Financial Planning Manager

7 days ago


Sydney, New South Wales, Australia Illinois CPA Society Full time
Company Overview
The Illinois CPA Society is a highly innovative and transformative business that values flexibility and choice. Our team is committed to delivering superior customer service, with a strong focus on interesting and impactful work.

We strive to be trusted advisors to our Senior Exec team, providing specialist tax advice and planning. Our multidisciplinary team of tax and accounting professionals works together to achieve our goals, with a shared commitment to value everyone's perspective and cultivate inclusion.

Salary and Benefits
We offer a range of perks and benefits, including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package. You will have the opportunity to leverage our supportive and approachable senior leadership group, with access to world-class thought leadership.

Job Description
You will have your own portfolio of clients and be involved in acting as a trusted advisor to a large number of partner family groups. You will manage the tax compliance lodgements for your portfolio, review financial accounts and tax returns for a variety of entities, provide specialist tax advice and planning, delegate and monitor workflow, mentor upcoming talent in the team, and assist Principals/Directors/Senior Managers with complex tax advisory projects.

Required Skills and Qualifications
You will have strong communication skills with a passion for delivering superior customer service. You have exceptional attention to detail and capable of working in a fast-paced environment. You are someone who has experience in managing a tax compliance program, a strong understanding of Australian accounting and tax laws, CAANZ or CPA qualification, extensive experience (minimum 5 years preferable) in a business services role or similar, and excellent verbal and written communication skills.

About Us
We're a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities, and thinking styles. We put coaching at the heart of what we do, helping our people grow their careers in any direction - whether it be up, moving into something new, or even moving across the world.

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