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Senior financial advisor

Wollongong
beBeeAccountant
Financial Advisor
Posted: 12 December
Offer description

We are seeking a Senior Financial Advisor to join our dynamic team.

The ideal candidate will be responsible for providing expert financial guidance and support to small-to-medium businesses and individuals. This role offers the opportunity to work with a large client base, utilizing your skills in tax strategy development and ongoing financial management.

Key Responsibilities:

* As a qualified accountant (CA or CPA preferred), you will provide exceptional financial services to clients, ensuring their financial well-being and success.
* You will work closely with clients to develop effective financial strategies, leveraging your knowledge of SMSFs and other financial tools.
* A strong attention to detail and ability to build rapport with clients is essential for this role.

Requirements:

* Prior experience working in a public accounting firm as an Accountant or Accounting Senior is highly desirable.
* Familiarity with Xero, MYOB, or QB software is also required.

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