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Financial Advisor

3 weeks ago

Gosford, New South Wales, Australia beBee Careers Full time
Financial Advisor - Team Lead

This is an excellent opportunity for a highly skilled and motivated accounting professional to take on a leadership role as a Financial Advisor - Team Lead. In this position, you will be responsible for overseeing client engagements, reviewing financial reports and tax returns, and providing practical insights to help clients make informed financial decisions.

Key Responsibilities:
  • Oversee client engagements, ensuring high-quality and timely deliverables.
  • Review financial statements and work papers to ensure compliance with legal and regulatory standards.
  • Develop and implement strategies to improve client relationships and increase revenue.
  • Mentor and develop junior staff, fostering their professional growth within the team.
  • Contribute to the continuous professional development of yourself and the team.

Requirements:
  • Degree in Business or Commerce with a major in Accounting.
  • CA qualification (or equivalent).
  • 5-7 years' experience in professional services, with prior experience in managing a team.
  • Proven ability to provide high-quality advisory services and manage client relationships.