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Location
Sydney
Salary
Upto $95,000 package + attractive bonus
Job Type
Permanent
Ref
BH-175066
Contact
Stuart Soper
Contact email
Email Stuart
Posted
My client is a market leader in the wealth management and asset management sectors. They boast a diverse and high performance culture throughout the Australian business.

Supporting key stakeholders you will assist with the delivery of timely, accurate and insightful financial, tax and management reporting for a range of managed investment schemes (MITs) and securitisation vehicles.

Specific responsibilities include:
  • Prepare periodic management accounts for a portfolio of clients
  • Prepare budgets and liquidity forecasts
  • Prepare and review audited financial statements (Special Purpose and General Purpose Tier-2) in accordance with Accounting Standards and generally accepted accounting principles
  • Review / prepare income tax calculations
  • Preparation of distribution calculations for MITs
  • Provide training to junior staff members
  • Build and maintain client relationships
  • Staff learning and development and training
  • To keep up to date with developments in the accounting standards & tax industry and communicate where appropriate
To be successful in this role you will demonstrate a number of the following attributes:
  • CA/CPA/CIMA qualified (or studying towards)
  • Between 2 - 5 years experience working in a Chartered Accounting firm
  • Specific Business Services or Enterprise Services experience will be highly regarded
  • Financial Services industry experience (nice to have)
  • Understanding of tax legislation for trusts in Australia (nice to have)
  • Highly developed analytical skills with intermediate/advanced excel skills viewed favourably

For further information on this role or to apply in confidence, please contact Stuart Soper on 02 8227 9200 or apply directly via the Apply for this job button.