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Director | Bartons Chartered Accountants & Wealth Advisors
About Us - Join our dynamic Business Advisory and Tax Division, where we provide top-notch services to a diverse range of clients, including SME businesses, medical professionals, and private clients. Our team is dedicated to achieving the firm's objectives through collaboration, innovation, and exceptional client service.
Position Objective - As an Assistant Manager, you will undertake a variety of tasks for both internal and external clients, providing excellent care and support. You will work closely with Managers and Directors to deliver high-quality business advisory, tax planning, accounting, and compliance services.
Key Responsibilities
* Technical Expertise - Provide advice on business advisory, tax planning, accounting, and compliance. Specific areas include tax structuring, small business concessions, superannuation, GST, FBT, and CGT advice.
* Productivity and Planning - Meet agreed targets for tasks and productivity budgets, maintain WIP and billings, and contribute to the coordination of work flow.
* Client Service - Engage with clients, market the firm's services, and uphold professional commitment to all clients.
* Innovation -Generate creative solutions to work-related issues.
* Learning and Development - Undertake professional development and provide learning to other staff.
* Information Technology - Utilise and improve knowledge of relevant software and information management systems.
* Supervision and Mentoring - Supervise and mentor junior staff, and work with the leadership team.
* Networking - Build networks through attendance at business and professional events.
Experience & Qualifications
* Full professional membership with the Chartered Accountants of Australia and New Zealand (CA ANZ) or CPA Australia.
* Minimum 5 years' experience within public practice.
* Leadership and people management expertise.
* Excellent knowledge of Australian legislative and regulatory requirements.
* Tertiary qualifications in Accounting, Commerce, Business, Finance, or a related field at post-graduate level.
* Strong analytical, communication, and report writing skills.
* Proactive, solutions-driven, and able to work independently.
Why Join Us?
* Be part of a supportive and collaborative team.
* Bartons is an integrated financial services business with financial planning and lending divisions – with Bartons you can develop a wide client solution skillset working with these service lines.
* Leading tech stack business – Xero, FYI, ATOmate, Fuse & CAS360 and more
* Opportunities for professional growth and development.
* Engage in meaningful work that adds value to clients and the firm.
* Flexible work arrangements after qualifying period, other benefits
* Participate in community and philanthropic initiatives.
If you are a proactive and solutions-driven professional with a passion for business advisory and tax, we would love to hear from you. Apply now to join our team and make a difference
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
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