
Financial Services Expert
2 days ago
Job Overview:
We are seeking an experienced SMSF professional to join our dedicated SMSF division as a key member of the team. The successful candidate will be responsible for preparing comprehensive financial statements, tax returns, and audit documentation for Self Managed Super funds.
About You:
- Bachelor's degree in Accounting or Finance with relevant industry experience
- CA or CPA qualified (or near completion) with proven technical skills
- 3-5 years' experience in SMSF accounting with excellent knowledge of legislation, compliance, and regulatory requirements
- Effective communication and interpersonal skills with a client-focused approach
- Proficient in leading SMSF Class or BGL360 software systems
- Ability to work collaboratively with clients, auditors, and stakeholders to ensure timely and accurate document preparation
Key Responsibilities:
- Prepare detailed financial statements, tax returns, and audit documentation for Self Managed Super funds.
- Liaise closely with clients, auditors, and stakeholders to ensure seamless document preparation
- Mentor junior team members and contribute to process improvements and best-practice procedures
Why Choose Us?
- Clear career progression pathways with ongoing support and mentoring
- A supportive, collaborative, and engaging workplace culture
- Prime CBD location with easy access via public transport
- Opportunity to work closely with experienced Partners and Managers
Our Work Environment:
We are committed to creating a safe, inclusive, and respectful workplace that values diverse experiences, backgrounds, and perspectives.
-
Financial Services Expert
5 days ago
Melbourne, Victoria, Australia beBeeAccountant Full timeJob Description:We are seeking a seasoned Financial Services Expert to join our team. The successful candidate will be responsible for preparing financial statements, income tax returns, and other financial documents for individuals, businesses, and trusts.About the Position:Prepare accurate and timely financial statements and tax returnsReview and analyze...
-
Financial Expert
4 hours ago
Melbourne, Victoria, Australia beBeeFinance Full time $99,999 - $185,000Financial Expert WantedThis is a challenging role requiring expertise in financial reporting and analysis. The successful candidate will be responsible for preparing accurate and timely management accounts, as well as providing support to internal and external stakeholders.Key Responsibilities:Monthly accounting and financial analysisDeveloping and...
-
Financial Services Technology Risk Expert
3 days ago
Melbourne, Victoria, Australia beBeeRisk Full time $77,000 - $118,000Financial Services Technology Risk ExpertWe are seeking a seasoned expert to join our team, focusing on the financial services sector. You will be responsible for delivering exceptional technology risk services to banking, insurance, and wealth management clients.Key Responsibilities:Support financial audit teams by identifying and evaluating financial...
-
Financial Adviser
3 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Adviser
3 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Planner
3 days 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...
-
Financial Planner
3 days 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...
-
Financial Performance Expert
9 hours ago
Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $120,000About the RoleWe are looking for a professional with a technical accounting background to join our team as a Financial Performance Expert. In this role, you will empower Small and Medium-sized Enterprises (SMEs) by connecting them with experts to supercharge their back office.A powerful platform, a dedicated team of experts, and actionable business insights...
-
Financial Expert
8 hours ago
Melbourne, Victoria, Australia beBeeFinancial Full time $70,000 - $75,000Job OverviewThis is a role that involves working closely with clients to provide financial solutions and support.The successful candidate will have the skills and expertise to help clients achieve their financial goals, whether it's saving for a home, reducing debt or improving their credit score.The role requires strong communication and interpersonal...
-
Financial Expert
24 hours ago
Melbourne, Victoria, Australia beBeeStrategic Full time $140,000 - $250,000Job Title:Financial ExpertKey Responsibilities Include Being A Strategic Financial Partner Across The Last Mile Logistics Business. Delivering Packages To Households/Businesses Is A Crucial Aspect Of This Role, Where Attention To Detail And Time Management Skills Are Essential.To Succeed In This Position, One Must Possess Excellent Analytical And...