Jobs at Findex

Supports Financial Advisers with client communication, financial planning and investment advice preparation, pre-appointment work, client meetings, compliance checks, advice documentation, and Statements of Advice. The role offers mentorship and a development pathway toward becoming a Financial Adviser, with responsibilities and client ownership increasing over time.

Provide accounting and bookkeeping services for diverse clients, including preparing tax returns, business activity statements, financial statements, and business advice. Manage jobs to technical, deadline, and budget standards while maintaining current technical knowledge. The role requires strong Excel and cloud accounting software skills, client-focused analysis, attention to detail, and collaboration. CA or CPA study is supported, with opportunities for mentoring and career progression.

Provides corporate, SME, and international tax advisory and compliance services, including cross-border structuring, Pillar Two assessments, tax returns, ATO reviews, and risk matters. Manages client portfolios, develops new opportunities, researches complex tax issues, oversees engagement budgets and billing, and mentors junior staff. The role requires strong technical tax expertise, client relationship management, and collaboration across Australian and international teams.

Lead people due diligence and integration for acquisitions across Australia and New Zealand. The role owns workforce assessment, employment compliance, remuneration, culture, risk evaluation, deal recommendations, integration planning, communications, retention, role design, and policy and systems alignment. The partner will advise the M&A committee, work closely with founders and senior leaders, manage multiple deal workstreams, protect confidential information, and maintain the organization's acquisition people playbook.

Supports financial advisers with client communication, financial planning and investment advice preparation, compliant advice documentation, pre-appointment work, client meetings, and Statements of Advice. The role provides mentorship and a pathway toward becoming an independent financial adviser while assisting with investment structures, estate planning, superannuation, and retirement planning.

Entry-level role assisting with client payroll preparation, checking, processing, filing, reporting, invoicing, documentation, and reconciliation. The successful candidate will learn payroll software, New Zealand payroll legislation, and employment agreements while maintaining accuracy and meeting deadlines in a professional services environment. Structured training and career development are provided, with no prior payroll experience required.

Supports accounting and compliance work for clients, including tax returns, financial statements, reconciliations, bookkeeping, statutory documentation, administration, and liaison with the ATO. The role offers trainee and accountant pathways, flexible part-time hours, study support, mentoring, and professional development. Candidates should be studying or recently completed an accounting or commerce degree and demonstrate curiosity, attention to detail, communication skills, and willingness to learn.

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate client records, processing investment transactions, coordinating with financial institutions, and collaborating with advisers and corporate teams. The role emphasizes timely, accurate service delivery, client experience, and ongoing professional development in a hybrid Sydney-based environment.

Provides administrative and client service support to Accounting, Tax, Business Advisory, and SMSF teams. Responsibilities include lodging tax returns, managing ATO correspondence, preparing financial packages, maintaining ASIC requirements, establishing entities, processing SMSF legal document orders, coordinating with internal staff, and covering reception duties. The role requires strong Microsoft Suite proficiency, communication, customer service, organization, attention to detail, and time management.

Provides administrative and client service support to an SMSF Administration and Advisory team. Responsibilities include managing correspondence, lodging tax returns, database entry, preparing financial statements and tax documents, invoicing, maintaining client records and compliance files, and supporting advisors and team members. The role also includes occasional reception coverage and requires strong communication, organization, multitasking, Microsoft Office proficiency, reliability, and willingness to learn.

Prepare financial statements, reconciliations, tax returns, business advice, and special purpose reports for diverse clients. Ensure compliance obligations are understood, liaise with authorities and providers, maintain client relationships, and contribute to team mentoring and training. The role requires public-practice business advisory experience, CA or CPA qualification, strong analytical skills, and proficiency with Excel and cloud accounting software such as Xero or MYOB.

Provides reception and client service support for an accounting and tax team. Responsibilities include welcoming clients, managing calls and appointments, liaising with advisors, lodging tax returns, handling ATO correspondence, maintaining client and financial documents, invoicing, WIP management, and coordinating office supplies.

Provides administrative and client service support within a business advisory team. Responsibilities include managing client interactions, arranging meetings, preparing financial package documentation, supporting work-in-progress management, and coordinating with accountants, partners, advisors, and corporate staff to fulfill client requests. The role requires strong Microsoft Suite proficiency, communication, organization, attention to detail, teamwork, and time management.

Convert warm internal leads into wealth clients by conducting discovery conversations, managing the advice pipeline, meeting KPIs, developing joint account plans with accounting teams, identifying advice opportunities, and connecting clients with advisers for ongoing service. The role requires strong financial planning, business development, relationship management, and stakeholder collaboration skills, with regional travel to Findex offices.

Provides client service and administrative support within an accounting and financial services office. Responsibilities include lodging tax returns, managing ATO correspondence, preparing financial packages, handling reception and communications, processing invoices, managing work in progress, supporting accountants and advisors, completing ASIC requirements, and establishing new entities. The role requires strong Microsoft Office skills, customer service experience, communication, organization, attention to detail, and time management.

Manages complex accounting and advisory work, including financial statements, tax returns, special-purpose reports, and reconciliations. Leads and develops junior accountants, coordinates workloads, reviews deliverables, manages timelines and budgets, and maintains client relationships. Ensures compliance with statutory and regulatory requirements while providing practical financial guidance and identifying client opportunities.

The Senior Accountant prepares financial statements, reconciliations, tax returns, business advice, and special purpose reports for diverse clients. The role manages client compliance obligations, liaises with authorities and providers, builds client relationships, and supports team development through communication, training, and mentoring.

Manage complex accounting and advisory engagements, including financial statements, tax returns, reports, and reconciliations for varied entity structures. Lead and develop junior accountants, coordinate workloads, review deliverables, manage deadlines and budgets, and maintain client relationships. Ensure compliance with statutory and regulatory requirements while providing practical financial guidance and identifying client opportunities.

Provide accounting and business advisory services for diverse clients, including tax returns, business activity statements, financial statements, bookkeeping, and business advice. The role requires meeting technical standards, deadlines, and budgets while maintaining current technical knowledge. Candidates should have public-practice experience, strong Excel and cloud accounting software skills, analytical ability, attention to detail, and a collaborative approach. CA or CPA qualification or progress toward it is preferred, with study support and career development available.

Provides accounting and advisory services for diverse clients, including tax returns, business activity statements, financial statements, bookkeeping, and business advice. The role requires meeting technical standards, deadlines, and budgets while maintaining current accounting knowledge and building strong client relationships. Candidates should have strong Excel and cloud accounting software skills, attention to detail, analytical ability, and excellent prioritization. Public practice experience and CA or CPA qualifications are preferred but not essential.