About the Company / Culture
Our client is a national financial services firm with a well-established office in Central Adelaide. Renowned for delivering high-quality advice, the business is built on a strong foundation of ethics and excellence.
Employees enjoy a supportive and collaborative team culture, a genuine commitment to professional growth, and a strong focus on employee wellbeing.
The Role:
* Independently manage a SMSF portfolio and build relationships with clients.
* Prepare and lodge SMSF tax returns and annual compliance documentation
* Input and manage data within BGL Simple Fund
* Collaborate with the marketing team to deliver key messages to clients
* Assist SMSF Specialist Advisers with technical aspects of advice
Benefits:
* Competitive salary with annual bonus structure
* Focus on flexibility - Offering flexible start/finish times
* Ongoing training and professional development opportunities
* Wellness initiatives and a strong focus on work-life balance
* Stable team environment with low staff turnover
Skills & Experience
* Minimum 5 years' experience as an SMSF accountant in a public practice or accounting firm
* Strong communicator with proven leadership capability
* CA/CPA qualified or currently completing (preferred)
* Solid understanding of SMSF compliance and regulatory requirements
How to apply:
Click APPLY or contact Tyler Jameson on 0402 040 132 for a confidential discussion. You can also send your resume to tyler@bentleyrecruitment.com.au
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