Senior Financial Specialist

3 days ago

Adelaide, South Australia beBeeAccounting Full time $65,000 - $100,000
Senior Financial Specialist

The Senior Financial Specialist role provides financial reporting and tax compliance support to private family offices. This position offers exposure to every aspect of their businesses, including financial reporting, tax compliance, and strategic advisory.

You will be working with family groups managing 10–20 entities (typically with assets of $40M–$60M) and clients with up to $100M in assets. Advisory work makes up around 35% of the role and continues to grow, including preparing monthly board papers and serving as a critical link between families, fund managers, and banks.

Main Responsibilities-

  • Support the preparation of monthly financial reports and compliance requirements
  • Assist with the preparation of complex individual company trust and partnership tax returns
  • Analyse management reports to clients including assisting with monthly board papers
  • Facilitate communication across the families, fund managers, banks, and regulators
  • Participate in developing strategies to simplify investment and operating structures
  • Engage with stakeholders across family and corporate groups to establish a legacy for future generations
  • Gain hands-on experience across various aspects of business operations

About You-

  • Experience in a commercial or Business Services role within a professional services firm
  • A strong interest in accounting principles and practices
  • Demonstrated analytical problem-solving ability
  • Inquisitive mindset
  • Ability to build strong relationships

Key Skills:

  • Financial reporting and analysis
  • Tax compliance and planning
  • Strategic advisory and consulting
  • Communication and interpersonal skills
  • Leadership and team management

What We Offer-

A dynamic and supportive work environment that fosters growth and development. Opportunities for professional advancement and continuous learning.

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