Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage Lending, Personal Insurance and Superannuation.Shakes is an inspired team working together to achieve great outcomes for our people, clients and community.
We believe our people make all the difference to our Firm.
We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace.
We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.The OpportunityWe are seeking a full-time Self-Managed Super Fund (SMSF) Accountant with a positive can-do attitude, to assist the team to care for a portfolio of SMSF clients, in line with policy, statutory and professional standards.
This role operates in a small team of SMSF professionals providing great exposure and career progression.Key responsibilities will include:Promptly and accurately respond to client queriesPrepares SMSF compliance work including preparation of Financial statements and Income Tax Returns on Class SuperPreparation of workpapers for the SMSF AuditorAssistance with client meetings and SMSF strategy adviceAssistance with adhoc SMSF project workMaintaining workflow and reporting on progress meetingsAdministration and establishing new SMSF's for clientsWhat you will bring to the team:Minimum of 2 years' experience in SMSFTeam player with a positive attitudeStrong work ethicDetail orientedStrong interpersonal, written, and verbal communication skillsHighest standard of ethics, confidentiality, and professionalismBy joining the Shakes team, you will be offered:Attractive and competitive salarySupportive, friendly, and welcoming team environmentFlexible working hours and WFH one day per weekHighly active and engaging social clubAn active sports community – join our cycling and running teams or enjoy bootcamp, yoga and meditation classesAt Shakes, we encourage all suitably skilled and qualified applicants to apply.
We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.Only shortlisted candidates will be contacted.Seniority level: AssociateEmployment type: Full-timeJob function: Accounting / Auditing, Administrative, and Strategy / Planning
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