Assistant Manager, Fordham
Core
Manage a portfolio of clients and support Partners on complex corporate advisory, tax, and wealth structuring engagements for business owners and wealthy families.
Role type
Senior IC tax and corporate advisory manager
Builds
Client relationships, tax compliance solutions, and business structuring strategies
Domain
Professional services / Tax and Corporate Advisory
Deliverable
client delivery
Required skills
Client portfolio management, complex tax advisory, corporate structuring, team supervision, financial statement review, budget and timeline management
Preferred skills
Chartered Tax Adviser qualification, Masters of Tax, Division 7A expertise, GST and CGT knowledge, SMSF expertise
Technologies
None stated
Responsibilities
Assist Partners with business performance and tax advisory engagements, manage designated client portfolios, review financial statements and tax returns, supervise and coach junior team members, support business development through networking
Seniority
Senior, hands-on IC with mentorship duties