Senior Financial Advisor
This key role provides strategic financial guidance to Partners and leads a small on-site team in conjunction with a robust offshore function.
About the Position:
* Develop and maintain client relationships across a diverse portfolio of SME clients
* Review and finalise compliance work prepared by the offshore team, ensuring accuracy and timeliness
* Mentor and support junior staff members, fostering growth and development
* Conduct meetings with clients and provide expert tax advice, identifying opportunities for value addition
Requirements:
* Certified Accountant (CA) or Chartered Public Accountant (CPA) qualification or equivalent experience
* Proven track record in public practice, demonstrating expertise in financial advisory services
* Ability to review work and provide constructive feedback to junior staff members
* Skilled in client relationship management and financial advisory services
* Proficient in Xero and cloud-based systems
Why Us?
A locally owned Sunshine Coast firm dedicated to supporting SME clients since 1999, specialising in industries such as property, construction, digital, and medical.