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About the Role
As a Senior Analyst in the Private Advisory & Family Office Sydney team, you will support Managers, Directors, and Partners working with Australia’s most iconic families and private enterprises. Your client portfolio will include high net wealth individuals, family groups, start-up enterprises, and large mature trading businesses. You will be responsible for managing a portfolio of clients and delivering key services with team support.
Responsibilities
- Preparation and review of client financial statements & financial reports
- Preparation and review of income tax returns for private companies, trusts, individuals and partnerships
- Preparation and review of all ATO correspondence, including Top 500 & Next 5000 ATO Private Group Reviews and general tax correspondence
- Identifying and advising clients on complex tax and accounting solutions for high net wealth families and their family offices
- Act as intermediary between directors, managers and your team, assisting on advisory engagements
- Build direct relationships with clients and provide exceptional client service
- Delegation and review of client work
- Management of multiple engagements simultaneously
- Provide technical support and training to junior staff
Requirements
- Completed or close to completed CA qualifications
- Prior experience at a Big 4 or mid-tier professional or accounting services firm
- Solid foundation of technical skills in taxation and accounting
- Strong collaborative skills, a dedicated work ethic and excellent communication skills
- A passion for working with private clients
Skills
- Taxation
- Accounting
- Client relationship management
- Client service
- Technical support
- Training
Location
- Sydney
Work Type
- Flexible working options
Experience Level
- Senior Analyst
Education Level
- CA qualifications
Benefits
- Retail discounts
- Wellbeing leave
- Paid volunteering days
- Twelve flexible working options
- Market-leading parental leave
- Return to work support package
About the Company
- Deloitte Private forms authentic relationships with Australia’s largest private entities to offer specialist solutions such as tax and business advisory services.
- Our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.
- Our services ensure that the accounting and tax requirements of our clients’ business are compliant with relevant industry standards and regulatory requirements.
- Our key focus is to help our clients business be adherent to Australian Tax Office requirements, while guiding them towards a growing and sustainable future.
Equal Opportunity
- We embrace diversity, equity and inclusion.
- We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles.
- What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.