Senior Financial Advisor
1 week ago
As a senior financial advisor, you will play a pivotal role in overseeing the financial affairs of internal partners with complex tax requirements.
">- Prepare and review detailed financial statements and income tax returns for discretionary trusts, companies, and individuals.
- Deliver tailored taxation advice on personal income tax, capital gains tax, superannuation, and private company tax issues.
To succeed in this role, you should have extensive experience in a similar position within a professional services firm or commercial environment.
">- Possess a strong passion for ongoing learning and working collaboratively as part of a dynamic team.
- Hold relevant qualifications such as CA or CPA.
As a seasoned professional, you will be responsible for managing the annual compliance process for multiple client groups and coordinating onboarding processes, including answering questions about settlement and incorporation of new trusts and companies.
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Senior Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000Senior Financial Advisor PositionWe are seeking a seasoned Senior Financial Advisor to provide expert advice and guidance on strategic financial planning, investment opportunities, and risk management. Your primary responsibilities will include analyzing complex financial data, developing comprehensive financial models, and crafting actionable...
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Senior Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $136,000 - $150,000Job Title: Senior Financial AdvisorAbout the Role:We are seeking a highly skilled Senior Financial Advisor to provide expert financial guidance and support to our clients.Prepare comprehensive financial reports, including balance sheets, income statements, and cash flow forecastsManage client relationships and develop tailored financial solutions to meet...
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Senior Financial Advisor
4 days ago
Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $200,000Job OverviewA Senior Financial Advisor RoleAs a seasoned and accomplished financial professional, you will play a pivotal role in shaping the future of our team. You will be responsible for a portfolio of high net worth clients and private enterprises.
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Financial Advisor
1 week ago
Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $110,000Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team.As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and support to clients across various industries. Your primary focus will be on delivering high-quality financial solutions that meet or exceed client expectations.The...
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Senior Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeFinance Full time $104,000 - $130,878About the RoleWe are seeking a Senior Financial Advisor to join our team. In this role, you will have the opportunity to work with clients on their finance transformation journeys, streamlining finance processes and enabling effective business partnering.
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Financial Planner
1 week 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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Financial Advisor
3 days ago
Melbourne, Victoria, Australia Nobleoak Full timeOverviewNobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial advisor looking for a flexible opportunity?Join our team in Sydney for a specialised roleJob DescriptionAs an experienced financial advisor working on our Wealth Maximiser product, you will be coaching customers using...
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Financial Planner
2 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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Financial Planner
2 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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Financial Advisor
6 days ago
Melbourne, Victoria, Australia NobleOak Full timeOverviewNobleOak is a high-growth challenger brand that puts the client at the centre of our business. Are you an experienced financial advisor looking for a flexible opportunity? Join our team in Sydney for a specialised roleJob DescriptionAs an experienced financial advisor working on our Wealth Maximiser product, you will be coaching customers using...
