Rare career opportunity for a CPA or CA qualified Tax Manager to join our rapidly expanding firm, with the opportunity available to progress to Partner.

Seeking high caliber applicants who are driven and motivated to work with a close-knit team ensuring the sustainable and ethical growth of the firm well into the future.

About Us

Trusted by clients for over a decade, Fortuna Advisory Group, are an Australian National Award-Winning Firm been announced as 2022 Firm of the Year by Accountants Daily and in the Australian Financial Review Top 100 Accounting Firms list for 2022 as well as 2022 Fast Growing Firm.

The Fortuna’s suite of current capabilities includes Tax, Business Advisory & Accounting Services, Bookkeeping, CFO, Financial Planning, Wealth Management and Mortgage Broking services – a complete tailor-made solution.  In addition, clients can also access Legal Advice, Estate Planning, Business Finance, and Business and General Insurance Brokers.

Vast regional coverage sees Fortuna currently holding offices in Perth, Geraldton, Carnarvon, Exmouth and Karratha, with other expansion on the horizon.

About the Opportunity

We currently have a requirement for 2 Senior Tax Managers, one to be based at our Balcatta office and one to be based at our Geraldton office.

We are in search of rising stars who can take this autonomous leadership role a truly make it their own.

You will be required to offer guidance and support to a medium sized team of accountants, ensuring efficient policies and procedures are in place for smooth internal operations.

Your point of difference however will be the solid relationships you will build with new and existing clients.  This opportunity requires a person within whom is driven by client service and client care.  Our holistic approach and the Fortuna moto of ‘We stay with you for life’ is testament to our visions of truly caring for clients and their overall financial journey.

Key points of this role include:

• Nurture lasting relationships with clients and contribute to the positive reputation of the business brand within the community
• Serve clients through an all-inclusive approach, including gaining understanding of their business, their accounting and tax requirements and obligations, their corporate record obligations, and their management needs
• Advise clients regarding their accounting, tax, management information, banking, and other business issues
• Ensure our clients become aware of our holistic approach to financial welfare
• Co-ordination of work scheduling and processes for the accounting and tax team, including monitoring the outsourcing of client work, to ensure compliance within company policies and procedures and deliver timely outcomes for the client
• Contribute to the development, application, and documentation of effective procedures within the accounting and tax team that are compliant with professional standards and obligations

To be successful you will have:

• A Commerce or Business degree
• CA or CPA Qualified
• 10 years or more in Australian accounting industry
• Ability to handle clients and the varying dynamics of the role
• Advanced knowledge of accounting standards and complex business taxation issues
• Proven ability to manage deadlines and achieve outcomes
• Effective nurturing of cross-functional relationships
• Effective negotiation skills
• High-level leadership skills
• Effective team participation
• High-level inter-personal skills based on trust and openness
• Ability to develop and nurture long-term business relationships

This is an excellent opportunity for someone looking to move to a progressive and fast growing multi-disciplinary firm, where they can fast track their career to have an equity stake in the business.

What will you be doing:

As a financial planner at Fortuna’s Balcatta office, you will provide holistic financial advice to both new and existing clients. You will initially build these client relationships in Perth, with freedom to eventually travel to Fortuna’s regional office to meet clients and participate in presentations and events hosted by the company.  

The coverage range includes, but is not limited to:

• Cash-flow management
• Taxation management in conjunction with our accounting team
• Debt management and reduction strategies
• Personal and business insurance
• Investment advice and portfolio construction
• Superannuation advice
• Retirement planning

About us:

Fortuna is a nationally accredited professional services firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• Extensive experience working as a financial planner in Australia
• Current AR status (registered on ASIC)
• FAESA pass status
• A tertiary degree aligned with industry education requirements
• Proven experience in advising high net-worth clients with SMSF’s, trusts and/or company structures
• Experience in building multi-layered portfolios and various types of portfolios to suit clients’ life-stage and individual needs
• Strong relationship building skills
• The ability and willingness to advise and service clients from all walks of life
• A great understanding of industry-specific compliance frameworks
• Proficiency in the Microsoft suite with the ability to pick up new software quickly
• An accounting background/qualification is desired but not necessary
• Strong familiarity with XPlan is highly desired but not necessary

Join Fortuna and build an exceptional experience for yourself and your clients.

