About the Opportunity
You will be directly involved in helping your clients reach their financial goals as you work alongside partners, CEOs and CFOs of the clients. Your responsibilities will include guiding and delegating to a team of 2-3 accountants, reviewing their work, and conducting tasks such as management accounting, board report packs, cash flow forecasting, budgeting, and succession planning.
One of your key roles will be to manage a client portfolio alongside a manager and provide tailored client advice. This will involve preparing complex tax returns and financial statements for complex client groups, working on tax matters including GST, CGT, FBT and Div7a, and dealing with diverse range of clients with turnovers of up to 200 million from industries such as agriculture, hospitality, manufacturing, engineering, retail, and primary production.
You will also be responsible for being the point of contact for clients, holding regular face-to-face (or virtual) meetings, organising workflows, and reviewing work for your team.