AddressAbout the Business
Moneywise Global is the trusted source of financial services and wellbeing education for the Flight Centre Travel Group’s employee base and beyond! Our services include a financial literacy platform, a money mentor program, mortgage broking, financial advice, and Tax and accounting services, where this role is offered. We are a brand with a 29-year history, and we proudly support FCTGs #1 philosophy, Our People.
About the Opportunity
- Salary on offer, $115k Base Plus Super and opportunity to earn 10% upside based on alignment to Key Performance Indicators for the role.
- A generous Employee Share Plan ownership scheme
- A flexible work environment, working from home and FCTG office. This role is based in Brisbane, in FCTG’s Grey Street, Southbank Global HQ premises.
Moneywise is expanding our accounting and tax offering to include services to new and growing businesses in the travel model. We have an individual tax book of over 2,500 clients and an increasing small business, independent travel agency client base. The Business Services & Advisory Manager will help service our current client book and grow it by developing an offer and a team to service these independent agency clients.
Services for development and offer include bookkeeping, reconciliation, AP/AR, payroll processing and accounting, management and financial reporting, IAS, BAS, CGT, FBT, business tax advice and services, asset protection, budgeting, and Self-Managed Super Fund administration.
We are a genuine, friendly team, shaped on the culture and philosophies of Flight Centre Travel Group. You will work closely with Moneywise operational and discipline leaders, build relationships with operational leaders across FCTG and work across disciplines to develop and build a valuable accounting and advice offer for independent agencies.
In this role you will:
- Engage with FCTG and Moneywise business leaders to develop a valuable service offering to independent travel agencies in the FCTG Group and their people
- Deliver services initially, then develop and build a team for profitable growth in this offering
- Prepare, review and lodge tax returns for individuals, trusts and businesses
- Provide expertise in technical accounting and taxation
- Manage new client onboarding and relationship management
- Manage quality assurance processes to ensure best practice accounting principles and statutory compliance is in place at all times
You will do well in this role if you have:
- CA/CPA qualification, ongoing CPD compliance, and Tax agent licence
- 4 years + experience, including public practice, with proven success in client onboarding, management, and leadership
- High level competency in accounting platforms Xero, MYOB, Quickbooks, BGL and Access Handisoft and aptitude for learning new systems according to client requirements
- Strong knowledge of Australian Taxation legislation, Codes of Practice, and General Accounting Principles.
- SMSF administration experience
- Strong business acumen
- An engaging customer service and team collaboration mindset
- Great verbal and written communication skills
- Initiative, high motivation and a passion for customer and business outcomes
- Professional competency in Microsoft suite of tools including Outlook, Word, Power point and Sharepoint.
What’s in it for you:
- Access to ongoing training & professional development - Individualised Learning & Development pathway options
- Brightness of future - career opportunities in a network of brands and businesses across the global - we promote from within
- Travel discounts including family and friends, health and wellness discounts, financial planning advise and more.
- Corporate Health Discounts - access exclusive discounts on health insurance plans for you and your family.
- Exclusive retail discounts - accessible via our employee-only portal with 350+ of Australia’s leading retailers
- Awards events and social team building events, and opportunity to attend global conference (Bali 2023 & Lisbon 2024)
- A great opportunity to have positive impact on the lives of hundreds of clients across Australia and strengthen financial literacy and wellbeing for life.
- Sustainability - The protection of our environment is essential to the future of tourism, as a leading travel group, we have made efforts to affect positive change to the environment, visit our CSR Page.
