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Financial Advisor

7 days ago

Manila, National Capital Region, Philippines Agava Pty Ltd Full time

At Agava Pty Ltd, we're seeking a highly skilled Financial Advisor to join our team and leverage their expertise in the Australian market. Key responsibilities include:

Providing expert financial advice and strategies to clients operating in Australia
Managing client accounts, including financial reporting and forecasting, using Xero accounting software
Assisting with tax planning, budgeting, and financial analysis
Helping clients optimize their finances by streamlining workflows in Xero
Ensuring compliance with Australian tax regulations and financial standards


Requirements:

  • Proven experience working with Australian clients in finance or accounting roles
  • Strong experience using Xero accounting software
  • Knowledge of Australian taxation laws and financial regulations
  • Strong analytical, organizational, and communication skills
  • A relevant degree in Finance, Accounting, or related field
  • Certification (Xero Advisor, CPA, or similar) is beneficial