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Advanced financial advisor

Canberra
beBee Careers
Financial Advisor
Posted: 13 June
Offer description

Job Description


About the Role

We are seeking a highly motivated Intermediate Business Services Accountant to join our team. As an Intermediate Accountant, you will work alongside and support senior accountants while mentoring a small team of juniors. Our managers and partners have an open-door policy, providing guidance as you carry out tasks such as:

* Service a range of diverse client portfolios and build client rapport
* Prepare financial statements and income tax returns for companies, trusts, partnerships, and SMSF
* Exposure to tax planning work
* Exposure to various tax matters including GST, CGT, FBT, and Div7a
* Business Advisory work such as cashflow forecasting
* Hands-on work with large Corporates, SMEs, and Large Family Groups
* Continual advisory for clients & external agencies independently or alongside a partner

You will be responsible for building rapport with clients, preparing financial statements, and working on tax planning and business advisory tasks.


Key Responsibilities

* Assist senior accountants in service delivery
* Mentor junior team members
* Build client relationships and provide excellent communication skills
* Prepare financial statements and income tax returns
* Work on tax planning and business advisory tasks


Skills and Experience

We are looking for someone with strong work ethic, high attention to detail, and a positive attitude. You should have excellent communication skills and be studying towards CA/CPA qualification. Additionally, you should have at least 2 years of public practice experience and hold Australian/NZ permanent residency.


Benefits

We offer a range of benefits to support your career growth and work-life balance, including:

* An extra week of leave after 1 year's tenure
* Quick progression to senior for the right person before 12 months
* A focus on work-life balance – possibility to work from home and choose your own hours
* Salary review every six months & a 10% annual bonus
* Ongoing support for students, with modules paid up front and exam leave
* $1000 Technology budget – put it towards a new phone or personal laptop

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