Accounting and Taxation Services Client Advisor

Sydney - Newcastle - Brisbane

The Job Details

We are looking for a Client Advisor with 6 or more years’ experience in a professional accounting firm.

Client Advisors in our team:

• Complete 1^st reviews of all financial statements
• Have a comprehensive understanding of Division 7A and the ability to provide strategies for compliance
• Analytically review own and the team’s client work to look for client opportunities and risks
• Research technical matters and collate relevant information to allow further decisions
• Draft advice for the client on a range of financial, taxation and investment matters for Partner review
• Competently be able to review and sign off of all client work completed by team members
• Actively contribute in client meetings or be able to conduct a client meetings with minimal partner involvement depending on experience
• Management of client list without support inclusive of relationship, turnaround of client work/tasks and WIP management
• Providing technical assistance and training to team members as and when required
• Be able to champion innovation ideas for the team
• Active contributions to workplace groups
• Mentoring of team members
  

Essential Criteria

We will provide training on our existing processes; however the applicant must have:

• 6+yrs experience working in an Accounting firm
• CA qualified
• Desire to lead and work collaboratively in a professional team focussed on continuous improvement
• Desire to educate and mentor others in the team
• Excellent time management and ability to work to deadlines
  

If you feel you are suited for the position, please submit a one page cover letter addressing how you meet the criteria and a resume detailing your experience.