21 Aug
|
Businessdepot
|
Queensland
21 Aug
Businessdepot
Queensland
Job Description
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- Manage a portfolio of HNW individuals, family groups, and SMSF clients.
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- Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.
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- Work closely with a Director to deliver accurate and timely year-end financials and tax returns.
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- Build robust, trusted client relationships and become their go-to advisor.
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- Review work prepared by others, provide guidance and coaching, and support junior team development [level dependent].
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- Identify opportunities to add value, improve client outcomes, and contribute to broader advisory discussions.
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- Experience in public practice accounting, with strong technical knowledge across personal tax, trusts, investment entities, and areas such as Div7A.
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- Strong personal tax experience.
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- SMSF experience is highly regarded, or a genuine interest in developing your expertise in this area.
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- Strong attention to detail and pride in delivering quality work.
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- Confidence communicating with clients and explaining complex matters in a practical way.
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- A collaborative, down-to-earth approach to your work.
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- Leadership experience, or a desire to grow in this area.
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- And importantly – you enjoy building relationships and delivering a great client experience, not just processing work.
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- A specialist role focused on HNW and SMSF client work.
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- A high level of client exposure and relationship ownership.
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- A collaborative team and direct support from experienced Directors.
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- A mix of hands-on technical work and client engagement.
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- A modern, vibrant office on James Street with flexibility where needed.
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📌 manager - tax, SMSF + HNW clients (Queensland)
🏢 Businessdepot
📍 Queensland