Senior Financial Advisor
3 weeks ago
About the Role
We are seeking a highly skilled Taxation and Advisory Professional to join our team at Lawson Elliott. As a Senior Financial Advisor, you will be responsible for providing comprehensive service delivery to our clients, including reviewing and completing income tax returns for individuals, trusts, companies, and partnerships.
Key Responsibilities
- Assist the Tax and Accounting Manager in providing top-notch service to clients
- Review and complete complex tax returns, including income tax returns for individuals, trusts, companies, and partnerships
- Review the work produced by an outsourced team to ensure high-quality results
- Develop scenarios for tax planning purposes and research and resolve issues associated with client work
Requirements
- CA or CPA qualification
- 4+ years of Business Services and Taxation experience in an accounting firm
- Experience in reviewing the work of other accountants, either in a local office or an outsourced team
- Client exposure to high net worth individuals and family groups is advantageous
What We Offer
- A high-performing culture with accessible Partners/Directors
- Great flexibility with genuine work-life balance
- Ongoing professional development
- A social and engaging workplace with regular team events and activities
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