Senior Financial Advisor

2 days ago

Mabalacat, Central Luzon, Philippines beBeeAccountant Full time ₱800,000 - ₱1,200,000

We are seeking an experienced Senior Tax & Advisory Accountant to join our dynamic team. As a key member of our tax department, you will play a vital role in providing expert tax advice and guidance to our clients.

Job Description

Tax & Compliance:

  • Manage a portfolio of clients from end to end, overseeing their financial affairs, ensuring tax compliance, and maintaining high-quality, timely deliverables.
  • Prepare and complete year-end financial statements and tax returns for individuals, businesses, and entities in accordance with Australian tax laws.
  • Manage BAS and IAS lodgments, payroll tax, FBT, Division 7A compliance, and liaise with the ATO to address any issues.
  • Conduct tax research, provide strategic tax planning, and advise on business structuring to optimize client outcomes.
  • Assist with onboarding new clients by facilitating a smooth transition and ensuring all documentation is complete.
  • Assist in internal system and process improvements to enhance efficiency within the tax team.

Advisory & Reporting:

  • Support the delivery of virtual CFO services, including budgeting, cash flow forecasting, KPI tracking, and preparation of management reports as required by clients.
  • Prepare quarterly and monthly reporting packs that compare actuals against budgets and benchmarks, offering insights into variances and performance trends.
  • Utilize reporting tools such as Fathom, Excel, or similar platforms to build and maintain financial dashboards and scenario models.
  • Assist in client meetings by providing data-driven insights to support strategic decision-making.
  • Assist in the development and improvement of internal reporting frameworks and workflows as the firm's advisory services expand.
Required Skills and Qualifications

Bachelor's degree in accounting or a related field

Extensive 4-5 years of hands-on experience in Australian tax within an accounting firm, specializing in SMEs

Comprehensive understanding of Australian tax regulations and guidelines, with tax planning and client-facing experience considered a strong advantage

Experience or interest in management reporting, including budgeting, forecasting, and KPI tracking; familiarity with Fathom or similar tools is an advantage

Proficiency in Xero accounting software is required; a background in Karbon and Fathom is a plus

Hands-on experience in bookkeeping and/or SMSF is a strong advantage

Benefits

Competitive salary (depending on skills and experience)

Guaranteed Year-End-Bonus (inspired by 13th month pay) rewarding your hard work and dedication

22 PTO credits (vacation leave, sick leave and holidays)

HMO allowance or reimbursement provided to support your healthcare needs

Potential salary increase based on performance and company profitability

Dayshift schedule for optimal work-life balance

Remote opportunity

Full-time and long-term opportunity with career growth and advancement

Relationship-based company that genuinely cares about its people and clients

Modern accounting firm ethos with a blend of personable professionalism

Others

Exceptional attention to detail, ensuring accuracy across compliance, reporting, and client deliverables

Ability to assist with process and system improvements, especially as the firm scales its operations and explores automation or workflow enhancements

Strong communication skills with the ability to clearly explain tax and financial concepts to clients and collaborate effectively within a remote team

Self-motivated, dependable, and able to manage deliverables across a client portfolio with minimal supervision

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