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Financial Portfolio Manager

3 weeks ago

Sydney, New South Wales, Australia beBeeAccountancy Full time $90,000 - $123,000
Job Title: Intermediate Accountant

This is a pivotal role in managing client portfolios, providing expert advice and ensuring the delivery of high-quality accounting services.

  • Manage a portfolio of clients primarily within the finance industry including partnerships self-managed super funds trusts and companies.
  • Prepare and review financial statements tax returns and other compliance documents.
  • Provide expert advice to clients on a range of accounting and taxation matters.
  • Assist with advisory projects including strategic financial planning FBT GST Div 7A Section 100A and Division 296 tax-related advice.
  • Mentor junior staff providing guidance and support.
Required Skills and Qualifications:
  • Bachelor's degree in Accounting or a related field.
  • CA or CPA qualification preferred but not mandatory.
  • Minimum of five years of public practice accounting experience for the senior role.
  • Proficiency in accounting software particularly Xero and/or Class.
  • Strong knowledge of Australian taxation laws and accounting standards.
  • Experience with FBT GST Div 7A and Section 100A.
What We Offer:
  • Salary package up to $123000 commensurate with experience.
  • Annual Christmas bonus.
  • Professional development support including financial assistance and study leave for CA program.
  • Flexible work arrangements with potential for hybrid options for the right candidate.
  • Opportunity to work directly with the principal and senior team members in a collaborative environment.