Financial Services Specialist

19 hours ago

City of Parramatta Council, Australia beBeeAccounting Full time $110,000

About the Role

">

The Senior Accounting Specialist will play a crucial part in delivering high-end bespoke accounting services to clients. This role involves direct communication with clients, collaborative strategy development, and working with team members and partners across all service areas.

  • Key Responsibilities:
  • Offer accounting and advisory services to diverse clientele covering local and international clients.
  • Prepare financial statements (general purpose financial statements and management style financial reports), tax returns, monthly management reports, and other regulatory returns such as payroll tax and workers compensation renewals.
  • Maintain and cultivate strong client relationships through direct liaison both virtually and in person.
  • Lead client engagements and be the first point of contact for clients.
  • Mentor junior staff.
  • Develop and implement client strategies in collaboration with team members and partners.
  • Drive exceptional client service in all endeavours.

Qualifications

  • Bachelor's degree in Accounting.
  • 3 - 5 years of professional accounting experience, preferably in a business services team within a chartered accounting environment.
  • Proficiency in accounting software such as Xero and MS Office Suite, with an emphasis on strong Excel knowledge.
  • Well-developed understanding of accounting principles and tax laws.
  • Superior problem-solving and analytical skills.
  • Ability to manage multiple tasks and deadlines.
  • Excellent communication and interpersonal skills.
  • Committed to delivering quality service and maintaining strong client relationships.

Benefits

We provide opportunities for career growth and development, access to professional mentors, and a wide range of benefits to support your well-being.

We pride ourselves on being an inclusive employer and are committed to creating a workplace where everyone feels valued and respected.

  • Financial Service Ambassador

    3 days ago

    City of Parramatta Council, Australia beBeeCustomerCentric Full time $80,000 - $105,000

    As a Client Solutions Specialist, you will be the first point of contact for clients and financial advisers, delivering exceptional service via phone, email, and web chat.Key Responsibilities:Handle inbound calls and emails from clients and financial advisersProvide accurate information and support across superannuation, insurance, investments, and...

  • Financial Services Specialist

    1 hour ago

    City Of Brisbane, Sydney, Australia beBeeFinancial Full time $90,000 - $120,000

    Job Summary">We are seeking a detail-oriented Financial Services Specialist to ensure the accuracy and efficiency of financial processes.The ideal candidate will have strong analytical skills, high-level communication abilities, and computer proficiency.This role requires a strong accounting background, with a degree in Accounting and relevant experience in...

  • Financial Planner Bendigo

    3 weeks ago

    City of Greater Bendigo, Australia Bridges Financial Services Full time

    Delivering exceptional financial solutions to more peopleBe part of a leading wealth management and advice-driven organisationPermanent opportunities based in our Bridges Bendigo officeThe opportunity to join our teamAs a Financial Planner at Bridges Financial, you'll be accountable for managing the advice needs of existing clients, the conversion of...

  • Call Center CSR III- Customer Service Specialist

    9 hours ago

    Council of the City of Sydney, Australia First Financial Bank Full time

    AddressWe're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative...

  • Financial Transaction Coordinator

    5 days ago

    City of Parramatta Council, Australia beBeeAccounts Full time $80,000 - $100,000

    Accounts Payable SpecialistHitachi Construction Machinery Australia is a globally recognized provider of industry-leading equipment for the construction, mining, and forestry sectors.The accounts payable specialist will be responsible for ensuring accurate invoice validation and timely payment to suppliers. This role requires strong analytical skills and...

  • Financial Data Specialist

    1 day ago

    City of Parramatta Council, Australia beBeeAccountant Full time $90,000 - $120,000

    Financial Services RoleAbout the JobThis position involves managing financial data to support business decision-making and ensuring compliance with regulatory requirements. Key responsibilities will include:Preparing accurate and timely financial reports, including balance sheets and general ledgers.Reconciling financial records and identifying areas for...

  • Financial Product Specialist

    2 days ago

    City of Parramatta Council, Australia beBeeClientService Full time $45,000 - $85,000

    Key Client Contact RoleWe are seeking passionate and client-focused individuals to handle key client interactions via phone, email, and web chat. In this role, you will be the primary point of contact for our clients and financial advisers.You will handle inbound calls and emails from clients and financial advisersProvide accurate information and support...

  • Financial Services Professional

    3 days ago

    City of Parramatta Council, Australia beBeeAccountant Full time $60,000 - $80,000

    We are seeking a professional to provide high-quality accounting services to diverse businesses.Job DescriptionThis role involves providing expert accounting advice and support to clients across various industries.Prepare financial statements in accordance with regulatory standards;Conduct thorough reviews of tax returns for compliance and identify potential...

  • Financial Services Specialist

    2 days ago

    Townsville City Center, Queensland, Australia beBeeCustomer Full time $90,000 - $120,000

    Financial Services SpecialistIn this role, you will be responsible for providing expert advice on banking products and services to our clients.The ideal candidate will have a strong understanding of personal finance and the ability to communicate complex information in a clear and concise manner.About the RoleKey Responsibilities:Deliver exceptional customer...

  • Financial Services Specialist

    18 hours ago

    City Of Stirling, Australia beBeeFinance Full time $50,000 - $80,000

    Job Title:Financial Services AssociateJob Description:This is a full-time on-site role for a Finance Professional located in Perth, Western Australia. The Finance Broker will interact with clients to understand their financial needs and provide appropriate financing options.Key Responsibilities:Analyze financial statements and provide financing...