Our client
We are working with a leading advisory and accounting firm with a long, rich history in Australia. Operating nationally, they provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions, they are ranked in the top 25 sized accounting practices in Australia.

About the role
This is an exciting opportunity to join their Business and Private Client Advisory division, which supports a range of small, medium and large private businesses and family groups, along with some not-for-profit and foreign owned businesses. Offering a wide range of services including accounting & tax compliance, business & tax advisory, structuring, superannuation, wealth management and transactional services.

As an integral member of this close-knit team, you will be given exposure to a diverse range of clients and the opportunity to further develop and your skill set. You will manage, develop and administer a portfolio of clients, taking full ownership of allocated jobs and managing your workflow.

Key Responsibilities

• Develop budgets, Manage WIPs and bill clients
• Meet deadlines and provide quality and timely service to clients
• Maintain a high level of customer service to all clients

• Develop, manage and administer a portfolio of clients, including:
• Perform all compliance and value add work
• Review financial accounts, FBT and income tax returns, business activity statements, instalment activity statements and any other work performed by Intermediates, Graduates, Co-Operative Students and Cadets
• Prepare and review complex individual, company, trust, and Partnership tax returns
• Prepare and review workpapers, analyse client data and transactions and set up accounts
• Provide technical support and guidance to an allocated team of Intermediates and Graduates
• Report to the Manager on the performance of team members and status of client obligations and issues
• Assist with potential and new client opportunities or initiatives such as attending client meetings, preparation of advice and presentations
• Administrative Compliance
• Other duties as required by the firm such as interviewing clients, attendance at training, marketing, acting as a buddy/mentor to a new member of staff, special projects, etc.

Key Skills and Experience

• Minimum 3 years’ experience in a Business Services environment in a Chartered/CPA accounting practice
• Degree qualified and nearly/fully qualified as a CA / CPA
• Technically proficient and up to date with developments in taxation law and accounting standards, systems and processes
• Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements
• Detailed knowledge of tax office correspondence and procedures
• Ability to review the work of junior members of staff and identify any issues and opportunities for discussion
• Previous experience working with and developing good relationships with clients
• Excellent time management skills and meeting deadlines for a large group of clients
• Ability to mentor, coach, motivate and manage junior members of staff
• Present professionally and possess excellent interpersonal and communication skills
• Prior experience working with APS, Xero, MYOB, QuickBooks and Microsoft Excel

Best Kept Secrets of SW

• Progressive firm, with excellent career opportunities
• Flexible working environment
• 2 additional AL days per year
• 18 weeks paid parental leave for primary carers and 3 weeks for non-primary
• Employee Assistance Program and Wellness perks
• Social Club
• Tailored Learning and Development Program
• Paid Course/study leave
• 1 paid professional membership per year
• Weekly lunch provided

If this opportunity is of interest to you, please contact Ross Stephens on 0447346883 or apply below!