Perks and Incentives

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.

Preparation and lodgment of SMSF Business Activity Statements Process SuperStream rollovers and pension commencements on behalf of clients.

Coordinate audit and aid in the implementation of 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 made aware of their compliance obligations.

Identify and raise with colleagues any issues related to client accounting, business and retirement opportunities.

Manage own client base and workflow.

Key Requirements and Experience:

You will have at least 5 years+ 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 ensuring SIS requirements are met by our clients.

Proven strong professional presentation towards clients and colleagues in a similar client-facing role.

Proactive and developed problem solving skills, with the initiative to suggest and/or implement solutions.

Strong time management skills.

Be able to work autonomously.

Have a high degree of ownership and accountability for achieving results.

Tax Agent License highly valued but not essential.

SMSF Specialist Accreditation highly valued but not essential.