Professional Financial Advisor

2 days ago

San Juan, National Capital Region, Philippines beBeeFinancial Full time A$28,000 - A$42,000

Job Role: Financial Expert

We are seeking an experienced and detail-oriented professional to play a crucial role in delivering compliant, timely, and accurate financial services.

Key Responsibilities & Duties:

  • Manage and expand our client base through excellent, professional service, delivered in a timely and efficient manner
  • Build long-term, proactive relationships with clients
  • Prepare financial statements and tax returns for companies, trusts, and partnerships
  • Handle calculations, preparation, and lodgement of BAS, IAS, and FBT returns for companies
  • Advise clients on technical matters and offer the full suite of services
  • Prepare tax returns for individuals, including those with rental properties, capital gains, PSI, and sole traders
  • Prepare and submit Super Guarantee Charge Statements and TPAR reports
  • Deliver timely and accurate monthly financial reports
  • Continuously improve and update internal procedures and ensure they are followed
  • Maintain clear and up-to-date client files and internal communications

Requirements:

  • Bachelor's degree in Accounting
  • 5+ years of experience in a similar role within an accounting firm
  • Experience with key accounting software (e.g., Xero, MYOB, QuickBooks)
  • Strong organizational skills and ability to handle multiple clients
  • Working knowledge of tax agent portals

Desirable Technical Experience:

  • FBT (Fringe Benefits Tax)
  • CGT (Capital Gains Tax)
  • Division 7A compliance
  • PSI (Personal Services Income)
  • Tax planning

Benefits: We value flexibility and work closely with our clients to accommodate their schedules, ensuring a smooth and effective financial experience.

Others: Our team is dedicated to providing personalized, expert services to small businesses and individuals.

Seniority level Mid-Senior levelEmployment type Full-timeJob function Accounting/Auditing and FinanceIndustry IT Services and Consulting

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