This is an exciting and rare opportunity to join a highly dynamic and modern accounting firm in Chatswood. With industry leading mentors specialising in proactively servicing medical professionals.
With a focus beyond tax compliance services, we have built an outstanding range of service offerings that covers the entirety of a clients financial and wealth needs, including tax advisory, SMSF management, wealth services and risk/succession advisory.
Our niche service offering is attracting an abundance of referrals and new clients resulting in rapid growth in clients and continued growth in staff.
We use the latest technology and tools to help drives efficiencies and have a paperless office.
We now require an experienced Manager to share in our success and continued growth.
About the Role:
Reporting to the management team and Director, the core focus of your role will be providing strategies and tax advice to HNW and medical clients, leading staff and client engagements
Your core responsibilities will include:
Manage a portfolio of HNW medical clients
Reviewing of compliance work
Working across all entities including SMSF
Support and development of team members
Provide a holistic wealth service to clients
Ensuring complex accounting matters are researched and addressed
Support the Director and assist with the strategic direction of the firm
Assist with the management and supervision of staff including workflow, review and training
Assist with business development activities including drafting proposals and conducting client meetings
In addition to adhoc tasks as assigned from time to time.
$110k - $130k package
Ongoing training and personal development programs
Mentored by industry leading advisors to the medical profession
Great collaborative culture with very low turnover
Modern offices next to train station
Excellent work/life balance including working from home arrangements
Established and organised processes and systems
Opportunity to do more advisory work
Clear path for further career progression
Well presented, personable, friendly, down to earth and organised person
Experience working in a manager role within business services
Attention to detail with strong technical skills
Excellent communication skills both written and verbal
Track record of providing compliance to SME & HNW clients