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Business Advisory Senior
- Posted 25 July 2024
- Salary$100000 - $110000 per annum
- LocationPenrith
- Job type Permanent
- DisciplineAccounting & Finance
- ReferenceBH-15420
Job description
Benefits
About the firm
Join this boutique accounting firm with a team that is warm, friendly and easy to work with. This firm builds strong client relationships and delivers responsive, efficient services which has enabled over 1500 satisfied clients. Through forward-thinking this firm delivers top-tier financial services that combines the expertise of a large firm with a personalised approach enabling 95% client retention.
Due to being a specialised firm, training is constantly delivered by the Partners of the firm, where you have the opportunity to gain experience that can help you progress in your career quickly. Here, a core principle is investing in each person to allow for continuous professional development, and mentoring to help you grow both personally and professionally.
About this role
This role specifically involves special project advisory work and dealing directly with the client. Unlike other roles on this level, you will not be part-taking in much tax work. This is a unique role where you will be advising clients with a $5-50m turnover on various matters from buy and sell side M&A support to restructuring advice. You don't need knowledge of how to do these things as all training will be provided.
Key Responsibilities
Skills and experience
Perks
Contact Samaira Bhojani at samairabhojani@future-you.com.au for more information.
- Bonus structure from $10-20k annually.
- Special project advisory and very client facing work with a focus on working with Partners and being trained by them.
- Career promotion to Manager within 12-24 months.
- WFH up to 2 days a week.
About the firm
Join this boutique accounting firm with a team that is warm, friendly and easy to work with. This firm builds strong client relationships and delivers responsive, efficient services which has enabled over 1500 satisfied clients. Through forward-thinking this firm delivers top-tier financial services that combines the expertise of a large firm with a personalised approach enabling 95% client retention.
Due to being a specialised firm, training is constantly delivered by the Partners of the firm, where you have the opportunity to gain experience that can help you progress in your career quickly. Here, a core principle is investing in each person to allow for continuous professional development, and mentoring to help you grow both personally and professionally.
About this role
This role specifically involves special project advisory work and dealing directly with the client. Unlike other roles on this level, you will not be part-taking in much tax work. This is a unique role where you will be advising clients with a $5-50m turnover on various matters from buy and sell side M&A support to restructuring advice. You don't need knowledge of how to do these things as all training will be provided.
Key Responsibilities
- Special project advisory work on diverse matters.
- Host virtual and face-to-face meetings with clients.
- Partake in the client engagement process and provide client advice.
- Complete tax returns and financial statements for complex client groups.
- Work with a diverse range of local clients including HNWIs, to help them achieve their financial goals.
- Review work and organise workflows for your team.
Skills and experience
- At least 4-6 years of experience within public practice.
- Near completion or complete CA/CPA qualification.
- Excellent people skills and the ability to develop relationships with clients and team members.
- Australian Permanent Resident or Citizen.
Perks
- Work-life balance through monthly lunches with the team, as well as flexible hours, and flexible WFH arrangement on offer.
- Paid parental leave.
Contact Samaira Bhojani at samairabhojani@future-you.com.au for more information.
