Private Clients Accountant

Our client, a distinguished professional services firm, is renowned for delivering tailored financial solutions with excellence and integrity.

Our client is a highly respected and established professional services firm with a stellar reputation in delivering tailored financial solutions. Join their accomplished team as a Private Clients Accountant and play a pivotal role in managing the financial affairs of high-net-worth individuals and families.
You will take on a key role in providing exceptional financial and advisory services to a discerning clientele.
Your responsibilities will encompass:

• Financial Advisory: Offer comprehensive financial advisory services to high-net-worth individuals and families, including tax planning, wealth preservation, and estate planning.
• Client Relationship Management: Build and maintain strong, long-term relationships with clients, gaining an in-depth understanding of their financial goals and tailoring strategies accordingly.
• Tax Compliance: Ensure accurate and timely preparation of tax returns, ensuring adherence to Australian tax laws and regulations.
• Wealth Management: Assist clients in managing their wealth portfolios, providing insights for investment strategies, risk management, and asset allocation.
• Estate and Succession Planning: Collaborate with clients to develop effective estate and succession plans, ensuring the seamless transfer of wealth across generations.
• Financial Reporting: Prepare and review financial statements, investment reports, and other financial documents for clients, ensuring accuracy and compliance.
• Business Development: Contribute to the growth of the firm by identifying opportunities for expanding services to existing clients and attracting new clients.
• Professional Networking: Build a strong professional network within the industry to stay updated with trends and opportunities.

Qualifications: To excel in this role, you should ideally possess:

• Bachelor's degree in Accounting, Finance, or a related field. CPA or CA qualification is highly desirable.
• Proven experience as a Private Clients Accountant, ideally within a professional services or accounting firm.
• Strong knowledge of Australian tax laws, regulations, and financial planning strategies.
• Excellent analytical skills and attention to detail, enabling accurate financial analysis and strategic planning.
• Outstanding communication and interpersonal skills to interact effectively with clients and collaborate within a team.
• Proficiency in financial software and Microsoft Office applications.

Benefits: Our client offers a competitive salary package tailored to the Australian market, including comprehensive benefits, professional development opportunities, flexible work arrangements, and a supportive work culture that fosters growth.
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How to apply

• Please ensure you provide a cover letter and your resume.
• You must be an Australian Citizen or Permanent Resident at the time of submitting your application to be considered for this role.

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For further information please contact:
D'Arcy Weil
St James Building, Mezzanine
555 Bourke Street, Naarm Country, Melbourne VIC 3000
T: +61 3 9999 7409 E: info@darcyweil.com