Senior Tax

Senior Tax & Accounting Consultant

• Take control of your destiny
• Work in a great culture with WFH flexibility
• Are you looking for the breadth of opportunities only a boutique firm can offer?

This role is responsible for managing a base of business advisory & SMSF clients, mentoring and supervising staff, preparation of financial statements and tax returns.

ABOUT OUR CLIENT

Located in Geelong, this is a small boutique taxation & financial planning practice, dedicated to delivering high-quality advice and exceptional client experiences. They are seeking a like-minded experienced senior accountant to join and help lead their Public Practice team, with the opportunity to take on an existing book of clients while also building new relationships. This role offers WFH flexibility, long-term career growth, leadership opportunity and potential future equity for the right candidate.

THIS IS WHAT YOU WILL BE DOING

The primary responsibility of this role is to be one of the first points of contact for our Accounting Practice client portfolio and provide high-quality taxation and business advisory services. You'll be part of a supportive and collaborative team, working closely with colleagues and the administrative staff to ensure clients receive exceptional service.

THIS ROLE IS RESPONSIBLE FOR

• Managing your own portfolio of clients, ensuring high-quality service, compliance, and timely delivery to build excellent relationships.
• Preparing tax returns and financial statements for companies, trusts, partnerships, and individuals.
• Providing high level of tax compliance for all entities and clients.
• Assisting with business advisory engagements including budgeting, forecasting, and structuring.
• Preparing strategic advice for client meetings.
• Preparing BAS, IAS, FBT, and other compliance documents as required.
• Assisting with internal processes and improving efficiencies within the firm.
• Assist with budgeting, billing, and identifying value add opportunities within your client base.
• Liaising with tax authorities and responding to queries as needed to ensure compliance.
• Mentoring and providing guidance to junior and administrative staff.
• Managing a portfolio of clients and entities, taking responsibility for the day-to-day advice and taxation aspects.
• Meeting ongoing deadlines to ensure reporting timeframes are achieved.

IDEALLY YOU WILL HAVE THE FOLLOWING

• 5+ years in public practice accounting, taxation, financial and business management experience.
• Relevant Business, Accounting, Commerce or Economics degree.
• Professional qualifications (CA/CPA) or actively working towards a qualification.
• Current & up to date knowledge of tax laws, regulations, and accounting standards.
• Strong client servicing and people skills with the ability to engage with clients and build on existing relationships.
• Technology Proficiency - Microsoft Office, Xero, and relevant software.

THIS IS WHAT WE ARE LOOKING FOR

• Expertise in Taxation and Business Advisory Services with strong attention to detail and numerical accuracy.
• Strong interpersonal skills with the drive and capacity to communicate positively with all stakeholders.
• Ability to work in a small dynamic team environment and manage client outcomes.
• Strong time management skills to meet deadlines.
• Delivering excellent advice and be passionate about helping people.

HOW TO APPLY

Our client is a professional boutique firm helping clients achieve financial dreams. If you are looking to join a positive culture who truly support their people and provide flexibility with growth opportunities apply now

If you would like more information about this exciting role, please email

james@envisagehrsolutions.com.au

We look forward to hearing from you.

Please note:

1. Please note only shortlisted candidates will be contacted throughout the recruitment campaign.