
Financial Portfolio Manager
2 days ago
This is a senior-level accounting position that requires an experienced and detail-oriented individual to manage a diverse portfolio of clients, ensuring high-quality financial, tax, and accounting work is completed.
- 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
The ideal candidate will possess:
- 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, including the ATO Tax Agent Portal
This role offers:
- Opportunity to work with a diverse portfolio of clients
- Collaborative work environment
- Professional development opportunities
Please note:
- Full-time employment
- Mid-senior level
- Accounting/Auditing and Finance industry
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