Our client is a national financial services firm with a well-established office in Central Adelaide. Renowned for delivering high-quality advice, the business is built on a strong foundation of ethics and excellence.
Employees enjoy a supportive and collaborative team culture, a genuine commitment to professional growth, and a strong focus on employee wellbeing.
The Role:
Independently manage a SMSF portfolio and build relationships with clients.
Prepare and lodge SMSF tax returns and annual compliance documentation
Input and manage data within BGL Simple Fund
Collaborate with the marketing team to deliver key messages to clients
Assist SMSF Specialist Advisers with technical aspects of advice
Benefits:
Competitive salary with annual bonus structure
Focus on flexibility - Offering flexible start/finish times
Ongoing training and professional development opportunities
Wellness initiatives and a strong focus on work-life balance
Stable team environment with low staff turnover
Skills & Experience
Minimum 5 years’ experience as an SMSF accountant in a public practice or accounting firm
Strong communicator with proven leadership capability
CA/CPA qualified or currently completing (preferred)
Solid understanding of SMSF compliance and regulatory requirements
How to apply:
Click APPLY or contact Tyler Jameson on 0402 040 132 for a confidential discussion. You can also send your resume to tyler@bentleyrecruitment.com.au
