Financial Services Professional Opportunity
As a Financial Services Professional, you will be responsible for delivering exceptional client service and expert financial advice to individuals and businesses. Your core focus will be on cultivating enduring client relationships, enhancing the reputation of our business brand, and consistently delivering value to the community.
Key Responsibilities
* Provide in-depth tax planning and preparation services to clients, including BAS and financial statements.
* Prepare taxation documents for end of year, ensuring accuracy and compliance with Australian tax laws.
* Analyse financial statements, identify trends, and provide actionable insights to clients.
* Manage budgeting and forecasting processes, ensuring alignment with client goals and objectives.
Requirements
* Proven experience working with SMEs, including individuals, partnerships, companies, trusts, and SMSFs.
* In-depth understanding of current tax laws, including pay-as-you-go, self-employment, business, and investment taxes.
* Strong verbal and written communication skills, with the ability to explain complex tax matters in accessible terms.
* Problem-solving and analytical thinking skills to help clients legally maximise their returns and reduce tax burdens.
* Organisation and multi-tasking skills for managing multiple client projects simultaneously.
* Computer and online literacy, including confidence using various accounting software and the Australian Taxation Office portal.
* Experience in Sage Handisoft is highly regarded.
* Bachelor's degree in Accounting or related field.
* Qualified CA/CPA preferred.
* Minimum 3 years' experience in Australian taxation system preparing returns and activity statements.
* Ability to interpret and analyse financial statements and periodicals.
* Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).