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Financial planning advisor

Gosford
beBeeFinancial
Posted: 6 December
Offer description

About the Role

This boutique accounting and advisory firm partners with local businesses to provide expert advice in tax, business strategy, and financial planning.

We are passionate about helping clients and team members reach their full potential.


Main Responsibilities

* Engage with clients and provide tailored advice.
* Prepare and review tax returns and financial statements.
* Oversee tasks such as management accounting, FBT returns, CGT advice board report packs, cash flow forecasting, and budgeting.
* Organise workflows and prepare tax compliance and tax planning for various clients.


Requirements

* Minimum 2 years of experience within an Australian public practice firm.
* Exceptional verbal and written communication skills.
* A recognised qualification in CA/CPA (in Australia).
* Australian or New Zealand permanent residency.

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