This well-established and professional financial planning and accounting firm is dedicated to providing optimal service to its clients.
As part of their expansion, they are currently seeking a dedicated professional to join their team.The firm places a strong emphasis on the importance of both their staff and clients, ensuring a warm and friendly working environment through dedicated care and support.They are outcomes based in their approach to their client's financial needs.
They take the time to listen and understand goals and aspirations and love making a difference in their client's lives.The RoleThe management of a diverse HNW client portfolio in conjunction with the other staffReview of various compliance functions for Companies, Trusts, Partnerships and IndividualsPreparation and review of monthly and quarterly management financial statementsTax PlanningUnderstand the clients needs and ensure the business promotes excellence with all client service standardsDevelop and maintain robust relationships with clients and third party providersLiaison with third parties including banks,
property agents and other advisersBusiness planning from a practice management perspectiveBe an integral part of the senior team in the direction of the business going forwardAn opportunity for equity for the right candidateAbout YouYou will be a forward thinking and self motivated Senior Accountant that is committed to assisting clients and the team to reach their full potential.In order for you to be considered for this position, you will require the following:At least3 years in business services including taxation, financial reporting preferably in a Public Practice environment in AustraliaHave a demonstrated skillset in people management with positive outcomesBe able to manage a small but High Net Worth book of complex clients with a competent teamHave strong technical knowledge base in AccountingAn Australian Accounting Degree or CPA or CA with a relevant tertiary qualificationAn understanding of what it takes to run and manage an Accounting firm who pride themselves on best practice
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