The Client

Our client is a leading mid-tier accounting firm based in the CBD who are seeking to employ a motivated, pro-active business minded individual. A continually growing client base, led by proactive partners that has evolved and requires an Assistant Manager level person with 5+ years' experience to assist in its client relationship management and ongoing growth.

The main focuses of the role are:-

Client Focus

• Maintain trusted relationships with a portfolio of clients and family groups, establishing yourself as a valued and active contributor to their financial wellbeing.
• Act as an initial point of contact for business advisory and management reporting queries on behalf of the firm, ensuring their prompt acknowledgement and response.
• Facilitate client meetings in a manner that demonstrates genuine curiosity, a desire to listen and learn about the client’s financial circumstances and communicate with clients in a manner that ensures they understand the information being shared.

Advice

• Preparation of financial reports, income tax returns, FBT returns, activity statements and work papers
• Preparation of file notes, special purpose reports and correspondence to the ATO
• General bookkeeping duties
• Set-up of new structures, statutory registrations and related documents
• Cash flow and monthly management reports
• Undertake research and analysis to ensure an accurate understanding of the latest legislative developments and that they are correctly applied.
• Work in consultation with senior members of the business to provide strategic advice to clients.

• Display an up-to-date knowledge and ability to perform a range of duties correctly and accurately in relation to business advisory, tax accounting and management accounting services, including and not limited to:

Management

• Manage WIP and turnaround of work performed, ensuring all business advisory and management reporting jobs are completed fully, correctly and within budget.
• Effectively manage personal diary and schedule client review meetings as required.
• Create and maintain compliant client files, ensuring that the internal database accurately and consistently reflects the latest client information.
• Work in collaboration with the Practice Manager to develop templates and processes in relation to management reporting and business advisory, which are reflective of a whole of business approach and integrate with other internal business processes.
• Allocate and oversee the accurate and timely completion of basic accounting tasks by the businesses outsourced provider.
• Liaise with third party providers as necessary to gather client information and/or inform them of changes to the client’s financial circumstances.

Qualifications/Experience/Skills needed:-

• Bachelor of Business in accounting, commence or finance
• CA qualified (preferred)
• Proven ability to competently perform a range of tax, business advisory and management accounting tasks of varying complexity autonomously
• Demonstrated ability to keep the client front of mind at all times
• Proficient knowledge of relevant tax legislation, state and federal legislation and statutory regulations within Australia
• Demonstrated research and analytical skills
• Proven ability to efficiently perform a range of competing priorities
• Strong attention to detail
• Able to work autonomously and collaboratively in a team environment

If you are interested in this outstanding opportunity, please apply within or contact Ross Stephens on 0447346883 for a confidential discussion!