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Financial Services Professional

3 weeks ago

Melbourne, Victoria, Australia beBeeAccounting Full time $90,000 - $110,000
Job Title: Financial Services Professional

We are seeking a highly skilled and motivated Financial Services Professional to join our team. As a key member of our Business Advisory division, you will support small to large private businesses, family groups, not-for-profits, and foreign-owned businesses.

You will be responsible for managing and administering smaller clients, having face-to-face client contact, and meeting productivity, client budgets, and deadlines.

Key Responsibilities:
  • Tax Compliance: Prepare tax returns for individuals, companies, trusts, and partnerships.
  • Business Activity Statements: Prepare Business Activity Statements and Instalment Activity Statements.
  • Tax Office Correspondence: Manage Tax Office correspondence (e.g., assessments, instalments, PAYG variations).
  • Fringe Benefit Tax Returns: Prepare Fringe Benefit Tax returns.
  • Financial Reporting: Prepare comprehensive financial reports for all entities.
  • Management Analysis: Generate and analyze management reports such as cash flow and budgets.
  • Workpapers: Prepare workpapers to the division's quality standards.
  • Mentorship: Support and mentor junior team members, acting as a buddy when needed.
  • Service Delivery: Deliver high-quality services and meet client expectations.
Required Skills and Qualifications:
  • Experience: 18 months to 3 years' experience in a Business Services environment within a Chartered/CPA practice, with some exposure to tax issues.
  • Qualifications: Degree qualified, with CA/CPA studies underway.
  • Technical Skills: Technically proficient, with a desire to stay updated on taxation law and accounting developments.
  • Interpersonal Skills: Supportive and capable of mentoring junior staff and acting as a buddy.
  • Time Management: Able to identify issues and discuss with the appropriate manager.
  • Communication Skills: Excellent time management skills to prioritize work and meet deadlines.
  • Professional Presentation: Professional presentation and strong interpersonal and communication skills for client and team interactions.
  • Software Proficiency: Experience with APS, Xero, MYOB, QuickBooks, and proficiency in Microsoft Excel and Word.
Benefits:

This role offers a range of benefits, including professional development opportunities, flexible working arrangements, and a dynamic work environment.

Other Information:

We are an equal opportunities employer and welcome applications from diverse candidates.