About the Role
Our client is a financial services firm with a strong reputation for delivering high-quality advice. The company has built its foundation on ethics and excellence, and our ideal candidate will be passionate about upholding these values.
Key Responsibilities:
* Manage a portfolio of SMSF clients and build meaningful relationships with them.
* Prepare and lodge tax returns and annual compliance documentation for SMSFs.
* Input and manage data within BGL Simple Fund software.
* Collaborate with the marketing team to deliver key messages to clients.
* Provide technical support to SMSF Specialist Advisers as needed.
What We Offer:
* Flexibility - Offering flexible start/finish times to suit individual needs.
* Ongoing training and professional development opportunities to enhance skills and knowledge.
* Wellness initiatives and a strong focus on work-life balance to promote overall well-being.
* A stable team environment with low staff turnover.
Requirements:
* Minimum 5 years' experience as an SMSF accountant in a public practice or accounting firm.
* Proven communication skills and leadership capability.
* CA/CPA qualified or currently completing (preferably). Solid understanding of SMSF compliance and regulatory requirements.