Strategic Financial Expert

1 week ago

Melbourne, Victoria, Australia beBeeAdvisor Full time $140,000 - $180,000
Job Description

As a Senior Advisor, you will play a key role in advising emerging and established businesses on their financial and tax affairs.

You will work closely with clients to understand their needs and provide tailored advice on structuring for asset protection, tax optimisation, and succession planning.

Our team is dedicated to delivering exceptional results and providing a supportive environment for our professionals to grow and develop their skills.

Key Responsibilities
  • Prepare financial statements and income tax returns for discretionary trusts, companies, and individuals.
  • Provide expert taxation advice on personal income tax, capital gains tax, superannuation, and private company tax issues.
  • Manage annual compliance processes for client groups.
  • Develop and implement effective structuring strategies for clients.
  • Collaborate with internal teams to ensure seamless delivery of services.
About You
  • Prior experience in overseeing complex financial and tax affairs for internal partners or clients.
  • Intermediate experience preparing financial statements and income tax returns for family trusts and individuals.
  • Chartered Accountant (CA) or Certified Practising Accountant (CPA) qualification or equivalent.
  • Excellent attention to detail and organisational skills.
  • Ability to work under pressure and meet deadlines.
  • Strong verbal and written communication skills.
Additional Information

Experience in similar roles in professional services firms or commercial environments is essential.

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