Senior Financial Advisor
4 days ago
Overview
Bennetts Proactive Accountants Limited has been a trusted partner in the Te Puke and Bay of Plenty community for decades, providing expert financial services and business advisory to clients across various industries.
Key Responsibilities
This role involves managing a diverse client portfolio, handling tax compliance and income tax matters, leading projects for key client groups, and preparing financial reports as required.
- Direct support to Client Owners for compliance, advisory, and project tasks.
- Help onboard new clients, ensuring seamless Xero integration and software applications.
Requirements
The ideal candidate will have 7+ years of recent experience in tax compliance and advisory, a professional qualification in accounting, and proven leadership skills.
- Able to maintain good relationships with clients, team members, and other stakeholders.
- Results-driven and client-focused, with a passion for efficiency and client service.
Why Choose Us
We are an approved ATO, offering ongoing CPD and Xero certification for all accounting team members. Our team values its clients and aims to provide top-tier service.
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