Business Services Accountant / Client Manager - Western Sydney
Core
Prepare and review financial statements, tax returns, and BAS for HNW family groups and investment portfolios; manage client relationships and conduct meetings.
Role type
Senior Business Services Accountant / Client Manager
Builds
Tax planning and finalized financial reporting for client portfolios
Domain
Accounting and Tax for High Net Worth Individuals and SMEs
Deliverable
client delivery
Required skills
Tax accounting, financial statement preparation, BAS processing, client portfolio management, workflow allocation, Xero, XPM, Class Super
Preferred skills
None stated
Technologies
Xero, XPM, Class Super
Responsibilities
Prepare and review financial statements and tax returns; manage client meetings and presentations; allocate jobs to offshore team; review work from pooled staff; conduct tax planning for portfolios over $500K
Seniority
Senior, hands-on IC