Our client is looking for a dynamic people person with excellent all-round tax and accounting knowledge to assist them in growing their range of advisory services they offer to their entrepreneurial clients. They are strong believers in providing opportunities to for all their staff to develop and expand their skill-set; to this extent the role will also require the applicant to mentor other staff members in this area.
You will be working closely with the directors at identifying advisory opportunities within the current client base and identifying potential clients that would be a suitable fit for their firm. They envisage the role will initially require a mixture of managing compliance jobs and ad-hoc advisory, developing into a strategic focus on advisory work. Having had over 5 years’ experience in a senior accounting role or similar advisory role, you will be able to rely upon a strong referral network to assist their clients in specialised areas (legal, financial planners, estate planning etc), or utilise their own professional network.
Specific functions that you will be performing in this role might include:
- Tax Planning
- Due Diligence
- Succession & Estate planning
- Board of Advice
- Strategic planning & advice
- Needs analysis
- Family Office management
- Budgets & cashflows
- Benchmarking analysis
- Management of standard compliance for SME clients
- Compliance reviews
For more information and confidential enquires please contact me directly 0412 313 310 or email email@example.com
Confidentiality is assured.
If, however, this role is not quite right for you, and you are looking for a change & would like a confidential initial conversation, please register through our website.