Brand new office in Runaway Bay, with on-site parking.
Embrace flexibility with options for WFH days, alongside office time.
Monthly RDO.
Be part of a vibrant team culture with regular events and staff functions.
Manage your own client base and workflow.
Benefit from continuous support and opportunities for professional and career growth.
Annual bonus on offer for the right candidate.
Key Responsibilities
Undertake end-to-end SMSF annual compliance and tax activities including fund investments such as properties, shares, cryptocurrency, and managed funds.
Prepare and lodge SMSF Business Activity Statements, process SuperStream rollovers, and pension commencements on behalf of clients.
Coordinate audits and assist in implementing audit recommendations.
Liaise with clients face-to-face, over the phone, and via email or video call.
Develop and maintain relationships with clients and external third parties.
Identify SIS and tax compliance issues, ensuring legislative requirements and ATO deadlines are met.
Ensure clients are aware of their compliance obligations.
Identify and raise issues related to client accounting, business, and retirement opportunities with colleagues.
Manage own client base and workflow.
Key Requirements and Experience
You will have at least 5 years of experience working in public practice with end-to-end SMSF compliance and tax experience in Australia in a similar role.
Experience with BGL is preferred.
Knowledge of the SISA/SISR.
Have a keen eye for detail and accuracy, and be committed to meeting SIS requirements.
Proven professional presentation skills towards clients and colleagues in a client-facing role.
Proactive with problem-solving skills and the initiative to suggest and implement solutions.
Ability to work autonomously.
High degree of ownership and accountability for results.
Tax Agent License and SMSF Specialist Accreditation are highly valued but not essential.
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Your application will include questions about your right to work in Australia, years of experience as an accountant, taxation experience, and experience with Xero.
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