Senior Financial Advisor

4 days ago

Newcastle, New South Wales, Australia Future You Full time
Financial Services Manager

**About the Role**

As a Financial Services Manager at Future You, you will play a key role in helping clients achieve their financial goals. You will work closely with partners, CEOs, and CFOs to provide tailored advice and guidance. Your responsibilities will include conducting management accounting, board report packs, cash flow forecasting, budgeting, and succession planning. You will also manage a client portfolio and provide complex tax returns and financial statements for client groups. Additionally, you will work on tax matters including GST, CGT, FBT, and Div7a. Your diverse range of clients will include those from industries such as agriculture, hospitality, manufacturing, engineers, retail, and primary production. You will be the point of contact for clients and hold regular face-to-face or virtual meetings. You will also organize workflows and review work for your team.

**Key Responsibilities**

* Conduct management accounting, board report packs, cash flow forecasting, budgeting, and succession planning
* Manage a client portfolio and provide tailored client advice
* Provide complex tax returns and financial statements for client groups
* Work on tax matters including GST, CGT, FBT, and Div7a
* Work with a diverse range of clients from industries such as agriculture, hospitality, manufacturing, engineers, retail, and primary production
* Be the point of contact for clients and hold regular face-to-face or virtual meetings
* Organize workflows and review work for your team

**Requirements**

* CA/CPA qualified
* Minimum 4 years Public Practice experience
* Superb communication skills
* Australian/NZ permanent residency essential
* Onshore applicants only

**What We Offer**

* Support for extensive career progression – pathways to partnership for the right candidate
* Engage with a broad range of clients from a variety of industries on advisory projects
* Excellent work-life balance
* Fun and engaging team culture – regular staff parties, events, training, and extracurricular activities, after work drinks at the local pub
* Sociable and talented staff environment – work with an experienced partnership group with Big 4 experience

**About Future You**

Future You is a well-established firm with a loyal and growing client base. We offer a supportive environment with growth opportunities and a fun and engaging team culture. We prioritize education and will support you to advance your technical and interpersonal skills with monthly seminars and training. We believe in work-life balance and offer plenty of support and flexibility on how you wish to conduct your work, be it within the office or at home.

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