Job Details
  • Reference393551I_1669100659
  • LocationEdgecliff
  • SalaryAU$60000 - AU$65000 per annum + studies covered
  • Job TypeFull Time
  • Posted9 days ago
  • ConsultantAnson Lam
We are a financial services firm located in Edgecliff that services high net worth individuals, who usually have a trust account, some investment properties, super, managed investments and insurances . We provide providing a full service offering including Financial Planning and accounting.

Our client focuses on weawlthy medical professionals, predominately tax compliance work.

If you are looking for progression, you will have access to professional development and career growth, but you must bring a proactive, motivated attitude to make things happen.

Role and responsibility:

  • BAS, Tax and preparation of financial statements
  • Prepare Payment Summary reconciliations, payroll tax returns and FBT Returns for Clients when required.
  • Direct contact with Clients (subject to Nominees consent), bank employees and third parties regarding queries in the preparation of all returns and financial statements.
  • Handling tax department audits, enquiries and correspondence on Client behalf in accordance with a Nominees consent and instructions.
  • Check assessments and draft assessment letters.
  • To advise Nominee(s) of possible investment opportunities for Clients in the area of superannuation and the possibility of disability insurance and Life insurance as detected when preparing Income Tax Returns.
  • Other projects as required

  • The successful candidate will have at least 6 months expeirence in professional accounting practice experience
  • Looking to study your CA/CPA - fully paid for along with study and exam leave
  • Outstanding relationship and communication skills are also essential as the role requires extensive contact with your client base.
  • We are open to career progression into management or directorship

Please email your updated CV if you are interested in applying. Only emailed CVs will be contacted.