Jobs at Findex

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate records, processing investment transactions, and liaising with financial institutions. Works closely with advisers, partners, and client services teams to ensure timely, accurate completion of client requirements. The role offers hybrid work, training, career development, and a nine-day fortnight.

Provides technically complex tax advice to clients, manages and grows a diverse client portfolio, identifies new business opportunities, collaborates with Australian and global teams, and leads tax-related learning activities. The role requires specialist SME or corporate tax expertise, strong technical capability, relevant accounting, commerce, or law qualifications, and a collaborative, proactive approach.

Prepare financial statements and income tax returns for individuals, partnerships, trusts, and companies. Provide accounting, tax, budgeting, cash-flow forecasting, KPI dashboard, management reporting, virtual CFO, and finance back-office support. The role requires client service, accuracy, workload prioritization, and collaboration, with opportunities for CA/CPA development and career progression.

Provides administrative and client service support to the SMSF team, including tax return lodging, ATO correspondence, financial package preparation, ASIC compliance, entity establishment, legal document orders, invoicing, and WIP management. The role involves coordinating with accountants, advisors, partners, and corporate staff to fulfill client requests and deliver responsive service.

Manage client onboarding and ongoing account administration for financial planning clients: implement advice documents, process investments (transfers, buys/sells, withdrawals, contributions), liaise with financial institutions and advisers, and ensure tasks are completed accurately and on time.

Manage a portfolio of SME clients and review complex financial statements, tax returns, reports, and reconciliations. Prepare cash-flow forecasts and monthly management reports, provide strategic business and commercial advice, coordinate workflows with Partners and support managers, and ensure timely, accurate service delivery. The role also involves mentoring junior accountants and maintaining strong client and stakeholder relationships.

Prepare and review BAS, financial statements, reconciliations, tax returns, and compliance work for varied business clients. Contribute to commercial advisory projects, build client relationships, collaborate with Managers and Partners, mentor junior staff, and support clients using cloud accounting software. The role also provides support for CA or CPA studies and professional development.

Prepare BAS, financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses. Manage client engagements, meet technical standards and deadlines, maintain compliance with statutory authorities, and deliver work within budget. The role requires Australian public-practice accounting experience, knowledge of Australian taxation, and a CA or CPA qualification or progression toward one. This is a permanent, full-time, fully remote position open to candidates across Australia.

Leads a fully remote virtual accounting and tax compliance team across Australian offices. Responsibilities include workflow oversight, quality assurance, team coaching, stakeholder management, technical guidance on accounting and tax matters, and continuous process improvement. The role requires advanced compliance expertise, leadership of onshore and offshore teams, strong communication skills, CA qualification or equivalent, an accounting degree, and current professional registration and CPD compliance.

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.

Prepare BAS, financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses. Manage client engagements, meet technical standards and deadlines, work within budgets, and ensure statutory compliance obligations are fulfilled. The role requires Australian public-practice accounting experience, knowledge of taxation requirements, client relationship skills, and the ability to work autonomously and collaboratively in a fully remote environment.

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.

Lead Findex's content, SEO and AI answer-engine strategy end-to-end: set editorial voice and calendar, build site architecture and schema, run AI-scaled content pipelines, produce thought leadership and client stories, partner with performance marketing, and track SEO/AEO performance to optimise visibility and conversions.

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.