Business Adviser

2 weeks ago

Sydney, Australia Lead Group Full time

A business advisory firm is seeking a Business Adviser to assist Client Advisers (CAs) and Lead Advisers (Leads) to care for a group of clients’ accounting and financial needs by providing exceptional service including compliance and business advice, whilst contributing to the firm being an efficient and profitable business, with a culture where staff, clients and guests always feel welcome and respected.

Key Responsibilities

  • Client and Compliance Support: Assist with managing clients' compliance needs, including handling activity statements with the Australian Taxation Office (ATO), reviewing financial statements and tax returns, and providing general accounting and tax advice.
  • Team Leadership and Mentorship: Manage and mentor accountants, ensuring work is peer-reviewed, professionally presented, and meets all firm standards, while maintaining high productivity and adherence to deadlines.
  • Process and Workflow Management: Efficiently manage information flow between clients and the firm, maintain accurate records and workpapers, submit timely timesheets, and track progress through weekly workflow reports.
  • Continuous Learning and Professional Development: Stay up to date with relevant tax legislation, industry software, and participate in internal and external training to meet CPD requirements and enhance skills.
  • Contributions to Firm Improvement: Actively contribute to enhancing firm processes, client experience, and service offerings, while fostering a positive, efficient, and collaborative team environment.

Qualifications & Experience

  • Minimum of 5 years accounting experience as a CA or CPA within Australia public practice
  • Tertiary qualification in Accounting
  • Chartered Accountant or Certified Practicing Accountant
  • Experience in the preparation of Financial Statements and Tax Returns
  • Sound knowledge of taxation legislation
  • Sound knowledge of cloud based accounting and finance products
  • Excellent use and knowledge of Microsoft suite of programs
  • Demonstrates initiative, anticipates client needs, adapts to change quickly, and proactively seeks improvements for both personal growth and firm success.
  • Builds strong client relationships, fosters trust, and works effectively as a team player to deliver high-quality results and meet deadlines.
  • Exercises sound commercial judgment, mitigates risks, communicates clearly, maintains confidentiality, and upholds the highest standards of ethics and professionalism.

  • Business Adviser

    6 months ago

    Sydney, Australia Allens Full time

    Business Adviser - Office of General Counsel Your role At Allens, our business teams are also specialists in their field, using their unique knowledge and expertise to solve critical client and business challenges. You'll be a part of our Office of General Counsel (OGC) team based in any of our Australian offices. The OGC is the firm's in-house legal...

  • Business Planning Adviser

    2 weeks ago

    Sydney, Australia ASIC Full time

    The role   As a Business Planning Adviser, you will be responsible for: Supporting ASIC's organisational strategy through the assisting the Senior Manager in coordination of business planning; stakeholder engagement, guidance and ensuring adherence with performance reporting requirements. Critically analysing business planning and performance metric...

  • Business Development Adviser

    6 months ago

    Sydney, Australia Corrs Chambers Westgarth Full time

    492692 Sydney Melbourne Business Development Full time VIEW FAVOURITES Join Corrs Chambers Westgarth, Australia's leading independent law firm. An opportunity now exists for a Business Development professional to join our Business Development team. This role has the flexibility to be based from our Sydney or Melbourne offices. We are looking for an...

  • Financial Adviser

    6 months ago

    Sydney, Australia BDO Full time

    Current opportunity Our Sydney wealth advice business is currently seeking anexperienced Financial Adviser to join our Private Wealth team. Working within a highly technical and ethical team you will besupported by excellent support staff to allow you to purely focuson delivering the very best advice to your clients. Role and responsibilities Will...

  • Bids & Business Development Adviser

    3 months ago

    Sydney, Australia KM Talent Full time

    SydneyLeading industry adviserSupport major and landmark projectsAn exciting opportunity to join a rapidly expanding firmWork with a very collaborative teamAccess to senior leadershipThis role is essential in driving the firm’s rapid growth across key sectors in the Australian market and supporting its strong expansion in the Middle East. The position...

  • Financial Adviser

    6 months ago

    Sydney, Australia Cartwright Jones Full time

    Based in Sydney CBD our client is a growing dynamic accounting and financial advice group that is growing their business. Taking over and building on a existing advice client book your role will be to build strong long term relationships with sophisticated clients. You will have access to back office support including Paraplanning and administration...

