Job description:
- Providing specialist SMSF accounting and administration in accordance withregulatory and legislative requirements.
- Confident navigation of Class with a view towards continuously improving skill level.
- Preparation of fund activity statements, financial statements, and annual returns to ahigh standard
- The ability to work with minimal guidance on basic compliance jobs.
- Liaising with clients to answer queries, provide regular updates and proactivelyrequest documents and information to ensure that jobs are completed promptly.
- Research undertaken on various superannuation related matters, subject to thereview of a senior.
- Communicating with the ATO in relation to client matters (e.g. queries, setting uppayment arrangements, obtaining remissions, lodgements).
- Prompt and collaborative communication with accounting team members to achievethe collective goal of providing high quality results for clients.
- Efficient coordinating with administration to ensure that collations and clientcorrespondence are completed.
- Ability to work in a Cloud Environment with Software tools that support SMSF auditsuch as Cloudoffis, FuseDocs and Fusesign
- Completion of daily timesheets and adherence to budget requirements andpreparation of fees with a high attention to detail.
- Attendance at training and active participation in sessions.
Requirements:
- Solid Understanding of general Accounting Concepts, and how they apply to produce client work to a Trial Balance Stage.
- Previous experience within the SMSF industry providing support to SMSF clients
- A strong attention to detail
- Experience of using Class software would be beneficial
- Ability to work in a Cloud computing environment
- Experience in using Cloudoffis, FuseDocs and Fusesign would be beneficial
- Strong problem-solving skills with the ability to assess the risks for clients beforedecision making.
- Demonstrated experience working within a team environment.
- Excellent written and verbal communication skills
- Ability to operate Microsoft Office 365 including Word, Excel and Teams