Business Services & Corporate Advisory (Accounting)Company: Trinity Advisory – Accounting, Advisory, and Coaching Services for Small BusinessesLocation: Sunshine CoastEmployment Type: Full-timeSalary Range (Australia): AUD $120,000 to $135,000 per year + superannuation (based on experience and skills).Who We Are:Trinity Advisory is a multi-award-winning firm specialising in accounting, business advisory, and coaching services tailored for small business owners. We take great joy in guiding small business owners from the trap of "self-employment" to the freedom of true "business ownership." Our mission is to provide proactive, dynamic advice by using each client's personal "why" with the story behind their financial data to drive business success.Our Core Values:Go Above & Beyond: Taking initiative to exceed expectations and always striving to delight.Cultivate Positive Relationships: Showing kindness, respect, and maintaining open, honest communication.Take Responsibility: Owning our actions and results, celebrating successes, and learning from challenges.Embrace Teamwork: Delivering better outcomes through collaboration.Commit to Learning: Continuously growing and improving personally and professionally.Give Back: Engaging with and supporting the community around us.If these principles resonate with you, we invite you to apply to join us as our Senior Advisor.Role Overview:As a Senior Advisor at Trinity Advisory, you will play a pivotal role in delivering exceptional accounting and business advisory services to our clients. You are detail-oriented, analytical, and an effective communicator. A passion for the transformative impact of accounting and business advisory on clients' lives is essential, along with a natural curiosity and a desire to understand the 'WHY' behind client needs.Key Responsibilities:Client Engagement:Proactively engage with clients to build and maintain strong relationships.Build personal relationships with clients beyond regular transactions, showing genuine interest in their lives.Go above and beyond to delight your clients by surpassing expectations.Business Advisory:Apply knowledge of business advisory concepts to offer proactive, personalised advice that enhances clients' financial performance and planning.Be aware of client pain points and proactively assist them in finding the right solutions.Stay informed about financial landscapes and market trends, applying this knowledge to our business advisory services.Client Support:Prepare management accounts, financial statements, and tax returns within set deadlines, ensuring accuracy and compliance.Collaborate closely with clients to provide tax forecasting and tax minimisation strategies that align with their business goals.Fulfill ad-hoc client requests punctually, meeting high-quality standards.System and Process Improvement:Regularly review and report on any substandard internal systems allowing for continuous improvement.Ensure accurate and timely invoicing and billing processes by monitoring client work progress and issuing invoices upon project milestones.Mentor and support junior accountants, helping to develop their skills and knowledge.Qualifications & Skills Needed:Experience & Expertise:CA/CPA/IPA Qualification or EquivalentMinimum 7 years' experience in accounting, business advisory, or a related field.Technical Skills:In-depth Knowledge: Demonstrates a robust understanding of tax laws, statutory regulations, and business advisory.Market & Client Awareness: Understands business trends and benchmarks specific to key clients.Xero certified with skilled in Microsoft Excel and other Microsoft programs.Personal Attributes:Team Support: Actively contributes to team morale and provides support where needed.Exceptional Communication: Strong writing, editing, and interpersonal communication skills.Highly Organised: Detail-oriented with strong management abilities.Proactive Mindset: Hands-on, solution-focused thinker who delivers high-quality outcomes.Collaborative: Team player who works effectively across departments.Why Join Trinity Advisory?At Trinity Advisory, we are passionate about helping small businesses grow and succeed. As a Senior Advisor, you will be responsible for delivering exceptional advisory services that make a real difference in our clients' lives. We offer a supportive, innovative environment where we embrace teamwork to deliver better outcomes.
#J-18808-Ljbffr