Job Overview
We are seeking a highly skilled and qualified Lead Financial Strategist to manage a diverse portfolio of clients across various industries.
Key Responsibilities:
* Financial Planning: Prepare, review, and finalize financial statements and tax computations for a wide range of clients, ensuring accuracy and full compliance with accounting standards, tax regulations, and industry requirements.
* Client Management: Manage a varied client portfolio, providing tailored financial advice, strategic support, and proactive guidance to help clients achieve their business objectives.
* Communication: Act as the primary point of contact for clients, building and maintaining strong professional relationships while delivering exceptional service.
* Collaboration: Collaborate closely with colleagues, junior staff, and senior management to ensure seamless service delivery and contribute to the firm's overall growth strategy.
* Strategic Implementation: Implement effective financial strategies aligned with each client's business goals, driving long-term success and sustainability.
* Professional Development: Assist in mentoring and supporting junior team members, promoting professional development and knowledge sharing within the team.
Required Skills and Qualifications:
* CPA, ACCA, or ACA qualification with a minimum of three years' experience in public practice.
* Strong technical knowledge of accounting principles, tax regulations, and compliance standards with a high level of attention to detail.
* Excellent interpersonal and communication skills with a proven ability to build trusted relationships with clients and colleagues.
* Demonstrated ability to manage multiple projects simultaneously while meeting strict deadlines.
* Strong commercial awareness with the capability to provide practical, client-focused financial solutions.
* A proactive approach with a willingness to learn, adapt, and grow professionally within a dynamic and evolving role.
Key skills include bank reconciliations, VAT returns, preparation of financial statements, financial analysis, and accounting expertise.