SMSF Senior Accountant

August 26

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BlueRock

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We're more than an entrepreneurial advisory firm helping businesses grow and succeed - we're a community.

Accounting • Law • Finance • Bookkeeping • Business

201 - 500

Description

• You will be allocated a list of SMSF clients and with the help of your team you will be responsible for: • Ensuring your team are updating your SMSF client list on a monthly basis • Both Preparing Year-end financial statements and income tax returns for SMSF clients as well as review those prepared by the team • Ensuring SMSFs are compliant with Superannuation Industry (Supervision) and Income Tax Assessment Acts and Regulations; • Liaising with ATO and Auditor • Communication with clients as required • Identify opportunities and client requirements for financial planning services and referrals. • Provide clients with factual information surrounding the Super Rules. • Liaising with different teams within BlueRock to ensure the client received a holistic service offering.

Requirements

• Have completed a Bachelor degree in Accounting or a similar discipline • Have at least 3 years experience in SMSF • Experience with Class Super • Have strong, confident communication skills and thrive in a team environment • Are highly driven with a proactive and positive attitude • Want to help the development and growth of a new team alongside the progression of your own career

Benefits

• Certified Great Place to Work 2024 and 2023 Best Workplaces winner! • Competitive salary, free weekly lunches, awesome social events, WFH options, and amazing headquarters in the CBD • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion • Learning and development including internal and external training programs to build your career skills • An inclusive and diverse workplace culture centered on health, well-being, and fun