OverviewPermanent opportunities (full time or part-time) in the Southwest offices of Busselton, Bunbury and Margaret River.About FortunaFortuna Advisory Group is a multi-disciplined advisory business providing accounting, legal, wealth, finance, IT managed services, insurance and outsourcing to over 15,000 clients nationally.The business was started in 2012 in Perth and has now grown to have 15 offices, principally in WA and 1 office in Sydney, but has an aggressive growth strategy to be National by the end of 2025.
Providing accounting services to its clients is its core, and using its trust and reputation it has grown to provide additional advisory services to these clients.
The business is expected to have more offices in Melbourne, Sydney and Brisbane by the end of the year.The business has been recognised through multiple awards and was twice listed within the AFR Top 100 Firms and the fastest growing companies in Australia.We are looking for talented professionals to join our dynamic team across the South West, with opportunities available in our Busselton, Bunbury, and Margaret River offices.
With the client base already in place, this ensures you will hit the ground running.Key ResponsibilitiesCultivate enduring client relationships and enhance the reputation of our business brand by consistently delivering value and fostering trust within the community.Create ad-hoc reports for various business needsPreparation of BAS and financial statementsPreparation of taxation documents for end of yearCompile and analyse financial statementsManage budgeting and forecastingWhat We're Looking ForExperience working with SME's - Individuals, Partnerships, Companies, Trusts and SMSF'sIn-depth understanding of current tax laws, including laws about pay-as-you-go, self-employment, business, and investment taxesStrong verbal and written communication skills, including the ability to explain complex tax matters in accessible termsProblem-solving and analytical thinking skills to help clients legally maximise their returns and reduce tax burdensOrganisation and multi-tasking skills for working on several clients' tax returns at onceComputer and online literacy, including confidence using various accounting software and the Australian Taxation Office online portalExperience in Sage Handisoft highly regardedBachelor's degree in Accounting or related fieldQualified CA/CPA preferredMinimum 3 years' experience in Australian taxation system preparing returns and activity statementsAbility to interpret and analyse financial statements and periodicalsFluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)Why Join UsWork with diverse and dynamic clients across various industries.Enjoy a flexible and collaborative working environment.Competitive compensation and performance-based incentives.Opportunities for personal and professional growth.If you're ready to make an impact and drive financial success for businesses, we'd love to hear from you!
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📌 Business & Tax Accountants
🏢 Fortuna Advisory Group
📍 Busselton