Jobs at Findex

The Client Associate will develop client relationships, manage team workflows, coordinate work for timely outcomes, and support the financial planning process.

The Senior Client Services Officer coordinates onboarding client accounts, monitors asset transfers, and collaborates with financial advisers and corporate staff, ensuring compliance with standards and SLAs.

Prepare complex financial statements and tax returns, provide business advice, work on budgets and financial modeling, utilizing Excel and cloud accounting.

The role involves leading a tax advisory team, managing client relationships, providing corporate tax advice, and mentoring staff while enhancing tax technology solutions.

The Senior Accountant will manage a diverse client portfolio, preparing tax returns and providing consulting services while optimizing accounting software functionality.

The Client Associate services clients, coordinates work for Advisers, and ensures quality service through relationship building and workflow management.

Lead the virtual CFO service, manage operations, oversee advisory delivery, and mentor team members to ensure scalable and high-impact outcomes.

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 Services Officer is responsible for front-of-house reception tasks, managing client interactions, coordinating meetings, and supporting administrative functions within the team.

The Indirect Tax Manager will research and interpret indirect tax legislation, prepare consulting advice, support partners, build client relationships, and liaise with tax authorities.

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.

As a Financial Adviser, you will manage client portfolios, provide investment advice, and develop client relationships to achieve financial objectives.