Teams 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.