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Financial planning specialist

beBeeAccountant
Financial planner
Posted: 23 October
Offer description

A challenging role as a financial planning specialist has become available in a reputable firm.


Responsibilities:

* Financial Planning and Reporting
o Prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements.
o Provide accurate and timely tax returns and management accounts.
* Client Guidance and Support
o Offer expert financial guidance to clients, helping them achieve their financial objectives.
* Regulatory Compliance
o Liaise with relevant authorities to ensure adherence to tax laws and regulations.
* Team Development and Collaboration
o Mentor junior staff members, fostering their growth and professional development within the firm.


Requirements:

* Third-level degree in finance or a related field.
* Relevant accounting qualification, such as CPA/ACCA/ACA.
* Proven experience working in a practice environment, preferably in financial planning and analysis.

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