Expert Financial Advisor

3 days ago

Adelaide, South Australia beBeeExperience Full time $75,000 - $100,000
Financial Services Professional

We are seeking a highly skilled and experienced Financial Services Professional to join our dynamic team in Adelaide. As a key member of our team, you will be responsible for providing exceptional financial services to our clients, including preparing and reviewing financial statements, income tax returns, and BAS.

Key Responsibilities:
  • Financial Statement Preparation: Prepare and review financial statements for a diverse portfolio of SME clients.
  • Tax Advisory Services: Advise on tax, structuring, and business matters to clients.
  • Client Portfolio Management: Manage client portfolios, mentor junior professionals, and contribute to the continued growth of our firm.
Requirements:
  • Professional Qualifications: CA or CPA qualified with 5+ years in public practice.
  • Technical Skills: Strong technical knowledge and confidence to work both independently and as part of a team.
  • Workflow Management: Skilled at managing workflows and meeting deadlines.
  • Team Leadership: Comfortable delegating tasks and mentoring less experienced team members.
  • Client Relationship Skills: Excellent client relationship skills with the ability to explain complex matters clearly.
  • Software Proficiency: Experience with QBCC and/or Xero (preferred but not essential).
What We Offer:
  • A supportive culture: A friendly and down-to-earth working environment.
  • An interesting client base: An opportunity to work with a diverse range of clients.
  • Competitive salary: A competitive salary package commensurate with experience.
  • Central location: A central Adelaide location with easy access to amenities and transport.

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