Retirement Planning Specialist
1 week ago
We're seeking a Senior Analyst to join our team and support clients in building strategies for their wealth during retirement, ensuring regulatory compliance.
The ideal candidate will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy and compliance.
Key Responsibilities- Preparation of SMSF compliance requirements
- Preparation of SMSF Financial Statements
- Liaising with external Auditors
- Team collaboration
- Related tertiary qualifications in Accounting or Finance
- Practical SMSF experience within a professional services firm
- Action orientated, showing initiative and responsibility for actions and task completion
- Aspiring leadership skills, acting with integrity and influencing relationships with internal and external stakeholders
- Hybrid and flexible working arrangements
- Time In Lieu and client leadership program leave
- Paid parental leave and public holiday swap programs
The SMSF team creates value by providing advice on asset protection, business performance, and wealth management. We work collaboratively to improve the way our clients work, supporting them in achieving their goals.
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