Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Senior financial planning specialist

Sunshine Coast
beBeeExpert
Posted: 11 September
Offer description

Financial Services Expert

We are seeking a highly skilled and experienced Financial Services Expert to join our team on the Sunshine Coast. As a seasoned professional in this field, you will have the opportunity to work with a diverse range of clients across various industries, assisting them with complex financial planning, tax compliance, and business advisory services.

Key Responsibilities:

* Develop and implement comprehensive financial strategies for clients, ensuring compliance with regulatory requirements and industry standards.
* Manage income tax returns for various entities, including companies, trusts, and high-net-worth individuals.
* Execute tax planning tasks, and provide advisory services to clients regarding business operations, tax efficiency, and regulatory matters.
* Offer business structuring, improvement, and growth advisory services to help clients achieve their business goals.
* Act as a key point of contact for clients, liaising with managers and partners to resolve queries and deliver exceptional client experience.

Career Growth & Opportunities:

In a dynamic and mid-tier firm like ours, you'll have the opportunity to take ownership of your projects, engage with clients directly, and grow your career in a variety of areas—whether it's specialising in tax, business advisory, financial planning, or a combination of these.

Work-Life Balance:

The Sunshine Coast offers a relaxed pace of life, pristine beaches, stunning hinterland, and flexible working arrangements. You'll have the ideal work-life balance that can be hard to find in the city.

Our company is committed to providing its team members with the tools and resources needed to succeed in their roles. We pride ourselves on fostering a collaborative and supportive work environment that encourages growth, learning, and innovation.

Send an application
Create a job alert
Alert activated
Saved
Save
Similar jobs
jobs Sunshine Coast
jobs Queensland
Home > Jobs > Senior Financial Planning Specialist

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save