AddressAre you an accountant that is a cut above the norm? Seeking a position where you can delight your customers, be challenged and be exposed to a variety of work?
We are seeking two exceptional Chartered Accountants ready to make a move. If you love numbers, excel spreadsheets and analytics, then don't delay your application!
Our client, a large organisation in Newcastle, are looking for an Accountant to join their Small to Medium Enterprises team and their Medical team as a Client Advisor. The Client Advisor is responsible for ensuring they achieve goals by managing clients through a range of service offerings. As a division, the SME team take responsibility for our clients’ financial prosperity with more dedication, innovation and integrity than any other firm.
The Position:
Reporting to the Associate, the Client Advisor will play an integral part in ensuring the business runs smoothly. You will be responsible for analysing financial information to support business decisions, including but not limited to:
- Complete 1st reviews of all financial statements
- Preparation of complex individual tax returns including business schedules
- Prepare and lodge EOM statements, including reconciliations
- Review income tax returns, BAS and FBT returns
- Ensure compliance with ATO and accounting standards and relevant regulations
- Preparation of engagement proposals for new client engagements
- Management of a client list with minimal support
- Providing procedural assistance and training to team members
- Chairing team meetings
The Successful Candidate:
- Circa 4+ years experience
- CA/CPA qualified or nearing completion
- Experience with a client list or interest in taking one on
- Competent understanding of Division 7A and the ability to provide strategies for compliance
- Be able to draft advice for the client on a range of financial, taxation and investment matters for Partner review
- We are seeking someone who has strong Excel skills, and will openly communicate with all part of the business. You will want to collaborate, investigate and show up for your team
Benefits:
- Working within a successful, local organisation
- Complex accounting work will broaden your skillset
- Flexible working arrangements (work from home - up to two days per week after training period)
- Flexi leave
- Salary packaging options
- Technical training
- Career pathways and path to partnership
- Community fundraising, volunteering and sponsorship of local sports clubs
- Various events throughout the year
