Senior Accountant/Client Manager
vor 1 Tag
$110k - $135k Package + Benefits Part time, option for 3 full days or 4 shortened days Sydney CBD - 1 day WFH State of the art offices, excellent working environment This client is an industry leading wealth and advisory firm.
The firm was founded 8 years ago, however have roots among the leadership team and clientele that date back over 25 years.
They offer a comprehensive range of financial services (including Investment and portfolio management, SMSF, Insurance, estate planning and Tax & Accounting) for clients wanting a holistic approach to professional advice.
Their clients are HNW individuals and family groups with complex investment portfolios across various entities including trusts and company structures.
Inside the office you'll find a close-knit but diverse team of people who enjoy coming into work each day, and providing a top quality service to their clients.
The Directors seek to maintain a client-centric and highly collegiate work environment, where effort is rewarded via salaries and discretionary bonuses.
Key responsibilities: Assist the Tax and Accounting Manager to provide comprehensive service delivery to clients Review and complete income tax returns for individuals, trusts, companies and partnerships Reviewing the work produced by an outsourced team Complete complex CGT calculations and develop scenarios for tax planning purposes Research and resolve issues associated with client work and supporting the manager with strategic/advice work The ideal candidate for this role will possess: CA or CPA qualification 4 + years' Business Services & Taxation experience in an accounting firm Experience in reviewing the work of other accountants (in a local office or an outsourced team) Client exposure to HNW individuals and family groups is advantageous In return for your skills and experience you will Work with accessible Partners/Directors Work within a high performing culture Work for a firm that rewards their employees for their hard work Great flexibility with genuine work/life balance Social & engaging workplace - social events (EOFY, Melbourne Cup, Xmas Party), team lunches, and morning teas etc Ongoing professional development To apply for this role please send your CV to ****** or phone 02 8274 0212 quoting reference AM11189 for a confidential discussion.
Reference number: AM11189 Profession:AccountingAudit/Business Services Company: Lawson Elliott Date posted: 5th Jan, 2025
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