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Financial Services Team Lead

1 week ago

Perth, Western Australia WizeTalent Full time

About Us

WizeTalent: Your Partner in Public Accounting

Traction Financial, founded in 2018, emerged from years of experience in an international mid-tier accounting practice. We sought to build strong, long-lasting relationships with clients, supporting them throughout their journey.

We offer professional development, a supportive work environment, and a commitment to employee well-being, making us an attractive choice for a rewarding career in public accounting.

The ideal candidate will have strong technical knowledge and the ability to oversee and delegate tasks to their team.

Key Responsibilities:

  • Provide team guidance and technical advice, creating a collaborative work environment.
  • Work with Senior Management to streamline processes and develop operational efficiencies.
  • Review and delegate compliance tasks (financial reports, tax returns, etc.).
  • Oversee annual tax planning and provide specialised tax optimisation advice.
  • Review and manage advisory reports on clients' business performance and strategic planning.
  • Communicate complex accounting, taxation, and business matters clearly.

Requirements:

  • Minimum 5 years in tax and business services roles.
  • At least 2+ years as a manager or team leader.
  • Proven track record in workflow management and meeting client deadlines.
  • Excellent problem-solving skills and attention to detail.
  • Experience servicing a diverse client base.
  • Proficiency in accounting software, especially Xero.
  • Strong communication skills and a team-oriented mindset.