Financial Planning Specialist

2 days ago


Brisbane, Queensland, Australia Abacus Human Capital Full time

About the Organisation:

Abacus Human Capital is a well-established boutique firm with a strong reputation in Brisbane's suburban tax specialists. We pride ourselves on our family-friendly environment and collaborative culture.

We have a consistently growing client base, offering diverse portfolios for support and growth. Our team provides direct client contact and autonomy to excel in a convenient work environment.

This is an exceptional opportunity to become a key contributor in a firm that fosters personal and professional growth.

About the Position:

  • Prepare and review complex financial statements and tax returns for various clients (companies, trusts, individuals, partnerships)
  • Offer tailored advice on tax planning, compliance, and strategies
  • Serve as the primary contact for assigned clients, addressing queries and providing solutions
  • Provide business performance insights, financial planning, and budgeting
  • Work closely with our Director, who will mentor you one-on-one

Required Skills and Qualifications:

  • Proven experience working in an Australian accounting firm for at least 4+ years
  • Experience with direct client engagement and offering tax planning strategies and advice
  • Experience working with complex tax matters such as Div7a, FBT, CGT, R&D (SMSF's is beneficial)
  • Completion or willingness to pursue CA/CPA qualification
  • Experience using MYOB, Reckon, and Handitax is advantageous

Benefits:

  • Fantastic work-life balance and relaxed office culture
  • Convenient Aspley location with free parking nearby
  • Strong team culture with a friendly and supportive Director and colleagues
  • Dynamic work and ability to work independently with your own clients
  • Very flexible and stable environment

We offer a competitive salary of $90,000 - $110,000 per annum, depending on experience.

To Apply: Please submit your application directly via our website at www.abacushumancapital.com.au/jobs.



  • Brisbane, Queensland, Australia Anglicare Southern Queensland Full time

    Financial Planning and Analysis Specialist About Anglicare Southern Queensland:We are a not-for-profit organisation that has been serving the community for over 150 years. Our mission is to empower people at every stage of their life journey, responding with compassion and humility. Role Overview:This is an exciting opportunity to join our Financial...


  • Brisbane, Queensland, Australia Michael Page Full time

    Job DescriptionAs a Financial Planning Specialist, you will be responsible for preparing financial statements for diverse industries, ensuring compliance with regulatory, accounting, and financial reporting standards. You will also prepare income tax returns for a range of entities, including companies, trusts, and high-net-worth individuals.Key...


  • Brisbane, Queensland, Australia Australian Agricultural Company Full time

    About UsThe Australian Agricultural Company is Australia's largest integrated cattle and beef producer, specialising in grass-fed, grain-fed, and Wagyu beef production. As the country's oldest continuously operating company, we have had the time to refine our approach to being a great workplace, offering support, training, and opportunities for career...


  • Brisbane, Queensland, Australia MERCER Full time

    About the RoleWe are seeking an experienced Financial Planning Specialist to join our Client Service team at Mercer in Brisbane. This role will be based on a 12-month, fixed-term contract, requiring you to work at least three days a week in the office.


  • Brisbane, Queensland, Australia Anglicare Southern Queensland Full time

    About UsAnglicare Southern Queensland is a leading provider of care, compassion, and hope to the community. Our organisation has been empowering generations of Queenslanders for over 150 years, with a strong commitment to delivering high-quality services that make a tangible difference in people's lives.Salary PackageWe offer a competitive salary package,...


  • Brisbane, Queensland, Australia JP Smith Full time

    We are seeking a talented and experienced Financial Planning Specialist to join our team at JP Smith. As a leading recruitment agency in the Toowoomba and Darling Downs region, we work with respected employers to find exceptional professionals for their teams.The ideal candidate will have a strong background in financial management, including cash flow...


  • Brisbane, Queensland, Australia Anglicare Southern Queensland Full time

    About Anglicare Southern QueenslandJob OverviewWe are seeking a Financial Planning and Analysis Specialist to join our team. As a key member of our Finance Department, you will play a crucial role in providing financial support and analysis to drive informed decision-making across the business.ResponsibilitiesFinancial Planning & Analysis: Develop and manage...


