The Opportunity

Mills Recruitment have been engaged by a rapidly growing and widely respected Accounting Practice to source a Senior Manager / Associate Director. It is expected that the incoming individual will take on a role as the firm’s next Equity Partner over time. With a growing practice of over 300 staff  nationally covering Tax, Business Advisory and the SMSF work of those key  clients, the company is looking for someone with high-level managerial qualities and integrity as well as business acumen and an ability to bring in new clients and foster relationships with existing.

Key responsibilities:-

Client Focus

• Build and maintain trusted relationships with portfolio of high net wealth clients and family groups, establishing yourself as a valued and active contributor to their financial wellbeing.
• Act as an initial point of contact for tax and business advisory queries, ensuring their prompt acknowledgement and response.
• Facilitate client meetings in a manner that demonstrates genuine curiosity, a desire to listen and learn about the client’s financial circumstances and displays an appreciation for the best way to communicate and ensure the client understands the information being shared.

Advice

• Display an in-depth and up-to-date knowledge and ability to perform a range of duties in relation to tax and business advisory services, including:
  • Strategic business advice including succession planning and estate planning
  • Accurate, timely and compliant preparation of financial reports, income tax returns, BSS/FBT returns, activity statements and work papers
  • Preparation of file notes, special purpose reports and correspondence to the ATO
  • Set-up new structures, arrange statutory registrations and related document management activities
  • Prepare family group projections
• Perform and/or oversee a range of administrative activities to support the facilitation of client requirements.
• Undertake research and analysis into legislation, case law and ATO rulings to ensure an up-to-date and correct application of tax legislation. 
• Work in conjunction with the advice team to provide proactive and strategic advice. 
• Manage a teams workload, fee budgets, fees, business development and client interactions
• Prepare and review income tax returns and financial statements for a variety of clients
• Provide tax and business planning advice to client

Skills & Experience

• Minimum of 8 years’ experience with high level accounting and tax work experience
• CA or CPA qualified
• Demonstrated attention to detail
• Strong communication skills, ability to handle conflict and negotiations
• Excellent time management and organisational skills
• Strong project management, research and tax compliance experience

If this role is something that you believe you have the experience and qualifications for as well as the fortitude to continue your professional development within, then please contact me on 0447 346 883 or email me at ross.stephens@millsrecruitment.com or apply now below.