Financial Planner

2 weeks ago


Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $85,000 - $105,000
Job Overview

This role involves financial planning and management for Self Managed Super Funds (SMSFs).

Key responsibilities include creating workpaper files, income and capital gains tax (CGT) reconciliations.

Required Skills & Qualifications:
  • Preparation of financial statements and income tax returns
  • Creation of detailed workpaper files
  • Reconciliation of investment, income, and capital gains tax
Benefits:
  • Opportunity to work with Self Managed Super Funds (SMSFs)
  • Develop skills in financial planning and management
Others:

The ideal candidate will have strong analytical and communication skills, with the ability to work independently and as part of a team.


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