Jobs at Findex

Lead enterprise AI adoption across client-facing teams: act as SME for ChatGPT/Claude/Copilot/AskDex, build use-case library, run user community, create AI agents and workflows, measure adoption and impact, and ensure alignment with governance, risk and responsible AI standards while reporting to executive leadership.

Manage end-to-end payroll processing (weekly, fortnightly, monthly) for diverse clients, ensure compliance with Australian payroll legislation, maintain client relationships, attend meetings, support the payroll team, and use payroll systems and Excel to deliver accurate, compliant payrolls.

Provide front-of-house and administrative support for the Business Advisory team: prepare financial packages, manage ATO correspondence and tax lodgements, handle invoicing and WIP, communicate with advisors and partners, and cover reception duties while delivering excellent client service.

Lead product marketing for prioritized product plays: define audiences and positioning, develop value propositions and campaign content, enable sales with content packs, integrate activity across channels, and measure performance against revenue, pipeline, adoption and cross-sell metrics to inform investment decisions.

Provide risk and insurance support to Financial Advisers using IRESS and XPlan to prepare needs analyses, quotes and comparisons; conduct health, financial and occupational pre-assessments; act as adviser contact on personal insurance matters; ensure compliance with Findex guidelines; maintain technical product knowledge and meet compliance requirements.

The role involves preparing tax compliance work, managing workflows, ensuring regulatory compliance, building relationships, and mentoring junior staff, while offering career development opportunities in a supportive environment.

The Client Manager will deliver accounting services, prepare business advice and tax returns, ensure compliance, and mentor junior staff while maintaining effective communication with clients and the ATO.

Manage client portfolios, oversee accounting/reporting compliance, mentor junior staff, and provide strategic business advice for SMEs.

Build, deploy and operate AI automations and agentic workflows for the marketing function. Design integrations, data flows and observability, embed brand/compliance guardrails, run production campaign pipelines, and upskill the marketing team with shared prompts and workflows.