Flexible Hours, Time in Lieu & Work From Home Options Monetary Client referral programmes | Fee reimbursement & PAID study leave Job Description A Client First, get it done approach. Flexible Hours, Time in Lieu & Work From Home Options Monetary Client referral programmes | Fee reimbursement & PAID study leave
Your typical week in this role will involve accurate SMSF processing for a diverse client base. You'll have the chance to collaborate with a high-performing team and engage directly with stakeholders and clients within your portfolio. Continuous self-improvement is encouraged through on-the-job learning and personalized training. Surround yourself with people who can inspire, mentor and challenge you.
What will your typical week look like? Prepare financial statements and income tax returns for self-managed superannuation funds. Exhibit ownership qualities and efficiently manage your workflow. Collaborate with various providers and statutory authorities on behalf of clients. Create detailed workpaper files, including investment, income, and CGT reconciliations. Process transactions, such as initiating rollovers via Superstream, contributions, and benefit payments for clients. More about the perks Flexible working hours and policies, including Time Off In Lieu (TOIL) Incentive Programme, to accommodate your personal and family needs Support for CA/CPA studies including fee reimbursement and paid study leave Tailored career pathways and development programs aligned with your professional aspirations. Access to industry-leading learning and development designed to accelerate your development Let's talk about you! Familiarity with Class Super (Advantageous but not essential). Ability to prioritise and coordinate tasks efficiently. A genuine team player with a friendly and helpful demeanour. CA or CPA qualified (preferred). Let's talk about our team: Experienced Senior staff with over 35+ years combined in the SMSF Industry. Strong Client Services Team to complement our Accounting function. Close networks with the wider SMSF Team across the Findex Group. We encourage a strong work ethic and accountability and celebrate our successes. About us Why Findex? Writeyournextchapter
With a passion for well-being Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.
At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
If this sounds like you, we look forward to meeting you. Apply now!
Please note
Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.#J-18808-Ljbffr