CN-AFS-WIDE-REV - web (1)

Accounting and Taxation Services Client Advisor

The Job Details

We are looking for an Client Advisor with 6 or more years’ experience in a professional accounting firm.

Client Advisors in our team:

  • Complete 1st reviews of all financial statements
  • Have a comprehensive understanding of Division 7A and the ability to provide strategies for compliance
  • Analytically review own and the team’s client work to look for client opportunities and risks
  • Research technical matters and collate relevant information to allow further decisions
  • Draft advice for the client on a range of financial, taxation and investment matters for Partner review
  • Competently be able to review and sign off of all client work completed by team members
  • Actively contribute in client meetings or be able to conduct a client meetings with minimal partner involvement depending on experience
  • Management of client list without support inclusive of relationship, turnaround of client work/tasks and WIP management
  • Providing technical assistance and training to team members as and when required
  • Be able to champion innovation ideas for the team
  • Active contributions to workplace groups
  • Mentoring of team members

Essential Criteria

We will provide training on our existing processes; however the applicant must have:

  • 6+yrs experience working in an Accounting firm
  • CA qualified
  • Desire to lead and work collaboratively in a professional team focussed on continuous improvement
  • Desire to educate and mentor others in the team
  • Excellent time management and ability to work to deadlines

If you feel you are suited for the position, please submit a one page cover letter addressing how you meet the criteria and a resume detailing your experience.

Please submit your details below