Financial Planning Specialist

3 days ago


Gold Coast, Queensland, Australia beBeeTax Full time $90,000 - $120,000
Senior Tax Accountant Role

We are seeking a highly skilled and experienced Senior Tax Accountant to fill this key position in our team.

Key Responsibilities
  • Preparing 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 Statements (BAS) and other statutory compliance requirements is also a vital function.
  • Staying up-to-date with changes in tax legislation and accounting standards is essential to ensure the highest level of service delivery.
  • Providing expert tax planning and general business advice to clients with diverse needs and requirements is a significant part of the role.
Requirements
  • A minimum of 2 years' experience in an Australian public practice firm is required.
  • The successful candidate must have a current and ongoing right to work in Australia.
  • Strong relationship-building skills and the ability to create long-lasting connections with clients are essential.
  • Tech-savviness, particularly with proficiency in Xero, is considered highly desirable.

This is a role based in our Gold Coast office, with opportunities for flexible working arrangements. Our team provides comprehensive financial solutions to clients, including tax compliance, financial planning, SMSF planning, and business advisory services.


  • Financial Planning

    7 days 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...


  • Gold Coast, Queensland, Australia beBeeCustomerService Full time $65,000 - $70,000

    Job OverviewThe Financial Planning firm is seeking a talented professional to provide exceptional customer service and support to the Financial Planner.This role involves building strong relationships with clients, processing and onboarding new clients, and maintaining accurate documentation.Excellent communication skills are required for initial client...


  • Gold Coast, Queensland, Australia beBeeFinancialAdvisor Full time $80,000 - $120,000

    Seeking a skilled Financial Advisor to join our dynamic team and provide comprehensive independent financial planning advice.Key responsibilities include:Working full-time from our Gold Coast officeProviding detailed, unbiased advice over a 4-meeting engagement processMeeting with clients via ZoomFully supported role with administration and paraplanning...


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

    Our dynamic financial services organization is seeking an experienced professional to provide strategic guidance to clients in the retirement planning space.The ideal candidate will possess excellent organizational skills, a high level of communication expertise and at least 3 years' experience in a client services role within the financial...


  • Gold Coast, Queensland, Australia beBeeAdministration Full time $60,000 - $80,000

    Job OverviewWe are seeking a highly motivated and detail-oriented professional to fill the role of Financial Planning Administration Assistant. This individual will play a vital part in supporting a team of financial planners, ensuring the smooth day-to-day operations of the office.The successful candidate will be responsible for providing exceptional client...


  • Gold Coast, Queensland, Australia beBeeFinanceManager Full time $90,000 - $110,000

    Leadership Role in FinanceThis key leadership position provides operational finance support to senior management and department heads. The ideal candidate will be responsible for managing financial planning and analysis activities, including budget preparation, forecasting, and variance analysis.Key ResponsibilitiesManage profit and loss reporting, general...


  • Gold Coast, Queensland, Australia beBeeFinancialManagement Full time $90,000 - $110,000

    Job OverviewThe NetSuite Financial Management Specialist will develop and maintain financial management solutions, design and implement custom workflows to automate business processes, and provide technical support and resolve user issues.Main Responsibilities:Develop and maintain financial management solutions using NetSuite.Design and implement custom...


  • Gold Coast, Queensland, Australia beBeeAccounting Full time $100,000 - $130,000

    Financial Operations SpecialistAbout the Role:We are seeking a highly skilled Financial Operations Specialist to manage daily accounting operations and prepare financial reports.The Key Responsibilities:Manage accounts payable, receivable, and cash flow to ensure timely and accurate information.Prepare and reconcile financial reports to meet organizational...


  • Gold Coast, Queensland, Australia beBeeEvent Full time $70,000 - $80,000

    Event Planning Specialist OpportunityThe ideal candidate will have a proven track record in event planning and execution, with experience in managing multiple projects simultaneously.Develop and implement comprehensive event strategies to meet client objectives;Coordinate logistics, including venue selection, catering, and audiovisual requirements;Manage...


  • Gold Coast, Queensland, Australia beBeeFinancialOperations Full time $80,000 - $120,000

    Job Title: Financial Operations Specialist\The organization is seeking a highly skilled Financial Operations Specialist to join the experienced Finance team. As a key member of the team, you will be responsible for assisting the Financial Controller and contributing to the financial operations of the resort.\Assist the Financial Controller by increasing...