About the role
We have an opportunity for an enthusiastic and motivated person to join us as full time as a Client Manager and Senior Accountant. In this role you will play an essential role in ensuring an exceptional client experience and in providing high quality advice.
The role offers a great balance of client relationship management and technical accounting work. You will have the opportunity to manage your own client portfolio, all while being supported with our team based approach.
We aim to make a real difference in our clients' businesses and lives through strategic tax planning, compliance management, and business advisory services. We have a commitment to professional development and work within a collaborative team environment.
What you’ll be doing:
You will report directly the Senior Client Manager and will be responsible for the following:
* You will be the face of our firm for client communication matters for your portfolio of clients and to support the Senior Client Manager where needed
* Use your strong tax knowledge to review the clients affairs and provide strategic tax planning advice with an awareness around cash flow obligations.
* Providing advice around structures and planning opportunities (likely recommendations for establishment of new entities).
* Liaising with ASIC, ATO, other government agencies and external stakeholders regarding client matters.
* Reviewing the work of our production team for your assigned clients
* Undertaking relevant production work to complete our lodgement objectives
* Knowing how to undertake a ‘fix-up’ job for a client including advice around compliance issues, risk mitigation and the approach to managing lodgement obligations and debt management.
* Client Meetings and conversations to obtain information relevant for the individual portion of client group returns.
* Holding our Annual General Meetings (AGM) with clients inside your portfolio in person and via online channels
What we’re looking for:
* A minimum of 5 years of experience working in a public accounting firm
* Experience preparing tax returns, financial statements, fringe benefits income tax returns, tax planning figures & analysis and various tax reports
* High level of technical knowledge as it relates to income tax, GST and compliance obligations with an ability to apply it to finalise jobs for clients
* Relevant degree in Accounting, Business or Commerce
* CA or CPA credentials are highly regarded
* A high level of interpersonal skills and emotional intelligence
* A high level of computer literacy across accounting systems including – Xero, Quickbooks, MYOB Accounting, XPM, Office365, Karbon, Now Infinity and the Tax Portal
* A commitment to provide exceptional customer service and you have a genuine interest in the accounting industry.
* Flexibility and a willingness to adapt to the changing needs of the business.
* An approachable work style and willingness to take on challenges in support of team goals.
* Someone who is highly coachable and actively looks for the best outcomes for our clients
Why Work at Bee Group Accountants?
* We are a small team that care about each other and the delivery of services and outcomes for our clients.
* We offer the support of our entire team, including the resources of the broader accounting practice, to provide a diverse and challenging role within a friendly environment.
* We Work As One - we create a culture of caring for our clients, caring for the outcomes we deliver, and caring for our staff by ensuring that each division within Bee Group operate as a seamless team.
* We provide ongoing training, study support, regular social events, flexible work options but most importantly, a great culture.
About us
Bee Group Accountants is a professional accounting firm that has been serving clients in the Gold Coast for over 20 years. We are located in the Oxenford/Maudsland area.
We provide a comprehensive range of services to our clients including accounting, tax planning, self managed superannuation fund administration and business services.
We value our team and client culture, work-life balance, and progressive and friendly office environment. Our culture is core to everything we do. While we are always looking for ways to improve, we are proud of our people, their dedication to their work, and the results they deliver for our clients.
If you think you have what we are looking for and you can see yourself working for Bee Group Accountants, we would love to hear from you.