What will you be doing:

We are searching for an experienced professional who can take on this autonomous role and truly make it their own. As a Principal Lawyer at Fortuna’s Balcatta office, you will ensure effective, timely, and accurate preparation of legal documents, based on professional judgement and working with clients to draw out their needs and objectives. You will be required to display high-level client relationship building skills and work with minimum supervision.

This role also includes some business development activities, including delivering seminars on estate planning issues to existing and potential clients, and participating in professional associations which may generate referrals. After all, we want a leader who will display the skills required to growth the law division of the company, bring in new business outside the Fortuna group and lead the team into the future.

About us:

Fortuna is a nationally accredited professional services firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A law degree
• A Uniform Legal Profession Act practicing certificate.
• A minimum of 8-12 years of PQE
• Advanced knowledge of estate planning and estate taxation issues, including complex wills involving testamentary trusts.
• A strong understanding of succession mechanisms for self-managed superannuation funds and discretionary trusts, as part of the estate planning process.
• Experience in general commercial (non-contentious) legal matters is an advantage.
• Strong strategic thinking to help clients plan and implement complex estate planning requirements.
• Good interpersonal skills based on trust and openness.
• A drive for client service and care

Your true point of difference will be your ability to builds solid relationships with new and existing clients.

Join Fortuna and build an exceptional experience for yourself and your clients.

What will you be doing:

As a Tax Manager at Fortuna’s Applecross office, you will initially be handling a portfolio of $550 – 600K and eventually step up as an equity partner for Fortuna’s growing accounting operations.

Your responsibilities include:

• Playing a pivotal role in expanding Fortuna’s Perth business
• Building relationships with clients across the community
• Guiding a team during this growth phase
• Managing an independent portfolio of diverse clients

About us:

Fortuna is a nationally accredited, top 100 accounting firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A commerce or business degree
• Is CA or CPA qualified
• Previously managed a medium sized team
• Strategic thinking for financial management
• An inclusive leadership style
• People and team management skills

Join Fortuna and build an exceptional experience for yourself and your clients.

What will you be doing:

As a senior accountant at Fortuna’s Applecross office, you will assist the Senior Managers with their portfolio of clients and play a key role in the growth and development of our practice. This role is pivotal in managing and expanding our client services and provides the pathway to make senior management in the future at Fortuna.

Your responsibilities include:

• Preparing financial statements, reports, and tax returns in compliance with regulatory standards.
• Building and maintaining strong client relationships.
• Providing strategic financial advice to clients.
• Supervising and mentoring a team of accountants and bookkeepers.
• Assisting in the development and implementation of accounting policies and procedures.
• Ensuring accuracy and compliance with all tax regulations and company standards.
• Conducting financial analysis and providing insights for business decisions.
• Participating in community relationship-building activities to foster business growth.

About us:

Fortuna is a nationally accredited, top 100 accounting firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A bachelor’s degree in commerce, business, accounting, or related field.
• A CA or CPA qualification.
• A minimum of 5 years of experience in accounting and tax, preferably in a senior role.
• Strong strategic thinking and financial management skills.
• Excellent leadership and team management capabilities.
• Proficiency in common accounting software and the Microsoft Office suite.
• Exceptional communication and interpersonal skills.
• A high level of accuracy and attention to detail.
• The ability to work independently and as part of a team.
• Experience in managing both onshore and offshore teams is preferred but not necessary.

Join Fortuna and build an exceptional experience for yourself and your clients.

