Financial Services Specialist

20 hours ago

Newcastle, New South Wales, Australia beBeeAccountant Full time $60,000 - $95,000
Job Overview:

We are seeking a highly skilled and motivated accounting professional to provide financial services to our clients.

Main Responsibilities:

  • Prepare individual tax returns, including business schedules and advanced capital gains calculations.
  • Prepare financial statements with complete reconciliations of all accounts.
  • Handle various leasing arrangements, including accounting, taxation treatment, and associated schedules.
  • Navigate GST and FBT tax systems, completing Activity Statements and FBT returns.
  • Handle employee compliance frameworks, including preparing payroll tax returns.
  • Understand and manage state taxes such as Land Tax and Payroll Tax, including relevant forms and notices.
  • Review and action ATO and compliance correspondence with minimal supervision.
  • Communicate with clients to resolve basic queries and matters.
  • Review information provided for tasks, creating handover notes for delegation as needed.
  • Monitor WIP throughout job progress and ensure timely fee preparation.

About You:

  • A minimum of 2 years of experience in an Accounting firm.
  • Progressing towards or completed a Bachelor of Commerce (or equivalent) or CA qualification.
  • A passion for working collaboratively within a professional team.
  • Strong ability to meet deadlines with exceptional attention to detail.
  • Excellent verbal and written communication skills.

Requirements:

  • Experience in preparing individual tax returns and financial statements.
  • Knowledge of GST and FBT tax systems.
  • Ability to communicate effectively with clients.

What We Offer:

  • A supportive team environment.
  • Ongoing professional and personal development opportunities.
  • A genuine balance between work and life commitments.

  • Financial Services Specialist

    2 weeks ago

    Newcastle, New South Wales, Australia beBeeCommercial Full time $120,000 - $160,000

    Business Growth SpecialistWe are seeking a commercial lending specialist to facilitate great customer conversations and provide timely solutions. As part of a collaborative team, you will work towards becoming a leading business banking expert.Key ResponsibilitiesOriginate a range of solutions for businesses, including commercial lending up to $1M, asset...

  • Financial Services Professional

    2 weeks ago

    Newcastle, New South Wales, Australia beBeeCustomer Full time $73,647 - $98,724

    Job Title: Financial Services Professional - Customer Support Specialist About the Role:This is a customer-facing role where you will be responsible for delivering exceptional support to our customers across various banking services, including home loans, business banking and financial advice.You will work closely with customers to understand their...

  • Service Financial Specialist

    5 days ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000

    Job OverviewThis is a full-time position located at the University's Callaghan Campus.Support the Associate Director, Delivery, and broader team to ensure high-level execution of financial oversight, performance tracking, and strategic reporting.Lead a team of staff members, fostering a collaborative culture to deliver quality support across multiple...

  • Financial Operations Specialist

    1 week ago

    Newcastle, New South Wales, Australia beBeeFinancialOperations Full time $80,000 - $90,000

    Job Title: Financial Operations SpecialistThe position of Financial Operations Specialist has become available within our organisation.The successful candidate will play a pivotal role in supporting the finance and project teams with day-to-day financial operations, including processing and reconciling invoices, purchase orders, and expenses. Key...

  • Financial Management Specialist

    8 hours ago

    Newcastle, New South Wales, Australia beBeeManagement Full time $85,700 - $131,700

    Job DescriptionWe are seeking a highly skilled Financial Management Specialist to lead client engagements through complex auditing practices.This role could be based out of any office in Australia and provides an opportunity to work with a variety of clients from small businesses to large entities.The ideal candidate will have experience in financial...

  • Financial Service Specialist

    3 days ago

    Newcastle, New South Wales, Australia beBeeInvestment Full time $70,000 - $90,000

    Client Services Role Overview">The Client Services Officer is a key position within our organization, responsible for delivering exceptional support to valued members.Key Responsibilities:Provide primary point of contact for member inquiries and account servicingOffer expert knowledge and support on investment productsOnboard new clients and facilitate...

  • Financial Auditors Specialist

    3 days ago

    Newcastle, New South Wales, Australia beBeeAuditor Full time $90,000 - $120,000

    We are seeking highly motivated Financial Auditors Specialists to join our team in Newcastle. As a seasoned auditor, you will deliver tailored financial services to a diverse range of clients.Key Responsibilities:Manage and complete audit engagements across a portfolio of clients, ensuring quality standards.Plan audits, identify key matters, and implement...

  • Financial Statement Specialist

    3 days ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $75,000 - $100,000

    Job Overview:This is an exciting opportunity to work as a Financial Statement Specialist.

  • Financial Transaction Specialist

    23 hours ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000

    Job Title: Financial Transaction SpecialistJob Summary: We are seeking skilled professionals to fill various financial roles in the Accounts Payable and Receivable departments across Newcastle and the Hunter Valley.About the Role:Process high volume transactions efficiently and accuratelyManage multiple financial systems, including customer relationship...

  • Financial Services Auditor

    7 days ago

    Newcastle, New South Wales, Australia beBeeAudit Full time $80,000 - $120,000

    About this role We are seeking a highly skilled professional to join our team as an Audit Specialist. This is a unique opportunity for someone who is passionate about delivering tailored Audit and Assurance services to a diverse range of clients. Our ideal candidate will have experience in managing and completing audit engagements across a portfolio of...