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We Are Hiring!

Would you like to work in a friendly, local financial firm? Are you a motivated individual and quick learner?

We currently have two administration positions available:

  1. Casual Tax Preparer, 2-3 days per week for up to four months
  2. Casual Administrator, 2-3 days a week for up to four months (3rd year students of commerce, accounting or financial planning are welcome to apply)

 

Why Work for Us?

The focus of our business is on the people, both staff and clients. We culture a professional but warm & friendly working environment with an emphasis on working as a strong team. We are also a motivated workplace and always looking for ways to use new strategies & modern technology to provide the best service for our clients.

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Casual Tax Preparer

We are looking for a Tax Preparer to help us out in the busy tax season. If you have experience in preparing basic tax returns for individual clients and are after a flexible job we want you!

This role will include:

  • Preparing individual tax returns for review for simple income and deductions. These may include a single investment property.
  • Some minor administration duties relating to the preparation of the tax work.

Requirements:

  • Responsible
  • Friendly
  • Flexible
  • Fast learner

To Apply:

Send your CV to planning@insightadvice.com.au with the subject ‘Att: The Operations Manager’

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Casual Administrator

We are looking for a casual administrator to work for us for up to four months. This role would be great experience for a uni student studying commerce, accounting or financial planning.

This role will include:

  • Answering the phone and greeting clients
  • Organising appointments
  • Calling clients for information
  • Mail postage & collection
  • Entering basic data into client database
  • Ordering stationary
  • Scanning & filing
  • Printing and mailing kits and correspondence
  • Minor janitorial duties (groceries & washing up)

Requirements:

  • Responsible
  • Friendly
  • Flexible
  • Fast learner

To Apply:

Send your CV to planning@insightadvice.com.au with the subject ‘Att: The Operations Manager’

 

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