Join to apply for the Director - SMSF Quality & Technical role at E&P Financial Group
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Join to apply for the Director - SMSF Quality & Technical role at E&P Financial Group
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E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research.
We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do.
We help our clients realise their goals.
They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you.
Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect.
Working with us means you get to learn from and collaborate with some of the best in the business
About you
You will bring the following to the role:
Minimum of 7 years of experience in SMSF accounting or a related field.
A registered Tax Agent, or ability to become one (preferred not essential) Strong knowledge of SMSF regulations and compliance requirements.
Detail-oriented with a commitment to quality and accuracy.
Ability to manage competing priorities About the role
Working from our Sydney, Melbourne or Canberra office, on a full time or part time (minimum 3 days per week) basis you will:
Provided timely assistance, guidance and expertise with technical queries, supporting the national SMSF team in offering a high-quality service to clients.
Support internal training activities to enhance the technical skills and knowledge for the SMSF team.
Support the allocation of the Quality & Technical team workflows and take ownership and responsibility to complete allocated tasks.
Stay updated with the latest industry regulations and standards.
Collaborate with other departments to ensure seamless service delivery.
Contribute to ensuring the SMSF team met compliance obligations with regulatory changes We have a range of benefits that we think you'll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right.
We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at E&P Financial Group by 2x
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