Lead Financial Services Manager

2 weeks ago


Brisbane, Queensland, Australia WizeTalent Full time
About Evergreen Accounting & Advisory

We offer a range of accounting and advisory services tailored to meet the diverse needs of our clients. Our team is dedicated to delivering exceptional service across Australia.

Learn more about us here: https://www.evergreenaccounting.com.au/

Meet Natasha Mackenzie: https://youtu.be/xrqV5NwMLFs

Job Summary:

As a Lead Financial Services Manager, you will lead our accounting team in providing comprehensive financial services to our clients. You will oversee financial reporting, tax compliance, and strategic business planning, and help manage client relationships, overseeing project delivery, and ensuring client satisfaction. This role involves a blend of client interaction and accounting tasks. Some travel may be required.

What We Are Offering:
  • A competitive salary of $120,000 - $180,000 per annum, depending on experience.
  • A work-from-home set-up with flexible scheduling options.
  • A supportive and collaborative work environment.
Key Responsibilities:
  1. Lead, mentor, and develop a team of accountants, ensuring high performance, professional growth, and effective collaboration.
  2. Build and maintain strong relationships with key clients, ensuring their accounting needs are met, and providing strategic financial advice.
  3. Oversee the preparation and review of financial statements, ensuring accuracy, compliance with accounting standards, and timely submission.
  4. Manage tax preparation, planning, and compliance activities, staying up to date with the latest regulations to ensure the firm's adherence to tax laws.
  5. Track and report on team performance metrics, ensuring targets are met and operational efficiency is maximized.
Skills and Experience
  • 5+ years of experience in public accounting, with a focus on Australian taxation across all entity types.
  • Strong leadership and team management skills.
  • Excellent analytical, problem-solving, and decision-making abilities.
  • Advanced knowledge of accounting principles, tax laws, and regulatory requirements.
  • Proficiency in accounting software such as Xero and MS Office.
  • Exceptional communication and client relationship management skills.


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