Senior Accountant

at  Optimal Recruitment

• Based in Manly in modern offices
• Opportunity to develop your career
• Good Salary
  Our client provides expert guidance and financial strategies that puts their clients’ requirements first, ensuring that the direction will maximises their financial wellbeing. With end to end guidance they cover all aspects their clients’ financial wellbeing and offer a range of services including Cashflow and Budgeting, Wealth Management, Retirement Planning, Self-Managed Super Funds (SMSF), Superannuation Advice, Accounting & Tax Planning and Estate Planning.
  As part of their succession planning our client is looking for an accountant with a minimum of two years experience in an accounting practice who is looking to be Head Accountant in the next few years. The successful candidate will be given a portfolio of existing clients and will not be tasked with bringing new clients.

EXPERIENCE NEEDED

• Experience working as an Accountant within an accounting practice (2 years + )
• SMSF Experience and accreditation is a plus
• CA or CPA qualified

BENEFITS

• