Senior Financial Advisor

3 weeks ago

Melbourne, Victoria, Australia Findex Full time

We are seeking a dedicated Senior Financial Advisor to join our Business Advisory team in Melbourne on a full-time basis.

Findex is building an agile workplace that empowers our people to work in a way that best meets their needs, and those of their team and clients.

A workplace that values your needs and allows you to be the best version of yourself.

Career growth of Findex employees isn't limited by their location, with a presence across Australia & New Zealand.

What will your typical week look like?

Our Family Office approach will allow you to provide more personalized advice to our clients, ensuring greater independence and client contact.

  • Assist in preparing business advice and/or producing complex special purpose reports for clients.
  • Prepare financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and a range of individual businesses.
  • Ensure jobs are completed effectively by meeting technical standards and deadlines, within budget.
  • Ensure clients are made aware of their compliance obligations.
  • Liaise with various providers and statutory authorities on behalf of clients.
  • The ability to establish and maintain positive relationships with colleagues and clients.

More about the perks

  • We aim to provide flexible schedules, work environments, and experiences.
  • Competitive salary & Inclusive working environment.
  • Clear career development pathway and ongoing training/support.
  • Be mentored by industry-leading professionals, with access to industry-leading learning and development.

Let's talk about you

You are someone with:

  • Proven accounting experience within public practice.
  • CA or CPA qualification or be working towards this (desirable).
  • Proactive attitude, self-motivated, and ability to work unsupervised and in a team environment.
  • Possess the drive to provide clients with an exceptionally high level of advice and care.

Let's talk about our team

  • Supportive team with active social calendar and connection days.
  • Enjoy a collaborative work environment that values teamwork.
  • Work alongside and be mentored by industry-leading professionals, with access to industry-leading learning and development designed to accelerate your development.
  • Rewarding role which offers both compliance and business advisory services for a large and diverse client portfolio.

Next Steps?

If this sounds like you, we look forward to meeting you. Apply now.

Please note, you will be directed to our careers page to apply.

Please note: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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