
Financial Portfolio Manager
3 days ago
Job Summary:
We are seeking a Senior Business Services Accountant to manage a portfolio of clients and provide accounting solutions.
Key Responsibilities:
- Manage and maintain client portfolios
- Prepare financial statements and income tax returns for all entity types
- Attend to compliance obligations including income tax, GST, superannuation, land tax, stamp duty
- Prepare and review taxation advice
- Prepare and review budgets, forecasts, cash flows, and financial models
- Provide tax and accounting solutions for clients
- Handle SMSF administration and compliance
- Liaise with external parties regarding client affairs
- Prepare/review monthly management reports
- Engage in value-add and bespoke projects
- Contribute to internal process improvements
- Mentor and train staff
Requirements:
- Minimum 5 years' experience in public practice
- CA/CPA qualification
- Experience managing and mentoring staff
- Strong communication and interpersonal skills
- High attention to detail and ability to see the big picture
- Experience with MYOB, QuickBooks, and Xero
- Proactive with strong work ethic and desire for new challenges
We offer a supportive environment, competitive salary, and flexible/hybrid working arrangements. For more information, contact us directly.
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