  • Adviser Support Manager

    3 months ago

    Sydney, Australia Resolution Life Full time

    About Resolution Life At Resolution Life, we are resolutely committed to protecting the financial futures entrusted to us. For customers, advisers, companies and the industry, we are making an impact worldwide. Resolution Life is a global life insurance group focusing on reinsurance and the acquisition and ongoing management of portfolios of life...

  • Senior Financial Adviser Role

    3 weeks ago

    Sydney, New South Wales, Australia Findex Full time

    Financial Services Career OpportunityWe're seeking an experienced Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you'll focus on meeting new clients and enjoying the initial discovery phase.What You'll Do:Meet and engage with new clients, understanding their financial needs and goals.Manage the...

  • Legal Adviser

    3 weeks ago

    North Sydney Council, Australia Holcim Full time

    About the RoleHolcim is seeking a talented Legal Adviser to join our team. As a Commercial Lawyer, you will provide pragmatic and accurate legal advice to our business within our risk appetite.Key responsibilities include:Providing timely and accurate legal advice on a wide range of matters.Understanding our business risk appetite and applying that awareness...

  • Reporting Program Adviser

    55 minutes ago

    Sydney, Australia The Workplace Gender Equality Agency Full time

    **Reporting Programs Adviser - Multiple Positions Ongoing** **Why this role matters** **Reporting Programs Advisers **report to the EL1 Reporting Programs Manager and provides high level guidance to employers on how to submit organisation compliance reports using our reporting platform. **The key duties and responsibilities of the position include**: -...

  • Business Development Adviser

    6 months ago

    Sydney, Australia Corrs Chambers Westgarth Full time

    Join Corrs Chambers Westgarth, Australia's leading independent law firm. An opportunity now exists for a Business Development professional to join our Business Development team. This role has the flexibility to be based from our Sydney, Brisbane or Melbourne offices. We are looking for an energetic, proactive and collaborative individual to contribute to...

  • Human Resources Adviser

    6 months ago

    Sydney, Australia Concertina Team Pty Ltd Full time

    **Position Title**:Human Resource Adviser **Company**:Concertina Team Pty Ltd **Salary**:70,000AUD + 11% Superannuation Concertina Team are looking for an experienced Human Resource Adviser for an immediate start. This position is a full-time ongoing position, working 38 hours per week based in10 New Street, Nerang, QLD 4211. As a Human Resource Adviser,...

  • Principal Financial Adviser

    5 months ago

    Sydney, Australia Zurich Insurance Company Full time

    A new adventure awaits…   How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you? At Zurich we’re on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our...

  • Associate Adviser

    6 months ago

    Sydney, Australia Chandler Macleod Full time

    **ASSOCIATE ADVISER** A unique Senior Associate / Adviser opportunity has arisen for someone who enjoys working in Accumulator client base. My clients have a strong presence in the fintech space and you will start out working with the Senior Adviser to learn about how they do things for the first 3-6 months before looking after an existing book of clients....

  • Associate Adviser

    5 months ago

    Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 3 yearsYour team - Directly working with an Investment Adviser(s) and an Associate. - Working as part of the broader Front Office team Your Role - Developing bespoke new client presentation and new business pitch material - Editing and writing investment advice updates for sharing with clients - Leading client driven research matters,...

  • Principal Financial Adviser

    5 months ago

    North Sydney, Australia Zurich Insurance Full time

    **A new adventure awaits** How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you? At Zurich we’re on a journey towards a brighter futureA brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers...

  • Nsw State Manager

    4 weeks ago

    Sydney, Australia Mercer Full time

    **NSW State Manager - Adviser Partnerships** **What can you expect?** What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning...

  • Senior Financial Adviser Transformation Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Findex Full time

    Company Overview:Findex is a dynamic and collaborative Financial Services business that prides itself on delivering an integrated service offering to meet the needs of businesses and individuals.We are focused on creating opportunities for growth and sustainability that ripple throughout our communities, attracting, retaining, and promoting people who share...

  • Communications Adviser

    3 months ago

    Sydney, Australia ASIC Full time

    Leverage your strategic communications skills in a role where you can make a real difference - Contract opportunities (6, 9 & 24 months), Sydney (other locations may be considered), hybrid working (50:50) - Salary from $118,925 - $139,100 (depending on experience) + 15.4 % superannuation A future with ASIC means that your work will contribute to ASIC's...

  • NSW State Manager

    1 week ago

    Sydney, Australia MERCER Full time

    We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.NSW State Manager - Adviser PartnershipsJoin Mercer, a global leader in HR consulting, as we transform our business with a “people first” culture. Under...