Company

Our client is a leading family office advisory firm, dedicated to managing wealth for high-net-worth families. They offer services like investment management, estate planning, tax strategy, trust administration, and philanthropy guidance, all tailored to preserve and grow wealth across generations while matching each family's unique goals. Their approach goes beyond managing assets; they safeguard family legacies, providing strategic advice while respecting privacy and confidentiality.

The culture is based on trust, discretion and lasting relationships, led by professionals who get both wealth management and family dynamics. They create an environment where advisors are not only experts but also empathetic partners in navigating financial complexities.

Their commitment includes professional growth, flexible hours, and ensuring a good work-life balance. You'll work closely with an exclusive clientele, impacting their financial legacies while growing your career in a supportive, innovative setting.

• Competitive pay with performance bonuses.
• Opportunities for career growth and professional development.
• Supportive work environment with an emphasis on work-life balance.
• Flexible work options.
• Chance to work with Australia's top families, influencing their financial strategies.

Position

This role is perfect for an experienced accountant looking to build their skills in a consulting and advisory environment, and will ideally suit someone who enjoys a combination of technical accounting and working on strategies.

• Deal with complex tax situations, optimizing tax strategies for clients including GST, CGT, FBT, and income tax.
• Offer advice on business strategy, structure, expansion, and financial planning.
• Create and analyze financial models to predict business performance, cash flows, and investment opportunities.
• Conduct due diligence for mergers, acquisitions, and business sales, protecting client interests.
• Solve business problems with innovative, compliant solutions.
• Build strong client relationships through personalized advice, understanding their specific needs.
• Advise on wealth transfer and business succession planning.
• Evaluate and reduce financial risks for clients' business operations.
• Assit in mentoring junior accountants, promoting a culture of learning.
• Keep up with new tax and business strategies to benefit clients.
• Help structure charitable efforts to match tax advantages with personal values.

Candidate

• Bachelor's degree in Accounting or Finance.
• Full CPA or CA completion is a plus.
• Experience in tax planning, business advisory, or similar roles in Australia.
• Strong analytical and problem-solving skills, with an eye for detail.
• Good at communicating complex ideas simply.
• Proven track record in building client relationships.
• Committed to continuous learning and ability to be able to adapt.

To apply for the position, we kindly request that you utilise the Quick Apply button provided within this advertisement.

Alternatively, you may contact Josh Vial through our reception team at 1300 720 832. Please be assured that all communication will be handled with utmost confidentiality, and your personal information, including your curriculum vitae, will not be shared with any third party or potential employer without your explicit authorisation. Keywords: Virtual CFO, Business Services Accountant, Tax Consulting, Business Advisory, Taxation, Business Strategy, Succession Planning, Work from home, Remote