Job Title: Senior Financial Advisor
About the Role:
We are seeking a highly skilled and motivated Senior Financial Advisor to provide financial services for our diverse client base.
Key Responsibilities:
* Prepare and review financial statements, income tax returns, and BAS/IAS for clients.
* Support clients with business structuring, cash flow forecasting, tax planning, and succession planning.
* Build strong relationships by becoming embedded in clients' businesses and understanding their unique needs.
* Supervise, guide, and review the work of junior team members.
* Keep up to date with tax legislation and compliance developments, especially those impacting SMEs and rural enterprises.
* Use Xero, MYOB, and other cloud-based tools to deliver efficient and responsive service.
Mandatory Requirements:
* Bachelor's degree in Accounting, Finance, or related field.
* Chartered or Certified Public Accountant qualification (or currently working toward).
* Demonstrated experience working in a public practice, with exposure to SME clients preferred.
* Strong technical knowledge of Australian taxation.
* Excellent client-relationship and customer service skills, with a genuine interest and passion to provide solutions-driven outcomes.
* Demonstrated experience in Xero, MYOB and the Microsoft Office suite, with experience using Access and/or HandiSoft, highly desirable.
* 2x work-related references.
Our Company Values:
We value connection, integrity, and ongoing learning and development. Our positive team culture is essential to our growth and success.