Financial Services Specialist

2 weeks ago


Southern Cross, Australia beBeeAccounting Full time $110,000 - $130,000
About the Position

We seek a seasoned Accounting Professional to join our team in Melbourne, providing expert accounting and taxation services to small business clients nationwide.

  • Client Relationship Management: Deliver exceptional client service by building strong relationships with clients and addressing their needs in a professional manner.
  • Collaboration with Specialist Teams: Work closely with bookkeepers, other accountants, and support staff to provide comprehensive solutions.
  • Client Account Manager Oversight: Direct the work of Client Account Managers and manage queries to ensure alignment with client requirements.
Required Skills and Qualifications
  • Tertiary Accounting Education and Professional Certifications (CAANZ, CPA, IPA).
  • In-depth knowledge of small business accounting and tax principles, preferably within public practice.
  • Ability to adapt and learn new skills.
  • Proficiency in Xero and Xero Practice Manager (or equivalent cloud software).
  • Excellent Written and Verbal Communication Skills.
  • Strong understanding of accounting principles and the Australian Tax System.


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