Financial Expert for Dynamic Team
2 days ago
About Us:
We are Change Accountants & Advisors Pty Ltd, a dynamic team of accounting professionals dedicated to providing exceptional services to our clients. Our mission is to empower individuals and businesses to achieve financial success through expert advice and guidance.
Job Summary:
We are seeking an experienced Financial Expert to join our team. As a key member of our dynamic team, you will be responsible for managing a portfolio of clients, ensuring their financial needs are met, and providing high-quality services that exceed their expectations.
Key Responsibilities:
- Finalize client tax returns and annual financial statements
- Prepare financial statements using information provided by clients and third-party sources
- Ensure clients' ATO/ASIC compliance requirements are completed correctly and prior to due dates
- Process clients' bookkeeping requirements where necessary
- Identify tax issues when preparing and meeting with clients
- Prepare and analyze management reports for clients
- Sell value-added services to clients as needed
- Provide a point of contact for clients to our firm
- Project manage the workflow of clients throughout the firm
- Respond to client queries promptly within 24 hours
- Solve client problems before they become major issues
- Innovate processes to make tasks easier and simpler to complete
Requirements:
- Minimum experience required to be successful in the role
- Xero product specialist with ability to advise other accountants
- Experience in being both task-focused and strategically minded for clients
- Some experience in developing a client base, networking, and generating referrals
- Effective time management skills
- Proven history of demonstrating a strong client focus along with excellent communication and interpersonal skills
Salary Range:
The estimated salary for this position is AU$60,000 - AU$80,000 per annum, depending on experience.
Benefits:
We offer a dynamic work environment, opportunities for professional growth and development, and a competitive salary package.
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