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Reposted 15 Days AgoSaved
In-Office
Brisbane, Queensland, AUS
Mid level
Mid level
Fintech • Software • Financial Services
Client-facing representative for a small financial planning team. Develop client relationships, answer inquiries, coordinate team workflows using Findex systems, handle same-day requests and new-client concierge duties, and support team goals alongside the Team Leader.
Top Skills: Findex SystemsInvestment Platforms
16 Days AgoSaved
In-Office
Auckland, NZL
Senior level
Senior level
Fintech • Software • Financial Services
Senior, client-facing HR consultant responsible for building and managing a personal client portfolio, providing practical generalist HR advice across the employee lifecycle, driving business development and referrals, and delivering tailored consulting services across multiple clients and industries.
16 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Lead enterprise AI adoption across client-facing teams: act as SME for ChatGPT/Claude/Copilot/AskDex, build use-case library, run user community, create AI agents and workflows, measure adoption and impact, and ensure alignment with governance, risk and responsible AI standards while reporting to executive leadership.
Top Skills: Agent BuildingAskdexChatgptClaudeMicrosoft CopilotPrompt EngineeringWorkflow Automation
19 Days AgoSaved
In-Office
Waipukurau, Hawke's Bay, NZL
Senior level
Senior level
Fintech • Software • Financial Services
Provide accounting and tax services for individuals, partnerships, trusts and companies; prepare financial statements, management reports and cashflow forecasts; advise clients on tax and business matters; use accounting software; build relationships with predominantly rural and agribusiness clients.
19 Days AgoSaved
In-Office
Berri, South Australia, AUS
Entry level
Entry level
Fintech • Software • Financial Services
Provide front-desk reception and client services for the Accounting & Tax team, manage calls and appointments, liaise with advisors, handle administrative tasks (lodging tax returns, ATO correspondence), support client data and document management, assist invoicing and WIP processes.
Top Skills: MS Office
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Reposted 21 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Manager will oversee client work, lead a team of Junior Accountants, prepare financial statements, manage client relationships, and ensure compliance with regulations.
Top Skills: CaCpa
Reposted 21 Days AgoSaved
In-Office
Goondiwindi, Queensland, AUS
Entry level
Entry level
Fintech • Software • Financial Services
Provide front-of-house client service and administrative support for a Business Advisory team: lodge tax returns, manage ATO correspondence, prepare financial packages, handle invoicing and WIP, communicate with advisors and partners, and perform relief reception duties.
Top Skills: MS Office
Reposted 21 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
As an Auditor, you'll handle auditing activities, prepare business reports, and foster client relationships while progressing in a supportive environment.
Top Skills: Caseware Working Papers
Reposted 22 Days AgoSaved
In-Office
Coffs Harbour, New South Wales, AUS
Senior level
Senior level
Fintech • Software • Financial Services
Lead external audits for a diverse client portfolio, execute standard audit procedures, shape audit strategy and scheduling, prepare management reports and letters, supervise and inspire audit teams, and ensure compliance with Australian auditing and accounting standards using CaseWare Working Papers.
Top Skills: Caseware Working Papers
23 Days AgoSaved
In-Office
Colac, Victoria, AUS
Entry level
Entry level
Fintech • Software • Financial Services
Front-of-house client services role supporting an Accounting & Tax team. Greet clients, manage calls and appointments, liaise with advisors, and perform administrative duties including lodging tax returns, handling ATO correspondence, invoicing, WIP and document management, and maintaining client data and office supplies.
Top Skills: Microsoft Office Suite
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