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Manager financial portfolio specialist

Sydney
beBeeAccountant
Posted: 30 July
Offer description

Job Overview

We are seeking an experienced Manager to join our Business Advisory Services team.

This key role involves overseeing a large compliance-focused portfolio, encompassing special purpose financial statements and tax returns for medium-sized businesses and high-net-wealth individuals.


Key Responsibilities

* Manage a substantial compliance-focused portfolio, including special purpose financial statements and tax returns for medium-sized businesses and high-net-wealth individuals.
* Support the professional development of team members through performance reviews, training needs identification, and on-the-job coaching and mentoring.
* Take ownership of client outcomes and manage relationships with the team.


Requirements

A Chartered Accountant (CA) or Certified Practising Accountant (CPA) qualification is essential, accompanied by a minimum of 8 years' experience in public practice or a similar client-facing manager role within business services.

Strong technical expertise in accounting and taxation, including preparation and review of financial statements, income tax returns, and working knowledge of indirect taxes (GST, FBT).

Proven experience in reviewing work and providing effective feedback.

A thorough understanding of tax compliance obligations for individuals, companies, and trusts, with the ability to manage a wide-ranging portfolio.

Well-developed skills in delegation and workflow management.

Proficient in Xero and MYOB, with a strong working knowledge of associated tax and workpaper tools.


About Us

Our organization fosters a positive environment that enables our people to feel valued and achieve their full potential.

We offer:

* Competitive remuneration package
* Exceptional opportunity for career development and progression
* Dynamic and talented team to work and develop alongside
* Opportunity for secondment in overseas offices
* Work/Life balance encouraged
* Friendly culture and team events
* Outstanding study support and training
* Collaborative and inclusive working environment
* Take your birthday off work – on us
* Employee referral cash bonus

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