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Smsf financial specialist

Albury
beBeeFinancial
Posted: 13 December
Offer description

SMSF Accountant

We are seeking a seasoned SMSF professional to deliver financial statement preparation, tax return lodgement and advisory services.


Key Responsibilities:

* Prepare and lodge annual SMSF financial statements and tax returns in compliance with relevant legislation
* Provide strategic guidance to SMSF trustees on investment, estate planning and retirement planning matters
* Assist with the establishment and wind-up of SMSFs in accordance with governing regulations
* Liaise with auditors, financial planners and other professional advisors to ensure regulatory compliance
* Respond to client queries and provide exceptional customer service


Essential Qualifications and Skills:

* CA or CPA qualification in Accounting or a related field
* Minimum 3 years' experience in SMSF accounting and advisory services
* Strong technical knowledge of SMSF legislation and regulation
* Excellent communication and client relationship skills
* Proficient in using SMSF administration software

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