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Senior financial strategist

Swan Hill
beBeeFinancial
Posted: 5 October
Offer description

Strategic Financial Leadership Opportunity

About us, we believe in providing practical and uncomplicated advice to business owners.

We are fully cloud-based and utilize the most advanced technology to provide the best service to our clients.

We have an excellent workplace culture and conditions.

We are proud of our staff retention record and our many loyal clients.

Key Responsibilities:

* Build and maintain strong relationships with clients, serving as their primary point of contact and trusted advisor.
* Provide clients with strategic financial insights.
* Oversee the delivery of accounting, tax, and advisory services to clients.
* Lead and mentor a team of professionals.
* Conduct regular client meetings, review financial statements, and present findings and recommendations.

The ideal candidate will have:

* A bachelor's degree in accounting or a related field.
* CPA certification is preferred.
* Minimum of 8 years of experience in public practice accounting.
* Strong understanding of accounting principles and financial regulations.
* Proven ability to manage and develop client relationships.

Fulfilling Work Environment:

* Supportive and collaborative work environment.
* Work-life balance with flexible scheduling options.
* Access to ongoing training and development programs.
* Equity opportunity available for interested candidates.

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