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Strategic financial advisor

Adelaide
beBeeAccountant
Financial Advisor
Posted: 11 September
Offer description

Accountant/Senior Accountant Role Overview:

Our Business Services team is seeking a skilled Accountant or Senior Accountant to work with private family offices. This role involves supporting financial reporting, tax compliance, and strategic advisory services.

The ideal candidate will have experience in commercial roles or Business Services within professional services firms. A qualification like CA or CPA is highly regarded. Strong analytical/problem-solving skills, an inquisitive mindset, and the ability to build strong relationships are essential for success in this position.

* Key Responsibilities:

* Assist with the preparation of monthly financial reports and compliance requirements

* Support the preparation of complex tax returns, including individual, company, trust, and partnership returns

* Prepare and analyze management reports for clients, including assisting with monthly board papers

* Communicate effectively across families, fund managers, banks, and regulators

* Contribute to the development and implementation of strategies to simplify investment and operating structures

* Engage with stakeholders to support the establishment of a legacy for future generations


Requirements and Qualifications:

Qualified candidates should possess a strong background in finance and accounting, preferably with experience in a commercial role or Business Services within a professional services firm. A current or completed CA or CPA qualification is advantageous.

Demonstrated analytical and problem-solving skills, combined with an inquisitive mindset and excellent communication skills, are crucial for success in this position.

The ideal candidate will be able to work effectively in a fast-paced environment, prioritize tasks, and meet deadlines while maintaining high-quality standards.

Additionally, they should be able to build strong relationships with colleagues, clients, and other stakeholders, and contribute to a positive and supportive team culture.


What We Offer:

We offer a competitive salary package, opportunities for career growth and development, and a collaborative and dynamic work environment.

Our team values diversity, inclusivity, and work-life balance, and we strive to create a workplace that supports the well-being of our employees.

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