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Chief Financial Strategist

3 weeks ago

Perth, Western Australia beBeeExpert Full time $80,000 - $120,000
Job Summary

We are seeking a seasoned professional to join our Private Tax team as a Senior Consultant. This role presents an exciting opportunity for experienced professionals to work with high-net-worth individuals, family businesses, and private companies, providing expert advice on complex income tax challenges and financial planning.

The successful candidate will have the opportunity to work across a range of clients, including entrepreneurial start-ups, established private businesses, and high-net worth individuals and family groups. As a valued member of our team, you will be responsible for delivering pragmatic solutions to help our clients solve intricate tax matters, including restructures, capital gains tax, Division 7A, and trust losses.

Key Responsibilities:

  1. Advising high-net-worth individuals, family businesses, and their owners on intricate tax matters, including restructures, capital gains tax, Division 7A, and trust losses.
  2. Providing a comprehensive range of tax advisory services to large privately owned companies, dealing with complex tax matters including exposure to international tax issues.
  3. Delivering tax compliance, financial statements, planning, and advisory services for extensive client groups featuring diverse entity types such as trusts, companies, partnerships, and individuals.
  4. Providing family advisory services, incorporating succession and estate planning.
  5. Engaging with regulatory bodies to facilitate and manage their dealings with our clients.
  6. Applying your tax expertise across various sectors of the economy.
  7. Assisting in effectively managing a client portfolio and cultivating strong relationships.
  8. Mentoring junior team members, dedicating time to their professional development.

Requirements

  1. Relevant tertiary qualifications in Commerce or Accounting.
  2. CA qualification (or on the path to completing CA or an equivalent qualification).
  3. Minimum 3+ years experience providing Australian tax compliance or business advisory services to corporate entities, high-wealth high-net worth individuals and private family groups.
  4. Excellent understanding of accounting concepts and experience in preparing financial statements for a variety of entities including trusts and companies.
  5. Demonstrated ability to research and interpret taxation legislation.
  6. Strong written and verbal communication skills.
  7. Sound time management skills, and the ability to work to deadlines.
  8. Ability to delegate to, coach and mentor junior team members.
  9. The ability to work autonomously, within a team and with clients.
  10. Eagerness to learn, develop new skills and to keep up to date with changes in taxation law.