Expert Financial Planner
2 weeks ago
This role involves providing expert advice and support to internal clients, with a focus on financial planning and tax optimization.
The ideal candidate will have prior experience overseeing complex financial affairs and possess strong organizational skills. They will also be able to work effectively under pressure to meet deadlines and demonstrate excellent attention to detail.
About the Role- Prepare and review financial statements and income tax returns for discretionary trusts, companies, and individuals.
- Provide tailored taxation advice on personal income tax, capital gains tax, superannuation, and private company tax issues.
- Project manage the annual compliance process for multiple client groups.
- Offer personalized structuring advice.
- Coordinate the onboarding of new clients.
- CA/CPA or equivalent qualification.
- Relevant tertiary qualifications or working towards completion.
- Excellent verbal and written communication skills.
- Able to work in a dynamic and confidential environment.
As a Senior Advisor, you will have access to training through monthly tax technical updates and broader professional development opportunities. You will also be part of an agile and flexible working environment that offers best-in-class learning and personal development opportunities.
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Financial Planner
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Financial Planner
3 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Melbourne, Victoria, Australia AIA Australia Limited Full timeJoin to apply for the Financial Planner role at AIA Australia6 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner role at AIA AustraliaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from AIA AustraliaLeading the Talent Acquisition team to hire the best professionals for AIA...
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Senior Financial Solutions Expert
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Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $160,000Job DescriptionThe role of a Senior Financial Planner at our organisation involves delivering strategic financial solutions and investment advice to clients, guiding junior staff, and collaborating with directors on firm-wide projects.About the RoleDeliver detailed financial plans and investment advice to clientsGuide and mentor Provisional...
