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Form of workAbout Navwealth
Navwealth is a trusted name in the professional advice marketplace, offering integrated Wealth Management and Accounting advice and solutions tailored to meet a client's diverse needs.
With over 30 years of experience, we are a dynamic firm and have built a reputation for excellence, innovation, and collaboration dedicated to providing top-tier financial solutions to small and medium-sized enterprises (SMEs) and high-net-worth individuals (HNWs). Our holistic approach involves working closely with strategic partners, including economists, lawyers, stockbrokers, and property advisers, to deliver comprehensive financial solutions.
Our Corporate Values
Our corporate values serve as the guiding principles that shape our organisation's culture and actions:
- Competency – We are enthusiastic and committed to consistently exceed the expectations of our colleagues and clients.
- Integrity – Our people are open, honest, fair, and professional. This coupled with our clients’ needs forms the backbone of our practice.
- People – Our environment is open, enjoyable, and friendly. We proactively support each other to succeed as one team.
- Respect – We maintain a high level of care in how we treat and value each other and in the role we each play.
- Growth - We are dedicated to achieving sustained growth through adaptation, performance, and innovation driving client referrals and new business possibilities.
With this focus in mind, we're seeking a talented individual to join our team as outlined.
Job Description:
The Intermediate Accountant role at Navwealth is a pivotal position involving accounting and taxation advisory services for a diverse range of clients, including SMEs, high-net-worth individuals, and trusts. The successful candidate will ensure compliance with complex regulatory obligations and provide expert financial guidance.
Key Responsibilities:
- Prepare tax returns and financial statements for companies, partnerships, trusts, and individuals.
- Calculate CGT (Capital Gains Tax) and FBT (Fringe Benefits Tax) for clients.
- Handle quarterly BAS (Business Activity Statements) and IAS (Instalment Activity Statements).
- Conduct reconciliations and ensure the accuracy of financial data.
- Communicate with clients in a timely and professional manner.
- Research technical issues as required to provide informed advice.
Skills and Personal Attributes:
- Minimum 3 years of experience in Tax/Business Services Accounting.
- Bachelor's degree in Commerce/Business majoring in Accounting.
- Completion or undertaking of the CA/CPA program preferred.
- Strong organizational skills with the ability to manage priorities effectively.
- Experience with Xero, MYOB, and Class Super is desirable.
- Excellent written and verbal communication skills for client interaction.
- Positive, helpful, and solution-driven mindset with keen attention to detail.
- Ability to manage a client portfolio within a boutique firm environment.
- Highly motivated and committed to delivering exceptional results.
How to Apply:
To apply for this role, please submit your resume via the link below. Please note that due to the high volume of applicants, we will only contact successful candidates for further consideration.
PLEASE - NO RECRUITERS
