Senior Financial Services Professional
5 days ago
Senior Financial Services Manager
">Job Description- Prepare and review complex financial statements and tax returns for clients.
- Provide tailored taxation advice on personal income tax, capital gains tax, superannuation, and private company tax issues.
- Project manage the annual compliance process for multiple client groups.
- Offer personalized structuring advice to optimize tax outcomes.
- Coordinate the onboarding of new clients, including answering questions about settlement and incorporation of new trusts and companies.
- Expertise in structuring for asset protection, tax optimization, and succession planning.
- Intermediate experience with the preparation and review of financial statements under Australian Accounting Standards and individual income tax returns.
- CA/CPA or equivalent qualifications with relevant tertiary qualifications or working towards.
- Excellent attention to detail and high organizational skills.
- Ability to work effectively under pressure to meet deadlines.
- Professional attitude, proactive approach, and collaborative team player mindset.
- High standard of integrity, confidentiality, accountability, and professionalism.
We believe diversity of thought and background strengthens our relationships and delivers meaningful benefits to our people and communities.
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