Finance Specialist

About this role

We are seeking a skilled Finance Specialist - SMSF to join our team at Findex. As a key member of our SMSF team, you will be responsible for assisting in SMSF tax return preparation, financial statement creation and reconciliations, as well as handling compliance and administrative tasks.

Key responsibilities

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• Assist in SMSF tax return preparation, financial statement creation and reconciliations
  
• Handle compliance and administrative tasks, including client record maintenance and data entry
  
• Prepare and review reports including time-sheets, client service agreements, and invoicing
  
• Contribute to strategy implementation for clients, learning ATO registrations, and preparing meeting minutes and resolutions
  

What you'll need

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• Proficiency in Microsoft Suite, including Outlook, Teams, Word, and Excel
  
• Familiarity with Class Super (an advantage but not essential)
  
• Able to prioritise and coordinate tasks efficiently
  
• A genuine team player with a friendly and helpful demeanour
  

About us

At Findex, we value teamwork and mutual support. As a key member of our SMSF team, you will have access to great training and mentoring opportunities. If you are a motivated and ambitious professional looking to further your career in Accounting and SMSF, we encourage you to apply for this exciting opportunity.

Why Findex?

We are passionate about what we do and how we do it. We are a business that puts clients first and embraces teamwork. If you are a big and bold thinker who likes to make meaningful change, we would love to hear from you.