Financial Advisor delivering goals - based wealth management and investment products at Merrill. Establishing relationships and providing customized financial planning solutions.
About the role
- Senior Accountant / Team Leader in hybrid WFH arrangement at Traction Financial. Overseeing tax planning and compliance for diverse clients in a collaborative environment.
Responsibilities
- Provide team guidance and technical advice, creating a collaborative work environment
- Work with Senior Management to streamline processes and develop operational efficiencies
- Review and delegate compliance tasks (financial reports, tax returns, etc.)
- Oversee annual tax planning and provide specialised tax optimisation advice
- Review and manage advisory reports on clients' business performance and strategic planning
- Communicate complex accounting, taxation, and business matters clearly
Requirements
- Minimum 5 years in tax and business services roles
- At least 2+ years as a manager or team leader
- Proven track record in workflow management and meeting client deadlines
- Excellent problem-solving skills and attention to detail
- Experience servicing a diverse client base
- Proficiency in accounting software, especially Xero
- Strong communication skills and a team-oriented mindset
Benefits
- Study support for CA/post-graduate studies
- Flexible working hours to accommodate personal needs
- Birthday leave and celebration
- Tailored learning and development program
- Employee incentive program
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