CA/CPA Accountant - Client Advisor

Direct Advisory - Unique Clients | Friendly energetic innovative small team, Flexible work options | Negotiable salary & benefits, Work directly with Partner with >30 yrs experience & an extraordinary vision!.

Libertate Family Office

We're building a sustainable business that supports highly successful family businesses, professionals, & executives in all facets of their life & business by offering a true Multi-Family Office service.

Libertate may be only in our fourth year of operation, but we've a wealth of experience, a solid, growing, & interesting client base and a clear vision.

We're very deliberately growing a business based on a sound platform of systems, support, and mentorship. 

Day to day, we:

  • Solve complex issues for family business owners
  • handle client compliance requirements
  • make sure their affairs are properly structured
  • create & maximise their investment portfolios for risk & return
  • help them better understand their business & income generation
  • provide clarity and insight
  • guide them to develop and execute their vision for the future
  • educate the family about working together successfully & more harmoniously
  • help develop children of clients for their role in the family's future
  • provide guidance to plan for succession and control of family resources
  • provide support in areas such as:
    • business growth and conscious transition
    • business valuations
    • sale of business preparations
    • philanthropy, giving back
  • And so much more

We find our clients expect the best & most current advice delivered in a caring, non-judgemental, consistent, timely way. 

About The Role

Primary responsibilities & purpose of the role include:

  • Manage the completion of all compliance work including tax, accounting, & special projects for clients ensuring all are produced in a timely manner with the utmost professionalism and attention to detail
  • Contribute on a 'hand on' basis to complete the work including special projects
  • Supervise and help foster the growth of less experienced accountants & support staff
  • Provide timely advisory services to clients
  • Be constantly on the lookout for what our clients need from us - above and beyond regular compliance services
  • Be constantly on the lookout for how things could be streamlined, improved or simplified - your recommendations will be valued
  • We also envisage that you are eager to do things a little differently. To see things that could make our client's lives easier, less stressed, more in control - and take the initiative to make it so. To help us in our quest to be more & more a true Family Office. Your technical skill, coupled with your ability to listen & relate to people well, along with your values, will be the foundation upon which your career with us will be built
  • The option is available to make the role your own and fulfil your Purpose through working closely with a diverse range of successful client families.

Benefits & Perks

  • Flexible work options available.Over half our staff work part-time
  • Access to extensive modern end-of-trip & concierge facilities
  • Friendly, relaxed office (we're not just saying that!)
  • We strongly believe in the importance of family, health, and having a purpose
  • We believe in providing you with the best tools, systems, support, and software to do your job effectively & with a minimum of fuss
  • We offer you the opportunity to do more of what gives you energy, more of the time
  • We are a small team and require everyone to pitch in and truly work together. We're proud of how this works for everyone's benefit

About You

  • CA or CPA 
  • In-depth Australian accounting & taxation experience (public practice experience is mandatory)
  • 5+ years post-PY experience
  • Significant advisory experience & client connection
  • Demonstrated effective staff supervision and mentoring
  • High attention to detail and quality of work product
  • Ability to work as a productive & supportive member of a close team
  • You have a continually enquiring mind, are comfortable with innovative thinking, and are never happy with the status quo
  • You're constantly pushing your own boundaries, and understand your contribution to the business relies on multiple factors including skill, professionalism, timeliness, ability to complete and deliver, and your communication ability.
  • To fit in with our team, we imagine your sense of humour is (almost) always present.

For Further Information & to Apply

If you're ready for a new challenge - both managing our compliance & advisory area and using your leadership skills to truly make this role your own - please submit your CV along with cover letter sharing why you are interested in exploring this opportunity further. 

We treat every enquiry and application with the utmost confidentiality.

22/06/2020 $0 Brisbane 1 Accounting
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