Senior Financial Advisor Role
We are seeking a skilled Senior Financial Advisor to join our team. The ideal candidate will possess strong financial management expertise and excellent communication skills.
The successful applicant will be responsible for providing high-quality financial services to clients, including financial statement preparation, tax planning, and business strategy development.
To be successful in this role, you will require a Chartered Accountant qualification, over 3 years of experience in public practice, and strong interpersonal communication skills.
In addition to your technical expertise, you will need to have the ability to work effectively with clients, identify potential opportunities, and support team training and mentoring.
* Key Responsibilities:
* Deliver financial statements, tax returns, activity statements, and interim financial statements for clients
* Develop efficient tax strategies, preparing forecasts, reporting, and advice on business structures
* Present financial performance to clients
* Review other team members' financials providing feedback on quality and efficiency
* Identify potential opportunities that could be assisting clients with
* Support team training and mentoring, including transfer of technical skills and knowledge
About You
* You're a Chartered Accountant with a Bachelor of Business/Commerce or similar
* You have over 3 years of experience in public practice
* You possess strong interpersonal communication skills
* You have experience preparing financial statements and tax returns for small to medium enterprises
* A primary production interest and/or experience would be an advantage
* Experience with tax planning and strategy development would also be beneficial
* Proficiency in Xero is a plus
This is a fantastic opportunity to accelerate your career while enjoying the stability and purpose that comes with working in a vibrant community.
We offer a dynamic and supportive work environment where you can grow professionally and personally.
Apply Now
Please submit your application, including your resume and cover letter, to us via email.
We look forward to hearing from you!