Our client is an impressive innovative Wealth+ Investments/Financial Advisory Group with a 20 years’ success providing holistic services to local+ international clients including:
In this KEY leadership role, reporting to the CEO (with outstanding multiple credentials), you will enjoy the autonomy/freedom+ satisfaction+ rewards of:
- Building fulfilling relationships+ interacting with a broad range of clients (approx 50% very successful ‘high net worth’ sophisticated investors );
- Preparing accounts, financial statements, electronic working papers, BAS/annual GST returns and income tax returns for: 1)individuals; 2) SMSFs (self-managed super funds); 3)companies; and 4) trusts;
- Liaising with ASIC and ATO [regarding assessments, payments, penalties and remissions, queries and other matters that may arise];
- Managing+ advising on all compliance/administrative requirements and lodgement deadlines for clients;
- 2 junior tax accountants;
WHAT’S IN IT FOR YOU?
- BENEFIT FROM +INHERIT the outstanding reputation+ proven 20+ years’ success of this 1st-Class investments management/financial advisory firm;
- An impressive senior executive leadership team (with cumulative experience >200+ years) committed to staff development+ success;
- Learn from top mentors (CEO is a CPA+ Tax Institute fellow+ property/stock/business agent+ property developer/investor +investments manager with a 33+ years’ stellar career)+ a winning team;
- Extra bonuses/incentives $$ for high performance;
- Perfect timing- be part of the next GROWTH phase….exciting future;
- Freedom+Control to ‘own’ your role and manage client relationships;
- Step into a hands-on LEADERSHIP role with your own team;
- Refreshing culture- entrepreneurial+ innovative+ committed to excellence/ongoing learning and improvement+ high ethics+ close-knit TEAM+ friendly down-to-earth.
- Gorgeous office- contemporary+bright+amazing views+ close to trains/buses/shops;
- Family/life friendly.
WHO YOU ARE
We are interested in hearing from you if you:
- Have a degree in accounting/commerce/business or similar +are fully CA/CPA qualified;
- have a minimum of 4 years or MORE TAX accounting experience preparing tax returns & financial statements for individuals, SMSFs, Companies, Trusts [all essential];
- have strong technical knowledge+ practical application of Australian income tax law/regulations;
- have solid Microsoft Office (Word/Excel) skills+ have used CLASS SUPER and XERO [both essential];
- can work autonomously, manage your own clients+ are highly results and deadline-driven;
- desire a long-term hands-on LEADERSHIP role with a leading growing specialist wealth/investments manager/financial advisory firm.