SMSF Admin Assistant

2 months ago

Gosford, Australia RSM AUSTRALIA Full time

Position Summary

Support the SMSF division with all administration tasks and assistance with client matters. This role has a compliance focus and is instrumental in the smooth operations of the SMSF team. 

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

KEY RESPONSIBILITIES:

  • Assisting with set up of new funds into database/s
  • Maintaining fund database/s and assisting team with reporting to Partners
  • SMSF ASIC queries, document preparation, lodgements and setups
  • Prepare and assist with admin requests for the team
  • Lodge ELD’s for the team
  • Prepare information for job set up
  • Download data for preparation of financial reports and taxation returns for SMSFs
  • Assisting with reconciliation of SMSF transactions for compliance
  • Assisting with preparation of Business Activity Statements for Team
  • Preparation of electronic workpapers for audit and coordinating documents on return from auditor and client
  • Liaising with the ATO and other government bodies regarding client matters
  • Assist with WIP maintenance and preparation of draft bills
  • General administration duties for the team, including scanning and filing documents, maintaining registers

EDUCATION REQUIREMENTS:

  Essential

  • Completion of Year 12

DEMONSTRATED EXPERIENCE & ATTRIBUTES:

Essential

  • 1 years in a similar role
  • Experience of accounting software – ideally with Class Super
  • Strong communication skills
  • Strong attention to detail
  • Ability to work autonomously and as part of a team
  • Intermediate / Advance with Microsoft Office packages

Life at RSM:

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

How to apply:

Please click on the “apply” button and complete our online application form.

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