Lead Financial Advisor

18 hours ago


Melbourne, Victoria, Australia Recruitment Expert Full time
Job Summary

We are seeking a highly skilled Lead Financial Advisor to join our team in South Melbourne. In this role, you will be responsible for providing expert financial guidance and support to clients, ensuring their financial goals and objectives are met.

About the Role
  • As a Senior Accountant, you will lead a portfolio of clients, providing accounting, taxation, and advisory services to ensure compliance with regulations and delivering high-quality client service.
  • You will perform financial analysis, tax planning, and business consulting to identify opportunities for optimisation and growth, staying informed on changes in tax laws, regulations, and industry trends.
  • Key responsibilities include assisting in managing a portfolio of clients, preparing financial statements, tax returns, and other compliance documents, and supporting senior accountants in serving as trusted advisors to clients.
Required Skills and Qualifications
  • A minimum of 2 years experience in accounting, taxation, and advisory services.
  • Knowledge of Australian taxation laws, regulations, and accounting standards.
  • Excellent analytical skills, attention to detail, and problem-solving abilities, with strong interpersonal and communication skills.
  • A client-centric mindset with a passion for delivering high-quality service and ability to manage multiple tasks and projects simultaneously.
Benefits
  • Competitive salary: AU$85,000 - AU$110,000 per annum (dependent on experience).
  • Ongoing professional development opportunities to enhance your skills and knowledge.
  • A supportive work environment that values professional growth and development.


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