Trainee

5 days ago

Albury NSW, Australia FINDEX Full time $45,000 - $60,000 per year

Are you an early-career professional looking for a one-of-a-kind opportunity to grow within a leading financial services and technology company? Join our SMSF team in Albury as a Trainee In this role, you'll contribute to compliance, client support and financial reporting while developing your expertise in a dynamic and supportive environment.

SMSF Trainee

  • A Client First, get it done approach
  • CPA study support with fee reimbursement & PAID study leave
    Thrive with the support of a team who share a common goal

Are you an early-career professional looking for a one-of-a-kind opportunity to grow within a leading financial services and technology company? Join our SMSF team in Albury as a Trainee In this role, you'll contribute to compliance, client support and financial reporting while developing your expertise in a dynamic and supportive environment.

What will your typical week look like?

  • Prepare SMSF tax returns, BAS, IAS & reconciliations
  • Liaise with ATO, ASIC and external providers on clients' behalf
  • Support managers with reports and audit preparation
    Maintain accurate client records and compliance files

What makes this role unique?

  • Exposure to diverse SMSF clients & complex structures
  • Structured CA/CPA study support and mentoring
    Work with cutting-edge workflows driving automation

More about the perks

  • 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

You are someone who is…

  • Interested or working towards an accounting degree
  • Keen to pursue CA/CPA
  • SMSF or accounting firm exposure (not essential)
  • Proven client service and stakeholder management skills (ideal)
    Strong attention to detail and ability to meet deadlines

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, being accountable and celebrate our successes.

About us

Why Findex?

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 work rights within Australia 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.

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