Relationship management role for high net worth and professional client base. Strong partnership prospects.
This friendly, professional medium sized firm has a long track record of providing comprehensive accounting, tax, financial planning, insurance and investment advice to its high net worth and professional client base.
They are currently seeking a high caliber accountant to take on a relationship management role focussing on new clients as they come on board. As well as advising clients on all aspects of their financial affairs you will participate in business development activities such as making presentations and liaising with relevant industry associations.
To be considered you are likely to be CA/CPA qualified with at least 5 years experience in business services and/or tax consulting. A financial planning qualification would be useful, though studies to complete one after you start will be supported. You will be mentored into the role which is seen as a long term opportunity to develop with your client base and move up to a senior level within the firm.
To discuss this role in more detail please call Bruce Macaulay on (02) 8221 0553 or email a resume via the link below.