Account(able) Accountants & Financial Planners is an established accounting and financial planning firm in Bacchus Marsh which provides highly tailored accounting and financial advice to clients,
This is a diverse role in the accounting and financial planning division, working with our SMSF clients with their annual financials, whilst also providing investment reports for on-going financial advice.
We are seeking an experienced SMSF senior to join our team and are on the search for somebody who lives nearby for either:
An experienced SMSF qualified accountant to join our team in a full time capacity. The role will encompass all aspects of an active role in a professional public practice.
A Paraplanner to be trained up to help complete SMSF administration work and tax returns
Working as part of the team and reporting to a Manager, you will be responsible for the successful management of a growing number of SMSF's.
Monitoring the compliance obligations and administrative requirements of a portfolio of SMSF clients
Manage the team preparing financial statements, electronic working papers and tax returns for SMSFs
Manage the team preparing BAS, IAS, and TBAR returns
Assisting senior Financial Planner with financial planning tasks of SMSF clients like insurance, investment reviews, retirement planning, etc.
Utilizing Class Super software
Liaising with clients directly and dealing with any SMSF issues
Liaising with our auditors regarding technical and compliance matters
Providing technical SMSF guidance to internal stakeholders and adding value to your client portfolio
Assist with set ups and closure of SMSFs
Considering and implementing taxation planning for tax minimisation and providing assistance to the senior Financial Planner
3 years + experience in an SMSF or Business Services position or ParaPlanner role
Excellent working knowledge of SIS legislation and recent Superannuation reforms
Ability to leverage your communication and interpersonal skills to build strong relationships across the firm and disciplines
Highly motivated with a drive to succeed
A positive attitude and a great willingness to learn
Ability to prioritise and work to deadlines
If you think you have what it takes to succeed in this role, we are looking forward to hearing from you.
07/09/2020$0Western Suburbs1 Accounting
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