Liaise with clients to obtain data and prepare financial statements and tax returns in accordance with Australian standards.
Take ownership of assigned tasks, manage pension compliance, and ensure all lodgement and reporting deadlines are met.
Coordinate with auditors, identify compliance issues, and escalate as needed while maintaining regular communication with management.
Bettersource is a leading provider of global staffing and outsourcing solutions, supporting businesses across Australia and New Zealand with high-quality talent and operational excellence. They are an equal opportunity employer with a results-driven culture and a collaborative, professional work environment.
Manage fiduciary accounting duties for brokerage and delegated authority business.
Lead Premium Accounting department operations and process improvements.
Collaborate with internal and external stakeholders to ensure accuracy and customer satisfaction.
Ryan Specialty provides innovative solutions for insurance brokers, agents, and carriers. A multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, the company is home to some of the brightest talent in the insurance industry.
Develop deep understanding of customers, products, and operations while solving complex problems.
Analyze customer trends and identify opportunities to improve experiences and processes.
Collaborate with Product, Engineering, Operations, and Risk teams to drive meaningful improvements.
Stake is an Australian investing platform that helps people grow their wealth with access to ASX and Wall Street. With over 750,000 customers and A$8B under administration, the company fosters a culture of empowerment and continuous improvement.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.