Senior Advisor / Client Manager

Details of the offer

Government - State (Government & Defence)
Full time
We are seeking a self-directed, authentic and focused Senior Advisor (accountant/client manager) to lead our Dubbo team - this is an office job, on-site. PrincipleFocus is a regional accounting & advisory business that has a big vision, for ourselves and for our clients.
We listen, develop possibilities, focus on outcomes and inspire growth - growth in profits, growth in business and growth in people.
PrincipleFocus differs from other accounting firms, in that we deliver outcomes and value (not just annual compliance documents), focusing on developing client relationships and partnering with our clients to achieve their personal aspirations & goals.
Our clients are regionally based families, largely comprising 'proactive & dynamic' individuals involved in agribusiness and investment (HNW), all looking to change, develop and grow.
To achieve that vision our team must also grow - in excellence and innovation, through our collective and varied experiences and our knowledge.
The position offers: Genuine client focus & client management role, with substantial client interaction.Broad range of business advisory services & specialist opportunities.A commitment to outcomes, value, learning and excellence.Vibrant, innovative, team culture.Reporting directly to the Managing Director, your role will be to: Develop and maintain excellent support, communication, and management of a discrete client base.Identify and follow up opportunities to add value for clients and for PrincipleFocus.Work collaboratively with the team, to support each other and to grow and advance our business.Support clients with regular management accounting & reporting, business and strategic planning, support for clients with finance, asset sales and purchases and developing their business structures.Review and finalise year-end financial statements and tax returns.Manage clients' taxation and other compliance obligations, and support them in their future plans.Essential skills: Minimum 7 years' experience in a professional practice or corporate environment.Excellent client management skills and ability to develop strong client relationships – an authentic, genuine interest in clients.Leadership experience including management of team members.High skill levels in business communication and teamwork.Committed to growth and learning (including continuing professional development).Strong attention to detail and good work ethic.Demonstrated skills in problem-solving.Demonstrated skills in workflow management, prioritisation and organisation.Experience in providing informative financial reporting in accordance with Australian Accounting Standards.Experience and understanding of client tax compliance obligations.Demonstrated experience with Microsoft Office 365, financial reporting applications and Xero.Previous involvement with a leadership team.Demonstrated skills in client relationship building, development and sales experience.Business development skills (i.e.
developing the PrincipleFocus business).Business development skills (i.e.
developing client businesses – e.g.
business & strategic planning, development of business models, budget preparation).Experience with practice management software, specifically FYI.Experience with management accounting and reporting.Experience in SMSF administration.Experience in writing complex tax advice.Your opportunity: You will be an integral part of a high performing and professional team, in a people focused business.
We believe and are motivated by support for each other, service to clients, and "making a difference".
An attractive remuneration package, and career path to a director position is on offer for the right candidate.
To apply, please submit your resume and a cover letter outlining what you will bring to the position.
Please note that answering to these questions in your cover letter is a must:
1.
Are you an Australian citizen or permanent resident? 2.
Do you have at least 5 years of experience as a Senior Advisor or Senior Accountant? 3.
Are you comfortable working in an office environment?
This is not a remote position.
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Nominal Salary: To be agreed

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