Senior Analyst
Core
Senior Analyst supporting private business owners, family groups, and high net worth individuals with financial analysis, tax planning, and strategic advisory.
Role type
Senior IC financial analyst (private clients & business advisory)
Builds
Financial statements, tax returns, and strategic advisory projects for private clients
Domain
Accounting, Tax, Private Client Advisory
Required skills
Financial analysis, Tax planning, Group structure analysis, Financial statement preparation, Tax return preparation, Business restructuring, Succession planning, Client liaison, ATO liaison, Mentoring
Preferred skills
CA or CPA qualification, Analytical mindset, Client relationship building
Technologies
Accounting software, Tax software
Responsibilities
Analyze financial information across complex group structures, Prepare financial statements and tax returns, Provide tax planning and structuring insights, Assist with advisory projects like business restructures and succession planning, Liaise with clients and the ATO, Support and mentor junior team members