Company Description
Future Wealth Partners (FWP) is a value-driven organization built on integrity and innovation, dedicated to transforming the financial wellbeing of Australians. For over 30 years, FWP has provided expert financial advice to individuals, fostering long‐term partnerships and empowering clients to achieve their financial goals. The company's commitment to excellence and client‐centric services sets it apart, consistently delivering impactful results for everyday Australians.
Role Description
This is a full‐time, on‐site role based on the north end of the Sunshine Coast for a proactive and technically proficient Manager – Business Advisory & Tax.
In this pivotal role, you will move beyond basic compliance to become a trusted advisor to our diverse client base. You will lead a dedicated team to deliver sophisticated tax planning, business restructuring, and strategic advisory services. You will be responsible for managing a significant client portfolio, ensuring high‐quality output, and identifying opportunities to add value to our clients' business journeys.
Key Responsibilities
* Strategic Advisory: Provide high‐level advice on business structuring, asset protection, and tax‐effective wealth strategies.
* Tax Compliance & Planning: Oversee the preparation and review of complex financial statements and tax returns for companies, trusts, and SMSFs.
* Client Relationship Management: Act as the primary point of contact for a portfolio of business clients, offering proactive insights into their financial performance.
* Team Leadership: Mentor and manage a team of accountants, reviewing their work and fostering their professional development.
* Business Growth: Identify opportunities for service expansion within the existing client base and contribute to the firm's growth initiatives.
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