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Accounting Professional Required
3 weeks ago
This key role plays a pivotal part in managing client portfolios, providing expert advice, and ensuring the delivery of high-quality accounting services. As an accomplished Financial Portfolio Manager, you will be responsible for managing a portfolio of clients, primarily within the finance industry, including partnerships, self-managed super funds, trusts, and companies.
The ideal candidate will possess a Bachelor's degree in Accounting or a related field and hold CA or CPA qualification, preferably with minimum five years of public practice accounting experience. Proficiency in accounting software, particularly Xero and/or Class, is also essential. Additionally, the successful candidate will have strong knowledge of Australian taxation laws and accounting standards, as well as experience with FBT, GST, Div 7A, and Section 100A.
The Financial Portfolio Manager will be responsible for preparing and reviewing financial statements, tax returns, and other compliance documents, while providing expert advice to clients on a range of accounting and taxation matters. They will also assist with advisory projects, including strategic financial planning, and mentor junior staff, providing guidance and support.
We offer a competitive salary package up to $123,000 commensurate with experience, annual Christmas bonus, professional development support, flexible work arrangements, and the opportunity to work directly with the principal and senior team members in a collaborative environment.
Key Responsibilities:
