Oreon Partners is a second tier accounting practice bringing together a wealth of expertise of highly experienced and skilled principals. The boutique practice located at Kent Town aims to focus on delivering exceptional advice to loyal clients built on strong relationships.
The practice comprises 6 accounting partners and a financial planning partner, with over 60 team members who together service a large range clients.
The practice seeks a full time SMSF Accountant/Administrator.
Duties include but not limited to:
- Preparing SMSF financial statements and annual returns
- Preparing activity statements and other quarterly obligations (e.g. TBAR)
- Preparing minutes and resolutions
- Preparing electronic workpapers
- Preparing pension and other compliance documentation
- Liaising with the SMSF Auditor for the completion of annual auditing requirements
- Assisting with client queries promptly and accurately
- Supporting process improvement, efficiency and consistency across the team
Requirements:
- 3+ years in the SMSF sector
- SMSF knowledge and understanding of SIS Regulations
- Proficiency in SMSF software (BGL 360 highly regarded)
- Excellent written and verbal communication skills
- Strong attention to detail and analytical skills
- Excellent time and workflow management skills
- Well organised to meet internal/external requirements & deadlines
- Be able to work autonomously and as part of a team
- A desire to work in a professional but relaxed workspace with a great culture where you can have fun.
Salary and conditions will be negotiable depending on experience.
Only applicants with the above qualifications and experience will be considered for the position. To apply please email [email protected].
