About MWM Advisory

Formed with the objective of creating an innovative, service-oriented commercial advisory and accountancy firm that recognised a changing industry and client needs, MWM has enjoyed significant demand and growth on its journey to becoming the Gold Coasts leading mid-tier advisory firm.

Winner - IPA Queensland Practice of the Year 2021

Winner - Gold Coast Business Excellence Awards 2022

Winner - Women in Finance Awards – Accountant of the Year 2022

About this Role

Our SMSF Team is responsible for an expanding SMSF portfolio which currently exceeds 300 funds. With guidance from an experienced senior leadership team, you'll be working with a dedicated SMSF team and established client base to provide accounting and tax compliance, which includes liaison with external auditors.

Skills and Experience

The communication style at MWM is informal and at the same time respectful. We want our clients to feel welcome when they visit, so we encourage our people to interact with our clients to make them feel comfortable. In your role you will enjoy plenty of interaction both in person and on the phone.

We are seeking a person with great skills and a great outlook. As well as being an excellent communicator, you will have:

At least 3 years’ SMSF experience in a public practice environment

Working towards CA/CPA/IPA qualification

Experience with Class Super and/or BGL

Demonstrated SMSF Technical skills in line with the SIS legislation

SMSF specialist certification would be an advantage.

Ability to assess priorities and the drive to see them through to completion.

Ability to take initiative, consider alternative solutions and act autonomously.

A keen interest in delivering exceptional service to a wide range of clients.

A team mentality and thrive in a collaborative environment.

Job Benefits

MWM is located in the tranquil atmosphere of Emerald Lakes, close to coffee shops, restaurants, and a bustling Thursday afternoon market in the village square. There's a lakeside boardwalk for lunchtime exercise, and a well-equipped gym. Our offices are modern and spacious, with expansive views of the Gold Coast.

You will receive an attractive remuneration package including:

5 weeks annual leave after 3 years of service

Unlimited pre-approved personal and professional development costs reimbursed

$4,000 study allowance per year

2 days paid study/community service leave per year

1 day per fortnight work from home.

Subsidized gourmet meal for you and your family

Relocation costs – We are happy to discuss your costs of relocating to the Gold Coast

Technology - We provide a full work from home setup that mirrors the office – standard is 2 screens plus laptop, with docking stations at both locations, wireless keyboard and mouse, headset.

We use VOIP telephony enabling softphone or mobile access at home.

Employee Wellness Program - We provide a fully subsidised Employee Wellness Program. Team members have confidential access on company time to this service.

Parking - Shared covered car par provided (depending on role)

Other Benefits

MWM buys coffee every Friday

Drinks and nibbles trolley from 3pm on Friday afternoon

We celebrate everyone’s birthday (including your family!)

Monthly Soft Skill Training with Award winning external provider Swish Sales Coaching

We like to be social and organize regular team events throughout the year – EOFY, Christmas, Melbourne Cup, team building activities, team events, family events

We like to give back – a range of charity and fundraising events with long-term support to Baby Give Back

We have an ethos of Family First

We are looking for future leaders to join our team. If you think you are that person, and would like to be part of our journey, please get in touch.