
Senior Financial Advisor
2 days ago
This is an exciting opportunity to join a forward-thinking organization that values career growth, client satisfaction, and flexibility.
About the RoleAs an SMSF Accountant, you will oversee a portfolio of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.
- 60% SMSF compliance + 40% Trusts/Companies/Individuals
- Direct client contact with sophisticated, high-net-worth groups
- Leadership role with clear career progression
- Review complex work and provide strategic advice to help clients achieve their financial goals
- Mentor junior staff and lead by example
- Stay up-to-date with industry developments and best practices
You'll be someone who excels in a client-facing, advisory-focused role.
- Strong SMSF expertise and property investment experience (ideally with personal investment knowledge)
- Skilled in Trusts and advanced tax strategies
- CA or CPA qualified with at least 3 years' public practice experience
- Leadership and mentoring ability
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