Description:
Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage Lending, Personal Insurance and Superannuation.
Shakes is an inspired team working together to achieve great outcomes for our people, clients and community. We believe our people make all the difference to our Firm. We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace. We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.
The Opportunity
We are seeking a full-time Self-Managed Super Fund (SMSF) Accountant with a positive can-do attitude, to assist the team to care for a portfolio of SMSF clients, in line with policy, statutory and professional standards. This role operates in a small team of SMSF professionals providing great exposure and career progression.
Key responsibilities will include:
Assist with the provision of compliance and strategy SMSF services to a portfolio of clients, including:
- Promptly and accurately respond to client queries
- Prepares SMSF compliance work including preparation of Financial statements and Income Tax Returns on Class Super
- Preparation of workpapers for the SMSF Auditor
- Assistance with client meetings and SMSF strategy advice
- Assistance with adhoc SMSF project work
- Maintaining workflow and reporting on progress meetings
- Administration and establishing new SMSF’s for clients
What you will bring to the team
- Minimum of 2 years' experience in SMSF
- Relevant commerce degree
- Team player with a positive attitude
- Strong work ethic
- Detail orientated
- Strong interpersonal, written, and verbal communication skills
- Highest standard of ethics, confidentiality, and professionalism
Our Benefits
By joining the Shakes team, you will be offered:
- Excellent on-the-job development opportunities
- Attractive and competitive salary
- Supportive, friendly, and welcoming team environment
- Flexible working hours and WFH one day per week
- Highly active and engaging social club
- An active sports community – join our cycling and running teams or enjoy bootcamp, yoga and meditation classes
At Shakes, we encourage all suitably skilled and qualified applicants to apply. We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.
Only shortlisted candidates will be contacted.