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Senior financial advisor

Gosford
beBeeAccountancy
Financial Advisor
Posted: 12 December
Offer description

Our boutique accounting firm is passionate about helping clients and team members reach their full potential. We partner with local businesses to provide practical advice in tax, business strategy, and financial planning. Our culture values genuine relationships, open communication, and delivering real results.


Key Responsibilities

* Deliver client advice and participate in client engagement.
* Prepare comprehensive tax returns and financial statements.
* Manage tasks such as management accounting, FBT returns, CGT advice board report packs, cash flow forecasting, and budgeting.
* Organize workflows and prepare tax compliance and tax planning for various clients.

We are seeking an experienced Accountant/Advisor who has excellent verbal and written communication skills, has commenced or completed CA/CPA qualification, and has Australian or New Zealand permanent residency.

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