Financial Services Professional

2 weeks ago


Melbourne, Victoria, Australia Charterhouse Full time

Unlock Your Potential with Charterhouse

About the Company:

Charterhouse is a top-tier accounting firm known for delivering exceptional services. Our team is dedicated to cultivating a unique skill set in taxation and professional services, providing a supportive environment for professionals to grow and develop their expertise.

About the Role:

  • Review and prepare financial statements and income tax returns for various entity types
  • Offer strategic tax planning and business advisory services
  • Build and enhance client relationships
  • Identify opportunities for additional work within existing client portfolios and promote the firm
  • Participate in team training and mentoring initiatives

About You:

To succeed in this role, you will be a qualified CA/CPA with 5+ years of experience in public practice. You will possess confident client relationship management skills, professional presentation, and excellent communication skills. A strong understanding of accounting standards and reporting obligations is also essential.

Benefits & Culture:

  • Professional development opportunities
  • Forward-thinking directors
  • Flexible working arrangements for optimal work-life balance
  • Diverse client base across various industries

Salary: $100,000 - $120,000 per annum

How to Apply:

If you are a motivated and experienced professional looking to take your career to the next level, please send your CV to apply directly through the advertisement. At Charterhouse, we value diversity and welcome unique contributions from all individuals.



  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe are a leading non-bank lender in Australia, dedicated to providing free-thinking loans and exceptional experiences for our customers.Our vision is guided by FLAIR, our five core values that inform every aspect of our business:Fairness in all our interactionsA culture of continuous learningAccountability in everything we...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe're a leading non-bank lender in Australia, providing free-thinking loans and helping over 500,000 people get financially stable.Our vision is to be the top finance group championing free thinking, guided by our values: Fairness, Learning, Accountability, Investment, and Resourcefulness. These core values inform everything we...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe're passionate about empowering individuals with innovative loan solutions.As a top non-bank lender, we've been helping over 850,000 Australians achieve their financial dreams for years. Our team is a close-knit community that thrives on collaboration and support.The OpportunityWe're looking for enthusiastic finance...


  • Melbourne, Victoria, Australia BDO Australia Full time

    About BDO AustraliaBDO Australia is a leading professional services firm with a strong presence in the Australian market. Our team of experts provides a wide range of advisory, audit, and accounting services to clients across various industries.As a Financial Services Professional in our Business Services team, you will be involved in working with a diverse...


  • Melbourne, Victoria, Australia Sustain Recruit Full time

    A key role is available within a global financial services organisation for a collaborative and experienced professional with a focus on fund accounting and unit pricing.Responsibilities:The successful candidate will be responsible for:Unit Pricing: Accurate calculation and reporting of financial data.Month-End Report Packs: Preparation and timely delivery...


  • Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    About the Role:At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Wealth Manager to join our team in Melbourne, Australia. The successful candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    Exciting Opportunity at Liberty Financial GroupWe are seeking a highly skilled and experienced Broker Support Specialist to join our team at Liberty Financial Group. As a key member of our organization, you will play a vital role in supporting our brokers and BDMs in their sales endeavors.About the RoleThe ideal candidate will have at least 2+ years of...


  • Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    Job Title: Wealth ManagerAbout the Role:Click and Connect Online Limited is seeking a highly motivated and experienced Wealth Manager to join their team in Melbourne, Australia. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key...


  • Melbourne, Victoria, Australia Benneaux Full time

    Business Services Senior Role">An exciting opportunity has arisen for a highly motivated and experienced Financial Services Specialist to join our esteemed practice, Benneaux.">As a Senior Business Services Professional, you will play a pivotal role in delivering exceptional financial services to a diverse range of clients, including high-level corporate...


  • Melbourne, Victoria, Australia ANZ Full time

    About ANZWe're a leading financial services institution shaping a world where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our millions of customers.


  • Melbourne, Victoria, Australia ROC Consulting Full time

    Exciting Opportunity for a Senior Financial Services ProfessionalWe are seeking an experienced Senior Financial Services Professional to join our team in Richmond. This is a fantastic opportunity for someone who wants to take on a leadership role and contribute to the growth of our organization.About the Role:The successful candidate will be responsible for...


  • Melbourne, Victoria, Australia ANZ Full time

    About UsAt ANZ, we're driving a vision where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our millions of customers.About the RoleYou'll be working with our Commercial Home and Investment Lending team as a Financial Services Professional, supporting customers in saving for, buying, and owning their...


  • Melbourne, Victoria, Australia Pitcher Partners Australia Full time

    We're a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.At Pitcher Partners Australia, we foster an environment of openness where great ideas can come from anywhere. It's about trust, relationships, and creating surprising opportunities for our business. And your career.Pitcher...


  • Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full time

    About Bendigo and Adelaide BankWe are a leading bank in Australia, committed to helping our customers achieve their financial goals.Estimated Salary: $60,000 - $80,000 per annumAs a Financial Services Professional at our Wangaratta branch, you will be the face of our bank and play a critical role in delivering exceptional customer experiences.About YouYou...


  • Melbourne, Victoria, Australia Jobs for Humanity Full time

    Job Title Financial Services Sales ProfessionalCompany OverviewFIS, a leading fintech company, champions diversity and innovation to deliver world-leading solutions for our clients, colleagues, and communities. As a dedicated team member, you will contribute to growing the business of enterprise financial services companies.About the RoleThis role offers the...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    Unlock Your Career Potential at Liberty Financial GroupAbout Us:We are a leading non-bank lender in Australia, committed to providing innovative financial solutions that empower individuals and businesses to achieve their goals.We pride ourselves on our values-driven approach, which guides us to always be Fair, Learning, Accountable, Invested, and...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    About the RoleOur client is an ASX-listed financial services organisation with a strong focus on governance and compliance. This role will oversee disclosure materials and provide support across the broader team to ensure governance and disclosure practices meet high standards.This is a permanent position available in either Melbourne or Sydney, offering...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe are a dynamic and innovative financial services company dedicated to helping people achieve financial freedom.As the leading non-bank lender in Australia, we have been providing free-thinking loans for decades and have helped over 500,000 people get financially stable.We offer a broad range of flexible and custom products that...


  • Melbourne, Victoria, Australia Benneaux Full time

    Senior Financial Services ProfessionalAre you a skilled accountant looking for a challenging role in business services? We have an exciting opportunity for a Senior Financial Services Professional to join our team at Benneaux.The ideal candidate will have 4+ years of experience in business services or tax, with strong technical knowledge and excellent...


  • Melbourne, Victoria, Australia Aon Full time

    About the Role:This senior-level position involves overseeing client relationships and driving business expansion within the Financial Services Group department. As a key member of our team, you will play a crucial role in shaping the strategy of our growing business unit and delivering exceptional results.Key Responsibilities:Portfolio Management:...