Accountant/Financial Adviser

We are seeking an Accountant/Financial Adviser for a part-time role. The ideal candidate will have comprehensive knowledge and experience in tax returns filing, financial advising, and accounting principles. An analytical mind, top-notch problem-solving abilities, and the capacity to work on multiple tasks are key traits we are looking for in potential candidates.



- Assisting clients with financial planning filing tax returns in Australia
- Analyzing financial statements and client situations to develop appropriate financial strategies
- Managing and maintaining financial portfolios according to client goals
- Collaborating with other financial professionals to coordinate client care
- Ensuring compliance with financial laws, regulations, and standards
- Regularly reviewing and adjusting financial plans in response to changes in clients' lives or market conditions
- Keeping abreast of current developments in financial and investment sectors



- Proven experience in an accounting or financial advising role
- Strong familiarity with Xero financial planning software
- In-depth understanding of investment and financial planning principles
- Experience in preparing and presenting financial plans and investment strategies
- Solid knowledge of market analysis, investment risk, and wealth management
- Excellent interpersonal and communication skills
- Certified Financial Planner (CFP) or relevant certification is a plus


We value your time and want to make this application process rewarding. So, we’re asking you to prepare a video response using Upgrade to see actual info

If you run out of time on Loom, feel free to make multiple videos.



- Describe some difficult problems you have solved in life, work, and specifically with accounting and bookkeeping, and how you approached these problems.
- Discuss the unique value you can bring to our team and company.
- Discuss your most successful work to date.
- Detail your experience with BAS and other tax-related activities in Australia.
- Show us some of your best work examples on Loom.
- While working with us would you be open to 15-130 minutes of daily professional learning under a mentor's supervision?
- Do you have any questions for us?

Once your video/s are ready, download them and upload them to YouTube, ensuring they are viewable via an incognito browser. You will need it for this application.

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This is a long-term project, and we need someone who can commit and deliver quality on an ongoing basis. If you think you are a good fit for this role please go ahead and apply now.

We look forward to your video application!