Introduction
At Ulton, we value our people and community:
- Benefits & Perks: We offer an attractive package with 33 different benefits, including the Ulton Service Allowance, team member referral bonus, wellness allowance, recognition and rewards, and much more.
- Flexible Work Options: Enjoy a healthy work-life balance with flexible work arrangements, compressed working weeks, and a hybrid work model (office and work-from-home options).
- Culture and Stability: Experience a strong sense of belonging at Ulton, a company with a rich history spanning nearly 100 years. Our human-first culture is built on communication where people feel like they are more than just a number, with an open-door policy, regular team events and networking opportunities.
- Grow Your Career: We offer a supportive and collaborative work environment with opportunities for professional development, leadership development, and one-on-one mentoring.
- Make a Difference: We are passionate about helping our clients succeed and actively support various charities and community organisations.
Description
What you’ll be doing
- Prepare and lodge annual SMSF financial statements and tax returns
- Assist with the establishment and wind-up of SMSFs
- Liaise with auditors, wealth managers and accountants to ensure compliance with relevant legislation and regulations
- Attend to client queries and provide excellent client service
- Stay up-to-date with changes in SMSF legislation and best practices
Skills And Experiences
Skills and Experience
- Ideally 1-4 years working in Public Practice and in Superannuation division
- Undergraduate qualifications (essential) and Postgraduate qualifications (or working towards this)
- Exhibit strong understanding of SMSF taxation issues
- Experience with Class (ideal) or other SMSF software
- Professional presentation and communication skills with a focus on delivering exceptional client service
Candidates with a background as a bookkeeper and open to moving into superannuation are welcome to apply.
About Ulton
Hi, we're Ulton! Based in Queensland, we're one of the states largest and most dynamic business advisory, chartered accounting and wealth management practices. We have a history of helping businesses, and the business owners behind them, grow and become a success. A growing number of Queenslanders and Queensland businesses, consider us their preferred provider of professional services. Our SMSF specialist team are experienced in dealing with the complex superannuation regulations to get the best outcomes for our clients. Our firm provides expert strategic advice and fund administration so that our clients can enjoy a wealthy retirement. If you're looking for a challenging and rewarding career chance at a company that values its people and community, we encourage you to apply! For more information, visit our website www.ulton.net