as the main custodian of client records.
• Liaising with third parties through various channels, including email, phone, and in-person interactions
• Managing ATO and ASIC lodgements, ensuring all compliance requirements are met.
• Organising correspondence and communications efficiently and professionally.
• Maintaining and updating the client database accurately, acting as the main custodian of client records.
• Collaborating across teams to cultivate a positive, supportive culture, and
• Assisting with ad hoc projects and events as requested by Operations.

 Our ideal candidate is:

• Results-driven and passionate. You care about helping your colleagues and clients achieve their goals and deliver great customer service.
• Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments.
• In the people business. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes.
• Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm.

Skills & Experience:

• 1 + year experience in a fast-paced customer facing role
• Proactive approach to learning new skills, taking on new tasks and developing professionally.

• Strong verbal and written communication skills, with the ability to interact professionally with clients and team members
• Excellent organisational and time management skills, with the ability to manage multiple tasks and prioritise effectively
• Tech-savvy and can learn and embrace new technology
• Ability to work collaboratively in a team environment and build positive relationships with clients and colleagues.
• Proficiency in Microsoft Office Suite, particularly Excel.

We believe success is achieved from the accumulative investment we make in the development of our team members. We also offer;

• A fun, supporting and inclusive culture,
• Attractive remuneration package with clear KPIs and reviews,
• On the job, internal and external training to develop your technical, business, and personal skills,
• Diverse range of benefits including additional annual leave, active social committee, and wellbeing initiatives,
• The opportunity to be a part of a converged firm delivering integrated services to our clients; and
• A workplace conscious of its environmental and community footprint.

If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you.

‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members.

We are a converged firm offering advisory, financial planning, accounting, and SMSF services, resourced by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

As a result of continued growth, we are looking for a Graduate Accountant to join our firm.  This is an excellent opportunity for a recent graduate to gain hands-on experience in the preparation of Financial Reports to assist our clients meet their needs.  In addition, this role will provide opportunities to learn how to;

• Maintain accurate client and financial records.
• Reconcile bank statements and accounts.
• Assist clients meets their compliance obligations.
• Collaborate with team members on various accounting projects; and
• Provide administrative support to the Senior Accountants as needed.

 Our ideal candidate is:

• Results-driven and passionate. You care about helping your clients achieve their goals and deliver great customer service.
• Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments.
• In the people business. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes.
• Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm.

Skills & Experience:

• Bachelor’s degree in Accounting, Commerce or Business or a related field.
• Demonstrated ability to display critical thinking, analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Eagerness to learn and develop professionally.

We believe success is achieved from the accumulative investment we make in the development of our team members. We also offer;

1. A fun, supporting and inclusive culture,
2. Attractive remuneration package with clear KPIs and reviews,
3. On the job, internal and external training to develop your technical, business, and personal skills,
4. Diverse range of benefits including additional annual leave, active social committee, and wellbeing initiatives,
5. The opportunity to be a part of a converged firm delivering integrated services to our clients; and
6. A workplace conscious of its environmental and community footprint.

If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you.