Business Adviser

Permanent

Date Published:December 18, 2024

Job Reference:sydBusinessAdviser 1

Location:

Sector:
Professional Services
Salary:
$120,000 - $175,000 + quarterly & annual bonus
Closing Date:
January 17, 2025
Contact Email:
info@leadgrp.com.au

Job Description

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.

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