What will you be doing:

Do you want to escape the high costs and fast pace of city life? Do you want to embrace a friendly community surrounded by natural beauty? Do you want to regain control of your work-life balance in Western Australia’s most sought-after region? If so, Fortuna’s Busselton office is perfect for you. Just a short 3-hour drive south of Perth, our office is minutes away from some of the most spectacular experiences WA has to offer.

As a Tax Manager at Fortuna’s Busselton office, you will initially be handling a portfolio of $550 – 600K and eventually step up as an equity partner for Fortuna’s growing south-west operations.

Your responsibilities include:

• Playing a pivotal role in expanding Fortuna’s south-west business
• Building relationships with clients across the community
• Guide a team during this growth phase
• Managing an independent portfolio of diverse clients

About us:

Fortuna is a nationally accredited, top 100 accounting firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A commerce or business degree
• Is CA or CPA qualified
• Previously managed a medium sized team
• Strategic thinking for financial management
• An inclusive leadership style
• People and team management skills

Make the move to Busselton and experience a fulfilling career without the city stress.

What will you be doing:

Do you want to escape the high costs and fast pace of city life? Do you want to embrace a friendly community surrounded by natural beauty? Do you want to regain control of your work-life balance in Western Australia’s most sought-after region? If so, Fortuna’s Mandurah office is perfect for you. Just a short 1-hour drive south of Perth, our office is minutes away from some of the most spectacular experiences WA has to offer.

As a Tax Manager at Fortuna’s Mandurah office, you will initially be handling a portfolio of $550 – 600K and eventually step up as an equity partner for Fortuna’s growing south-west operations.

Your responsibilities include:

• Playing a pivotal role in expanding Fortuna’s south-west business
• Building relationships with clients across the community
• Guide a team during this growth phase
• Managing an independent portfolio of diverse clients

About us:

Fortuna is a nationally accredited, top 100 accounting firm stepping into the exciting next stage of its life.  With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A commerce or business degree
• Is CA or CPA qualified
• Previously managed a medium sized team
• Strategic thinking for financial management
• An inclusive leadership style
• People and team management skills

Make the move to Mandurah and experience a fulfilling career without the city stress.

What will you be doing:

Do you want to escape the high costs and fast pace of city life? Do you want to embrace a friendly community surrounded by natural beauty? Do you want to regain control of your work-life balance in Western Australia’s most sought-after region? If so, Fortuna’s Margaret River office is perfect for you. Just a short 3-hour drive south of Perth, our office is minutes away from some of the most spectacular experiences WA has to offer.

As a Tax Manager at Fortuna’s Margaret River, you will initially be handling a portfolio of $550 – 600K and eventually step up as an equity partner for Fortuna’s growing south-west operations.

Your responsibilities include:

• Playing a pivotal role in expanding Fortuna’s south-west business
• Building relationships with clients across the community
• Guide a team during this growth phase
• Managing an independent portfolio of diverse clients

About us:

Fortuna is a nationally accredited, top 100 accounting firm stepping into the exciting next stage of its life. With rapid and ongoing expansion across Australia, we are looking for people to take charge and grow with our company.

At Fortuna, we recognise that a cohesive and motivated team is the cornerstone of our success. Collaborate with enthusiastic and talented professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best, as well as produce meaningful and impactful work in an inclusive environment.

At Fortuna, we trust you. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their clients, team and personal commitments. Our people also enjoy a variety of exciting perks including:

• Extensive staff training support
• Staff deals and discounts across Fortuna’s suite of services
• Flexible working arrangements
• Frequent staff outings and activities and more…

Enough about us, let’s talk about you:

Here’s what we’re looking for, but no sweat if you don’t nail everything. We want to know what you’re great at, what skills you’re open to picking up, and how far you want to take this.

You are someone who has:

• A commerce or business degree
• Is CA or CPA qualified
• Previously managed a medium sized team
• Strategic thinking for financial management
• An inclusive leadership style
• People and team management skills

Make the move to Margaret River and experience a fulfilling career without the city stress.