Financial Services Manager

2 weeks ago


Brisbane, Queensland, Australia beBeeManager Full time $120,000 - $180,000
Job Title: Financial Services Manager

As a highly skilled and experienced financial services manager, you will play a key role in assisting our director with an ever-growing client base on the Sunshine Coast.

The ideal candidate will have 7+ years of experience working in an Australian accounting firm, holding CA or CPA qualifications. They will possess strong advisory skills, a proven track record in providing value-added services, and excellent communication and leadership abilities.

You will be responsible for managing a diverse portfolio of clients with a focus on regional businesses, overseeing tax compliance and planning for individuals and businesses, and providing virtual CFO services to clients to improve business operations. Additionally, you will manage two junior staff while being supported by the partner and contribute to the firm's growth and business development initiatives.

Key Responsibilities:

  • Client Relationship Management: Manage a diverse portfolio of clients with a focus on regional businesses.
  • Tax Compliance: Oversee tax compliance and planning for individuals and businesses.
  • CFO Services: Provide virtual CFO services to clients to improve business operations.
  • Team Leadership: Manage two junior staff while being supported by the partner.
  • Business Development: Contribute to the firm's growth and business development initiatives.

Requirements:

  • Experience: 7+ years of experience working in an Australian accounting firm.
  • Qualifications: CA or CPA qualifications.
  • Skills: Strong advisory skills, excellent communication and leadership skills, proactive approach to client relationships and business development.

What We Offer:

  • Industry Leading Salary Package with Employee Bonuses.
  • High Growth Clients.
  • Supportive and Collaborative Work Environment.
  • Specific Career Development Plan Tailored to Your Goals.
  • Flexible Start/Finish Times.
  • Laid-Back Regional Lifestyle without the Traffic.


  • Brisbane, Queensland, Australia Insignia Financial Full time

    Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...


  • Brisbane, Queensland, Australia Insignia Financial Full time

    Customer Service Officer**About the opportunity**Reporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and outbound...


  • Brisbane, Queensland, Australia Windsor Group Full time

    Tree change- 3-month temporary opportunity with the possiblity of perm- Excellent remuneration package with accommodation support**Financial Services Manager**An exciting opportunity is on offer to utilise your established financial management and team leadership skills to lead this council's finance department.- Tree change- 3-month temporary opportunity...


  • Brisbane, Queensland, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Queen St, Brisbane Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms...


  • Brisbane, Queensland, Australia Premier And Cabinet Full time

    The Manager, Financial Services will have experience and knowledge in the Queensland Financial Accountability Framework and the legislation, policies and guidelines requirements to support the annual budget and financial reporting requirements.


  • Brisbane, Queensland, Australia Donnybrook Balingup Full time

    Employment Details**Date Added**:- 23-Jan-2025**Closing Date**:- 14-Feb-2025 04:00 PM**Position Description**:- Download Position Description**Join Our Journey**: Manager Financial Services (Package up to $170,000)Nestled in the South West of Western Australia, the Shire of Donnybrook Balingup is a community that thrives on its rich rural lifestyle, cultural...


  • Brisbane, Queensland, Australia Donnybrook Balingup Full time

    Employment Details**Date Added**:- 5-Nov-2024**Closing Date**:- 29-Nov-2024 04:00 PM**Position Description**:- Download Position Description**About the Role**The Shire is seeking the services of a highly motivated and suitably qualified applicant for the role of **Manager Financial Services.**This position is ideal for a results-oriented professional with...


  • Brisbane, Queensland, Australia Cubic Corporation Full time

    Business Unit:Cubic Transportation SystemsCompany Details:When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's lives easier by simplifying their daily journeys, and defense capabilities to help promote mission success and safety for those who serve their nation. Led by our...


  • Brisbane, Queensland, Australia beBeeFinancialManagement Full time $90,000 - $110,000

    About the Position","This role involves managing financial services and providing support to healthcare staff and patients across various facilities.","Key Skills and Qualifications","Financial management skills with ability to manage workload and meet deadlines.","Effective communication and negotiation skills with internal and external...


  • Brisbane, Queensland, Australia Insignia Financial Ltd Full time $104,000 - $130,878 per year

    Company description: Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesJob description: Champion providing client service and administrative adviser supportLocation: BrisbanePermanent Full Time OpportunityThe...