Job description

Exciting opportunity in a Newcastle firm with both a loyal and growing client base
Work closely with your clients and contribute to advisory work
Collaborative team in a supportive environment with growth opportunities

 

About the Firm

This well-known firm of 45 staff services a diverse and growing client base along the eastern Australian coast. You will work face-to-face with a portfolio of national and international clients with complex entities from an array of industries to help them reach their financial goals. This is perfect for someone with excellent communication skills who is technologically adept and can work both in a team and autonomously with confidence.

This is an opportunity to become deeply involved in your profession and provide value-add services to help clients reach the financial goals whilst becoming a future leader in the organisation.

Culture

The client is situated in a newly renovated building that is easily accessible by car and public transport. It is very high tech, with top of the range tools and software so you can do the best job possible. This firm truly understands the meaning of work-life balance and offers plenty of support and flexibility on how you wish to conduct your work, be it within the office or at home. In addition, the firm prioritises education, and will support you to advance your technical and interpersonal skills with monthly seminars and training. The team is close and enjoys a Friday afternoon drink at the local discounted bar, or getting together for frequent events, lunchtime sport, quarterly and EOFY parties, and charity events.


About the Role

Be directly involved in helping your clients reach their financial goals as you work alongside partners, as well as the CEOs and CFOs of the clients. You will guide and delegate to a team of 2-3 accountants as well as review their work. In addition, you will:

Conduct tasks such as management accounting, board report packs, cash flow forecasting, budgeting, and succession planning
Manage a client portfolio alongside a manager and provide tailored client advice
Complex tax returns and financial statements for complex client groups, as well as work on tax matters including GST, CGT, FBT and Div7a
Work with a diverse range of clients with TOs of up to 200 million, from industries such as agriculture, hospitality, manufacturing, engineers, retail, and primary production
Be the point of contact for clients and hold regular face to face (or virtual) meetings
Organise workflows and review work for your team

Skills & Experience

CA/CPA qualified
Minimum 4 years Public Practice experience
Superb communication skills
Australian/NZ permanent residency essential
Onshore applicants only

Benefits

Support for extensive career progression – pathways to partnership for the right candidate
Engage with a broad range of clients from a variety of industries on advisory projects
Excellent work-life balance
A fun and engaging team culture - regular staff parties, events, training, and extracurricular activities, after work drinks at the local pub
Sociable and talented staff environment  – work with an experienced partnership group with Big 4 experience

If this opportunity interests you, apply now! Submit your CV above, or contact Kate Stephenson at katestephenson@future-you.com.au for any further details.