Moneywise Global / Flight Centre Travel Group

About the Business: 

Moneywise Global (MWG) is the trusted source of financial services and wellbeing education for the Flight Centre Travel Group’s (FCTG) employee base and beyond. Our services include a financial literacy platform, a money mentor program, mortgage broking, financial advice, and tax and accounting services, where this role is offered. We are a brand with a 30-year history and critically support FCTGs #1 philosophy, Our People.  

About the Opportunity 

Moneywise is expanding from our valued individual tax book of over 2,500 clients with a growing number of independent and distribution businesses across the Flight Centre Travel Group model and providing services to HNW Financial Advice clients. The Senior Advisor – Taxation and Accounting will support services to our current client base and acquire, implement and retain new clients more complex requirements.  

Services in this growth model include trust and company set-up, assessing and proposing small business services in account reconciliation, AP/AR control, payroll processing and accounting offers, management and financial reporting, IAS, BAS, CGT, FBT, business tax advice and services, and Self-Managed Super Fund administration. We see the team growing as these services attract new clients.

We are a genuine, friendly team, shaped on the culture and philosophies of Flight Centre Travel Group. You will work closely with Moneywise operational and discipline leaders, build relationships with operational leaders across FCTG and high net worth clients, and work across functions to develop and build a valuable advice, tax and accounting offer.  

• Engage with FCTG and Moneywise business leaders to develop a valuable service offering to independent travel agencies in the FCTG Group and their people
• Engage with prospective clients to acquire business, with support of broader business leaders
• Deliver services initially, then develop and build a team for profitable growth in this SME offering
• Provide and manage traditional accounting services including annual financial statements, income tax returns, fringe benefits tax, business activity statements, taxable payments annual reporting and ASIC corporate governance
• Provide advisory services including business structuring for tax effectiveness, asset protection and succession planning. You may also have the opportunity to demonstrate expertise on business valuations, small business CGT concessions and financial modelling
• Manage bookkeeping services for regular bank reconciliations, payroll processing and other services as required
• Prepare, review and lodge tax returns for individuals, trusts and businesses
• Work with the Moneywise Financial Advice team for advancement and deployment of advice strategies for high-net-worth individuals
• Manage new client onboarding and relationship management
• Manage quality assurance processes to ensure best practice accounting principles and statutory compliance is in place at all times

• CA/CPA qualification, ongoing CPD compliance, and Tax agent licence
• 5 years + experience, including public practice, with proven success in client onboarding, management, and leadership
• High level competency in accounting platforms Xero, MYOB, Quickbooks, BGL and Access Handisoft and aptitude for learning new systems according to client requirements
• Strong knowledge of Australian Taxation legislation, Codes of Practice, and General Accounting Principles
• SMSF administration experience
• Strong business acumen
• An engaging customer service and team collaboration mindset 
• Great verbal and written communication skills
• Initiative, high motivation and a passion for customer and business outcomes 
• Professional competency in Microsoft suite of tools including Outlook, Word, Power point and Sharepoint

• Salary on offer, $110k Base Plus Super and opportunity to earn 10% upside based on alignment to Key Performance Indicators for the role
• A generous Employee Share Plan ownership scheme
• A flexible work environment, working from home and FCTG office for 2-3 days per week for team, customer and stakeholder engagement. This role is based in Brisbane, in FCTG’s Grey Street, Southbank Global HQ premises  
• Access to ongoing training & professional development - Individualised Learning & Development pathway options  
• Brightness of future - career opportunities in a network of brands and businesses across the global - we promote from within    
• Travel discounts including family and friends, health and wellness discounts, financial planning advise and more
• Corporate Health Discounts - access exclusive discounts on health insurance plans for you and your family
• Exclusive retail discounts - accessible via our employee-only portal with 350+ of Australia’s leading retailers 
• Awards events and social team building events, and opportunity to attend global conference (Lisbon 2024, LA 2025)  
• A great opportunity to have positive impact on the lives of hundreds of clients across Australia and strengthen financial literacy and wellbeing for life
• Sustainability - The protection of our environment is essential to the future of tourism, as a leading travel group, we have made efforts to affect positive change to the environment, visit our CSR Page

We Value You

Our Talent Acquisition Team kindly requests no unsolicited resumes or approaches from Recruitment Agencies. Flight Centre Travel Group is not responsible for any fees related to unsolicited resumes.