Expert Financial Services Professional

5 days ago


Melbourne, Victoria, Australia beBeeTaxation Full time $108,965 - $145,489
Senior Financial Services Expert

This key role involves providing high-level support to partners with complex financial and tax matters. Key responsibilities include preparing and reviewing financial statements, delivering taxation advice, and overseeing the annual compliance process.

About the Role
  • Prepare and review 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.
  • Oversee the annual compliance process for multiple client groups.
Key Qualifications
  • CA/CPA or equivalent qualification with relevant tertiary qualifications or working towards.
  • Intermediate experience in preparing and reviewing financial statements according to Australian Accounting Standards and income tax returns.
  • Excellent attention to detail and high organisational skills.
What We Offer

A dynamic team environment, access to training and development opportunities, and a range of benefits including flu vaccinations, volunteer leave, discounted health insurance, and retail discounts.



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