Career Advancement Financial Services Manager

1 day ago

NewcastleMaitland, Australia beBeeAccountant Full time $85,000 - $110,000
Financial Services Professional Opportunity

As a key player in our team, you will be responsible for providing high-quality financial services to clients.

  • You will have the opportunity to work with various stakeholders, including internal and external partners, to deliver exceptional results.

Key Responsibilities:

  • Prepare comprehensive financial statements and tax returns for trusts, companies, and individuals.
  • Offer business advice on tax planning and other financial matters.
  • Collaborate with colleagues to achieve shared goals and objectives.
  • Manage your workload efficiently and delegate tasks effectively to team members.

Requirements:

  • CA/CPA qualified or working towards qualification with excellent communication skills.
  • Degree qualified in Commerce, Business, or related field.
  • 3+ years' experience in accounting, bookkeeping, or audit or business advisory services.
  • Strong team player with high motivation and desire to succeed.
  • Advanced MS Excel skills and data manipulation ability.
  • Ability to multitask and attention to detail are essential.

Benefits:

  • Competitive salary based on experience.
  • Partner model with uncapped commissions and bonus earnings.
  • Structured training and investment in professional development.
  • Opportunity to advance your career with a growth-oriented company.
  • Collaborative and entrepreneurial work culture.
  • Open-door policy with partners and supportive team environment.
  • Balanced work-life environment.

  • Career Advancement in Financial Planning Administration

    5 days ago

    Newcastle-Maitland, Australia beBeeClientService Full time $57,000 - $81,000

    Job Title:Career Progression in Client Administration and ComplianceAbout the RoleThis is an exciting opportunity to progress your career in client administration and compliance with a well-respected financial planning firm.You will work in a collaborative team environment that values culture, collaboration, and professional growth. Our supportive team will...

  • Advanced Financial Planner

    2 days ago

    Newcastle-Maitland, Australia beBeePlanning Full time $70,000 - $95,000

    Financial Planning SpecialistThe successful candidate will be responsible for assisting in the preparation of preapproval documentation, ensuring that recommendations are thoroughly researched and signed off by relevant authorities.This role involves providing accurate, timely, and compliant suitability reports. The ideal candidate will be skilled in...

  • Advancing Financial Adviser

    3 weeks ago

    Newcastle-Maitland, Australia Old Mutual South Africa Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Key Role DeliverablesPersonalised Financial AdviceGenerate leads through prospecting, networking and relationship-building.Meet with new customers to establish their financial goalsProvide holistic financial advice in the best...

  • Career Advancement Specialist

    4 days ago

    Newcastle-Maitland, Australia beBeeEmpowerment Full time $100,000 - $150,000

    Career Advancement SpecialistPursue a fulfilling career by empowering individuals to achieve their goals.About the Role:We're seeking a Career Advancement Specialist to provide tailored support to people with disabilities, injuries, or health conditions as they prepare for a meaningful career. As part of our dedicated team, you'll guide clients through the...

  • Advanced Business Services Accountant

    22 hours ago

    Newcastle-Maitland, Australia beBeeAccountant Full time $90,000 - $125,000

    Job OpportunityThis role offers a chance to advance your career in Business Services Accounting with a reputable organization.Key Responsibilities:Financial Statement Preparation: Create accurate financial statements and tax returns for various entities, including individuals, companies, partnerships, trusts, and SMSFs.BAS and Tax Compliance: Assist with...

  • Career Advancement Program Manager

    1 day ago

    Newcastle-Maitland, Australia beBeeCareer Full time $45,000 - $55,000

    Path to Success: Management Trainee RoleThis prestigious training programme is designed for aspiring managers who want to progress quickly. The goal of the programme is to equip participants with essential business skills and experience, paving the way for rapid advancement within the company.Key Responsibilities:Gaining hands-on experience in a real-world...

  • Financial Management Specialist

    1 day ago

    Newcastle-Maitland, Australia beBeeAccountant Full time $90,000 - $120,000

    We are seeking a highly skilled Accountant to join our team in NSW. In this full-time role, you will be responsible for managing the company's financial records and providing expert advice on accounting matters.Key Responsibilities:Prepare and analyze financial statements, including profit and loss, balance sheets, and cash flow reports.Manage the company's...

  • Financial Services Professional

    5 days ago

    Newcastle-Maitland, Australia beBeeCustomerService Full time $60,000 - $90,000

    Job OverviewWe are seeking an exceptional customer service representative to work with customers in Singleton and surrounding areas. As a key point of contact, you will identify suitable products and services that meet customers' needs.Key Responsibilities:Provide top-notch customer support at our Singleton branchWork closely with customers to understand...

  • Career Advancement Opportunities

    5 days ago

    Newcastle-Maitland, Australia beBeeDevelopment Full time $60,000 - $100,000

    Business Development Representative Job OpportunityAs a Business Development Representative, you will establish meaningful connections with small and medium-sized business owners to introduce them to innovative software solutions that combine expertise with modern tools like AI.You will be on the front lines, taking the first step in starting conversations...

  • Financial Growth Manager

    4 days ago

    Newcastle-Maitland, Australia beBeeGrowth Full time $110,000 - $140,000

    Financial Growth ManagerWe are seeking an experienced Financial Growth Manager to join our team.This role will be responsible for driving financial growth through effective leadership and business development strategies.Develop and implement strategic plans to increase revenue and profitability.Lead a high-performing team to achieve sales targets and improve...