  • Brisbane, Queensland, Australia Flight Centre Travel Group Full time

    Financial Planning and Analysis RoleFlight Centre Travel Group is seeking a skilled Financial Planning and Analysis professional to join our team. As a key member of our finance team, you will be responsible for managing the annual budget and quarterly forecasting process across the Group.The successful candidate will have a strong background in financial...


  • Brisbane, Queensland, Australia Aurelia Metals Full time

    Financial Planning and Analysis LeadA key role in our growing mining company, delivering metals for the future.About the RoleWe are seeking a Financial Planning and Analysis Lead to join our Brisbane Head Office team, reporting directly to the Chief Financial Officer.Take ownership of economic and financial analysis to support business planning, growth, and...


  • Brisbane, Queensland, Australia Insignia Financial Full time

    Insignia Financial is seeking a highly experienced Risk Director to join our team. This key leadership role plays a crucial part in ensuring a sound risk and compliance culture across Asset Management, Finance, and Insignia's ESG activities.About the RoleAs a senior member of our team, you will be responsible for leading a group of risk specialists in...


  • Brisbane, Queensland, Australia Tollgroup Full time

    We are on a transformation journey at Toll Group, and we need a skilled Financial Planning Specialist to join our Global Fleet Management team. This role is responsible for supporting financial planning, performance activities, and processes to meet the needs of our new structure and strategic direction.Key ResponsibilitiesDevelop strong relationships with...


  • Brisbane, Queensland, Australia Senex Energy Limited Full time

    About Us We are a world-class supplier of affordable, reliable, and secure energy committed to delivering essential energy for life. Our operations are located in Queensland's Surat Basin. We pride ourselves on being local with offices near Wandoan and Roma, serving the thriving communities we operate in. Our company plays a critical role in Australia's...


  • Brisbane, Queensland, Australia Senex Energy Limited Full time

    About UsSenex Energy Limited is a world-class supplier of affordable, reliable, and secure energy, committed to delivering essential energy for life. Our operations are located in Queensland's Surat Basin, where we proudly provide energy to thriving communities and support thousands of workers in the manufacturing industry.As a critical energy provider,...


  • Brisbane, Queensland, Australia Perigon Group Full time

    Perigon Group is seeking a highly motivated and experienced FP&A Accountant to join their growing team. As a key member of the finance team, this role will focus on developing financial forecasts, budgets, and long-term financial plans to support business growth and decision-making.Key Responsibilities:Develop and maintain accurate and timely financial...


  • Brisbane, Queensland, Australia Aurelia Metals Full time

    We are seeking a seasoned Financial Planning and Analysis Lead to join our team at Aurelia Metals, an Australian gold and base metals mining and exploration company.Based in Brisbane, you will report directly to the Chief Financial Officer and take ownership of economic and financial analysis to support our business planning, growth, and technical activities...


  • Brisbane, Queensland, Australia Michael Page Full time

    About Our OrganisationWe are a global leader in our field, at the forefront of progress and innovation. With a rich history and a long track record of commercial success, we offer a great place to work.Our organisation has a strong presence in Brisbane, and this role is based in our office there.Job OverviewThis is a key position within our business, focused...


  • Brisbane, Queensland, Australia AU017 Mercer Outsourcing (Australia) Pty Ltd Full time

    About the Role:">We are seeking a highly skilled Senior Client Service Officer to join our Client Service team at Mercer in Brisbane. This is a hybrid role that requires working at least three days a week in the office, on a 12-month fixed term contract.">Your Key Responsibilities:">">Prepare and manage financial planning documents, applications, and client...


  • Brisbane, Queensland, Australia Aurelia Metals Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Lead to join our team at Aurelia Metals. As a key member of our organization, you will play a critical role in supporting our business planning, growth, and technical activities across the Company.Key ResponsibilitiesManage the Group planning process, including life of mine plans,...


  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    Company OverviewFuse Recruitment is a specialist recruitment agency that has been serving the insurance and wealth management industries for years. Our team of experts understands the complexities of these sectors and can provide tailored solutions to meet our clients' needs.Salary PackageWe are offering a highly competitive salary package, with an estimated...


  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    Fuse Recruitment specialises in recruitment for the insurance and wealth management industries. Our clients are seeking a skilled Financial Planning Coordinator to join their team in Brisbane CBD.The successful candidate will be responsible for providing technical and administrative support to a financial adviser, reviewing SOA's, ROA's, recording,...