Job Description :

• Providing specialist SMSF accounting and administration in accordance with regulatory 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 a high standard
• The ability to work with minimal guidance on basic compliance jobs.
• Liaising with clients to answer queries, provide regular updates and proactively request documents and information to ensure that jobs are completed promptly.
• Research undertaken on various superannuation related matters, subject to the review of a senior.
• Communicating with the ATO in relation to client matters (e.g. queries, setting up payment arrangements, obtaining remissions, lodgements).
• Prompt and collaborative communication with accounting team members to achieve the collective goal of providing high quality results for clients.
• Efficient coordinating with administration to ensure that collations and client correspondence are completed.
• Completion of daily timesheets and adherence to budget requirements and preparation of fees with a high attention to detail.
• Attendance at training and active participation in sessions.

• Previous experience within the SMSF industry providing support to SMSF clients
• A strong attention to detail
• Experience of using Class software would be beneficial
• Strong problem-solving skills with the ability to assess the risks for clients before decision making.
• Demonstrated experience working within a team environment.
• Excellent written and verbal communication skills
• Ability to operate Microsoft Office 365 including Word and Excel