Senior Financial Planning Specialist

2 weeks ago

Sunshine Coast, Australia beBeeExpert Full time $90,000 - $120,000
Financial Services Expert

We are seeking a highly skilled and experienced Financial Services Expert to join our team on the Sunshine Coast. As a seasoned professional in this field, you will have the opportunity to work with a diverse range of clients across various industries, assisting them with complex financial planning, tax compliance, and business advisory services.

Key Responsibilities:

  • Develop and implement comprehensive financial strategies for clients, ensuring compliance with regulatory requirements and industry standards.
  • Manage income tax returns for various entities, including companies, trusts, and high-net-worth individuals.
  • Execute tax planning tasks, and provide advisory services to clients regarding business operations, tax efficiency, and regulatory matters.
  • Offer business structuring, improvement, and growth advisory services to help clients achieve their business goals.
  • Act as a key point of contact for clients, liaising with managers and partners to resolve queries and deliver exceptional client experience.

Career Growth & Opportunities:

In a dynamic and mid-tier firm like ours, you'll have the opportunity to take ownership of your projects, engage with clients directly, and grow your career in a variety of areas—whether it's specialising in tax, business advisory, financial planning, or a combination of these.

Work-Life Balance:

The Sunshine Coast offers a relaxed pace of life, pristine beaches, stunning hinterland, and flexible working arrangements. You'll have the ideal work-life balance that can be hard to find in the city.

Our company is committed to providing its team members with the tools and resources needed to succeed in their roles. We pride ourselves on fostering a collaborative and supportive work environment that encourages growth, learning, and innovation.

  • Financial Planning Specialist

    1 week ago

    Gold Coast, Queensland, Australia beBeeTax Full time $90,000 - $120,000

    Senior Tax Accountant RoleWe are seeking a highly skilled and experienced Senior Tax Accountant to fill this key position in our team.Key ResponsibilitiesPreparing accurate financial statements and tax returns for individuals, companies, trusts, and partnerships is a critical aspect of the role.Assisting in the preparation and lodgment of Business Activity...

  • Financial Planning

    2 weeks ago

    Gold Coast, Queensland, Australia LifeFlight Australia Limited Full time

    Financial Planning & Analysis Manager (On-site)Be part of a company that is one of a kind in its culture, spirit and passion. Join a proud & growing team that offers quality, hassle free & affordable travel experiences.The OpportunityThe Financial Planning & Analysis (FP&A) Manager will be a key partner to the CFO and senior leadership team, driving...

  • Senior Financial Planning

    2 days ago

    Gold Coast, Queensland, Australia Princess Polly Full time $120,000 - $180,000 per year

    Princess Polly is the global fashion brand at the forefront of trend-driven, lower impact and accessible apparel. Established as an online force in the Australian retail scene in 2010, Princess Polly quickly became the clothing brand found in every influencer haul, viral TikTok, Instagram OOTD and celeb street looks. Now, one of the fastest-growing online...

  • Assistant Financial Planning

    2 weeks ago

    Sunshine Coast, Australia Youi Pty Ltd Full time

    **Assistant Financial Planning & Analysis Analyst** **About the role** Join our Financial Planning & Analysis (FP&A) team as an Assistant FP&A Analyst, where you'll provide essential support to the Senior FP&A Analyst in areas such as quarterly forecasts, annual budgets, five-year plans, cost allocations and reporting. This role is a great opportunity for...

  • Senior Financial Specialist

    2 weeks ago

    Sunshine Coast Regional District, Australia beBeeAccountancy Part time $90,000 - $120,000

    Expert Accounting RoleWe are seeking a skilled Senior Accountant to join our team. The ideal candidate will have experience in Australian accounting firms, preferably in business services and Self-Managed Superannuation Funds (SMSF). This role offers an opportunity to work independently and manage a client portfolio.The successful applicant will be...

  • Financial Planning

    1 week ago

    South West Coast VIC, Australia Hays | Accountancy & Finance Full time $120,000 per year

    Your new company This leading Australian export business, backed by a global parent company, is seeking a commercially astute Financial Planning & Analysis Analyst to join their high-performing finance team in Geelong. With a strong international footprint and a commitment to innovation and sustainability, this organisation offers a dynamic and...

  • Lead Financial Specialist

    1 week ago

    Sunshine Coast, Australia beBeeAccountancy Full time $90,000 - $120,000

    Senior Accountant RoleThe Senior Accountant will play a pivotal role in our audit, tax and advisory services team. As a senior member of the team, you will have the opportunity to work with a broad range of clients across various industries.Prepare financial statements in accordance with regulatory, accounting, and financial reporting standards across a...

  • Senior Financial Planner

    1 week ago

    Sunshine Coast, Australia beBeeFinancial Full time $106,500 - $138,000

    Business Analysis and Financial PlanningThe role plays a pivotal part in driving business growth through informed decision making.This position is responsible for developing and implementing financial plans that align with the organisation's strategic objectives.Key Responsibilities:Analyse and interpret financial data to provide actionable...

  • Senior Financial Accountant Role

    2 weeks ago

    Sunshine Coast, Australia beBeeAccounting Full time $120,000 - $160,000

    Financial Accounting SpecialistThe successful candidate will be responsible for delivering high-quality financial accounting and reporting functions.Key Responsibilities:Provide accurate, timely and relevant financial information and analysis to managers and executives.Ensure financial data is prepared and summarised consistently with process to support...

  • Environmental Planning Specialist

    2 weeks ago

    Sunshine Coast, Australia beBeeEnvironmental Full time $90,000 - $120,000

    Job OpportunityOur organization specializes in environmental management and mitigation. We are seeking a highly skilled Senior Environmental Planner to join our team.Role OverviewThis is a full-time on-site position for a Senior Environmental Planner located on the Sunshine Coast, QLD. The successful candidate will be responsible for conducting environmental...