22 Aug
|
Businessdepot
|
Australia
22 Aug
Businessdepot
Australia
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 robust 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 excellent 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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J-18808-Ljbffr
📌 Manager Tax, Smsf + Hnw Clients Queensland (Australia)
🏢 Businessdepot
📍 Australia