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Tax Services Director

2 weeks ago

Sydney, New South Wales, Australia beBeeDirector Full time $120,000 - $170,000
Client Services Leadership Opportunity

About Us

We are a reputable and progressive firm based in Sydney.

Our values come from F.I.R.ST. – family first, love our clients, take responsibility, speak up, and think differently.

We provide compliance services and strategic business advice through innovative bookkeeping, accounting, taxation, audit, business advisory, and financial solutions to our clients.

We believe in giving back to the community and making a meaningful difference to the lives of our clients and their families.

The Role

This is an exciting opportunity for an ambitious Client Director to join our team. This role will work alongside the Managing Director, in a critical leadership position.

  • Preparation and review of financial statements and taxation returns
  • Structuring for tax effectiveness and asset protection
  • Tax consulting and business advisory
  • Attending to complex income tax issues and prepare advice pieces where necessary
  • Management of internal and client communications
  • Developing and managing strong client relationships and own client base
  • Leading and mentoring a team
  • Assist with converting prospects/ leads into new clients
  • Exposure to complex and high profile clients
  • Utilise best practice suite of cloud based software and systems
Requirements

Key Requirements:

  • A minimum of 8 years Australian public practice experience in Tax and Business Services
  • Strongly align with our vision, mission, and values
  • CA or CPA qualified
  • Exceptional communication, people skills, and work ethic
  • Experience working as a manager or director within business services
  • Strong technical knowledge in tax and accounting principles
  • Experience with complex structures including SMSF's
  • Friendly, positive, and personable, yet ambitious, motivated, and driven
  • Highest standard of ethics, confidentiality, and professionalism
  • Highly value long term, strong relationships
  • Ability to communicate, report to, and present to clients is essential
  • You want to make a difference/ meaningful contribution in the lives of clients, the team in which you work, and the broader community
  • Ability to contribute to and develop the firm's leadership team along with mentoring the accounting team on Tax Advisory and technical matters
  • Proficient in Xero, XPM, and Excel