Financial Planning Specialist

1 week ago


Colac, Victoria, Australia Findex Full time
About the Role

We are seeking an experienced Accounting Officer to join our Business Advisory team in Colac.



Key Responsibilities

As an Accounting Officer, you will be responsible for:



  • Preparing business advice and producing complex special purpose reports for clients
  • Preparing financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses
  • Liaising with various providers and statutory authorities on behalf of clients
  • For senior candidates: delegating and reviewing the work of junior team members, providing coaching and support to ensure correct accounting and taxation standards are applied


About You

We are looking for someone with:



  • Proven experience in a similar role, ideally within public practice
  • Relevant degree or diploma (preferred)
  • CA or CPA qualification is an advantage
  • Strong Excel skills and practical experience with cloud accounting products (i.e. Xero, MYOB)


What We Offer

Findex provides a dynamic work environment that promotes work-life balance, dedicated mentorship, ongoing learning and development opportunities, and a social and collaborative team culture.



At Findex, you will have access to:



  • Dedicated mentor to guide your growth and ensure your success
  • Dynamic work environment that promotes work-life balance
  • Ongoing learning and development opportunities
  • Social and collaborative team culture
  • Access to EAP, supporting a healthy lifestyle


Why Findex?

As one of Australia's largest providers of integrated financial advisory and accounting services, with offices in over 100 locations across Australasia, we provide a workplace unrestrained from geography or hierarchy, where you can pursue your goals, however they change, and surround yourself with people who inspire and challenge you.



Please note that only candidates with valid working rights within Australia will be considered.



Findex is an equal opportunity employer, committed to creating an inclusive environment for all employees and encouraging applications from candidates with a variety of strengths, backgrounds, and experiences.



Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition, and we will not accept unsolicited resumes/applications from Recruitment Agencies.



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