STEP AWAY Take a step back from the typical compliance work that becomes a bit tedious. Instead provide advice and guidance to your client base.

  • CLIENTELE RELATIONSHIPS You will be given several important clients to be the one they turn to when dealing with their book. Essentially the firm wants you to be the face they know and trust
  • GUIDED BY You will handle all the complex matters under the watchful eye of a Partner. He will be there to provide any guidance when needed.
  • PORTFOLIO 40% of your role will involve advisory work and your clients will range from various sizes, up to $10M.
  • TASKS You will be expected to manage the Tax Planning, Due Diligence and any other needs that arise for your clients.
  • SERVICE The Partners are about quality of work over quantity. The high level service provided is what this firm aims for.
  • SUPPORT A Trainee Accountant will be at your service and this will help develop your mentorship skills so pushing for a future management position will be on the books.
  • UP-TO-DATE Members of Tax Banter come in monthly to train and up-skill the staff, preparing them for the next step in their career.
  • GURUS The Partners are ex top 10 and have brought over an extensive client base with them
  • REPUTATION With the smaller client base they deliver quality advisory work for their clients and are undoubtedly gaining a fierce reputation.
  • NETWORKS With their close networks of financial advisors, insurance specialists, real estate agents, lawyers and doctors you will have access to a valuable wealth of resources.
  • 1 weeks ago

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