
Portfolio Leadership Position
19 hours ago
This key leadership position presents an excellent chance to manage a diverse portfolio and lead a team of professionals.
- Develop strong client relationships through regular meetings and effective communication.
- Review complex financial data to deliver practical solutions that meet clients' needs.
- Lead, mentor, and support junior staff members in their professional development.
- Liaise with offshore teams for preparatory work and bookkeeping.
Key Qualifications:
- CA or CPA qualification is essential.
- Public practice experience with a focus on client management.
- Confident reviewing complex work and providing high-quality advice.
- Skilled in tax compliance and business advisory services.
- Values leadership, growth, and continuous improvement.
Benefits:
- Flexible working arrangement with the option to work from home two days a week.
- The opportunity to lead your own team and manage a significant portfolio.
- A long-term profit-sharing plan.
- On-site parking facilities.
About Us:
Our company has experienced consistent growth and is expanding its leadership structure. We are a locally owned and operated firm specializing in tax and advisory services for privately held businesses and groups.
Our team is collaborative, grounded, and focused on genuine long-term development.
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