Supervisor Tax & Business Services

ABOUT THE OPPORTUNITY:

With a focus beyond tax compliance services, this organisation has built an outstanding range of service offerings that covers the entirety of a client’s financial and wealth needs, including tax advisory, SMSF management, wealth services and risk/succession advisory. Furthermore, the organisation has recognised the requirement for tailored client solutions and have established an impressive service solution for high profile individuals, entrepreneurs, families, and foreign investors.
  
My client is now requiring an experienced Supervisor (or a Senior wanting to step up) to share in their successes and continued growth.


CORE RESPONSIBILITIES:

• Manage a portfolio of clients from SMEs to large multi-entity clients.
• Provide strategies to clients in relation to budgeting & cash flow planning, tax structuring, tax planning, business structuring etc.  
• Preparing tax compliance for all entities including large groups
• Provide a holistic wealth service to clients 
• Support the Director and assist with the strategic direction of the firm
• Assist with the management and supervision of staff including workflow, review and training
• Maintain an ongoing awareness of market/industry and competitor trends and grow your portfolio through continuous improvement initiatives
• Assist with business development activities including drafting proposals and conducting client meetings

• CA or CPA qualified accountant
• Strong communication skills with the ability to liaise directly with clients, C-level contacts, and high profile individuals 
• You will be a motivated individual with a positive attitude, professional demeanour and excellent customer service skills 

• Ashley@bentleyrecruitment.com.au 
• 07 3229 8020, 0487 691 862
• https: Ashley Courtney-Gentz | LinkedIn