About The Employer:

A Sydney firm operating divisions spread across accounting, legal, insurance, finance and investments. They encourage a collaborative work environment with the ability for cross pollination of ideas between advice areas. As they continue to expand

Very much a team’s driven environment, the business is dedicated to their clients and wish to ensure these clients receive the best results and service. All members of the team work together to provide the best outcomes for then clients and each other.

Much of the firm’s success is driven from their ability to approach complexity with pragmatism, which stems from collaboration across advice areas. This is their point of difference which they intend on nurturing and progressing. They enjoy celebrating successes and enjoy working together to develop and continually improve their service offering.

Position Overview:

A strategic leadership position, the role is split between client facing and technical delivery. It requires excellent communication skills along with the technical capabilities to work collaboratively with business and HNW clients that form part of this team’s client base. This is an ideal opportunity for a proactive, enthusiastic professional with a desire to expand their knowledge in multiple areas of accounting, tax and SMSF’s, at a firm with varied clients with complex needs in the business and HNW space.

You will play a crucial role in managing and overseeing client facing responsibilities for the team unit. You will be responsible for providing high-quality accounting and tax services to clients, ensuring compliance with regulatory requirements, and delivering high quality advice. The successful candidate will demonstrate technical expertise in accounting and tax, with a client-focused approach.

About the role:

The work you will be involved with at the firm is varied with clients' needs ranging across business and HNW and private client services. The role will support existing along with new clients that are being referred to you from other areas of the business. As a senior manager you will be lead a highly engaged accounting team and will:

Liaise with a portfolio of clients focusing on business services, HNW private tax and SMSF.

Provide excellent client facing service and advice, leveraging off your technical capabilities to build trust and strong relationships with your clients.

Understand the vision and goals of each client and provide advice and service to assist the client to achieve such goals.

Provide tailored advice across varied and complex accounting issues, financial analysis, tax legislation and broader client strategies.

Produce expert and complex accounting advice with an emphasis on cost effectiveness and be able to communicate key issues directly to the client.

Be an approachable manager and motivate members of your team with an approach that builds trusts and inspires top performance.

Create opportunities that increase business in the Accounting Unit and be able to spot other new business opportunities and cross referrals to other operations within the firm

Prepare financial statements, tax returns, and other compliance documents, including overseeing junior staff in relation to same.

Prioritise workflows while keeping all clients informed on timelines for delivery.

You will be expected to be a voice in projects to better both your team and the business through the develop of our systems and processes and overall strategies of the firm

Collaborate with clients and advisors (legal, finance, insurance and investment) to create custom solutions.

About You

Bachelor’s degree in Accounting, Business, Finance, or related field.

Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

Minimum of 7 years of experience in public accounting or a similar role, with a focus on business services, personal tax and SMSF.

Strong technical knowledge of accounting principles, taxation, and financial reporting.

Proven experience in managing and leading a team, fostering a positive work environment.

Ability to analyse complex financial information and provide strategic advice to clients.

Proficiency in accounting software and Microsoft Office Suite.

Demonstrate a strong understanding of local and national tax regulations.

Showcase a proven track record of successfully implementing tax strategies.

Exhibit exceptional leadership skills with the ability to motivate and manage a team.

Be capable of presenting complex financial information in a clear and concise manner.

What on Offer:

Competitive salary package commensurate with experience

Opportunities for professional development and career advancement

Supportive and collaborative work environment

Pipeline of new clients from across other advice divisions throughout the business

Ability to work collaboratively with finance, legal, insurance and investment advice areas

Flexible working arrangements

Continuous learning and training program

To Apply

If you are interested in this position, please click apply. If you would benefit from a confidential discussion before applying, please call Mark Davis on 02 9053 8999 or 0405 349 462 or can be contacted by emailing [email protected]

Hamilton York is an independent Australian specialist financial recruitment practice. We are passionate about the talent we represent, partnering with Australia’s most prestigious and ambitious companies.

If this position is not suitable, please call us on 02 9053 8999 or 0405 349 462 or email [email protected] to discuss a range of other opportunities or for a general discussion and preparation for the next successful stage in your career