Financial Services Professional

2 days ago


Northern Beaches, Australia Lawson Elliott Full time

We are a dynamic boutique firm located in the heart of Chatswood, offering a comprehensive range of services across tax, accounting, advisory, SMSF, and financial planning. Our team is passionate about delivering exceptional results for our clients.

Job Summary

This exciting opportunity involves managing a diverse portfolio of clients with expertise in high-net-worth individuals, medical professionals, and other professional services. The role requires ensuring compliance work is prepared and lodged on time, supporting the firm's Directors and Managers in advisory work, and nurturing the development of junior team members.

Key Responsibilities
  • Manage a diverse portfolio of clients across various industries, including high-net-worth individuals and medical professionals.
  • Ensure timely preparation and lodgement of compliance work.
  • Support the firm's Directors and Managers in the preparation of advisory work.
  • Nurture the development of junior team members, promoting their growth and success within the firm.
  • Liaise with clients to build strong relationships and respond to their queries.
Requirements
  • CA or CPA qualification (or near completion).
  • Minimum 4 years of experience in public practice accounting.
  • Excellent knowledge of Australian Accounting and Tax standards.
  • Strong communication and interpersonal skills.
What We Offer

Our firm offers a competitive salary package, including incentives, ongoing training and personal development programs, modern office environment, excellent work-life balance, hybrid working model, established processes and systems, and opportunities for growth and advancement. If you are a motivated and experienced accountant looking for a new challenge, please contact us to discuss this exciting opportunity further.



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