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Duties of a financial planner

Clane
beBeeTaxation
Financial planner
Posted: 31 July
Offer description

Job Opportunity

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We are seeking a highly skilled and experienced Financial Planning Professional to manage our financial planning services. The ideal candidate will have a strong background in accounting, excellent communication skills, and the ability to work effectively in a fast-paced environment.

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Key Responsibilities:

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* Reporting directly to the partner, the successful candidate will be tasked with completing statutory audit work for small and medium companies (approximately 50%).
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* Preparation of unaudited annual accounts for a wide variety of clients.
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* Corporate and personal taxation work.
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* Mentoring and developing junior members of staff.
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* Maintaining and developing strong relationships with a diverse portfolio of clients.
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About You:

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* You will be a Qualified Accountant – ACA/ACCA/CPA.
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* Must have experience of working in small to medium sized practice.
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* Good communication skills.
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* Experience with Relate/SURF Accounts an advantage.
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Work Schedule: Monday to Thursday 9am to 5:30pm, Friday 9am to 4pm.

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Location: Clane, IE.

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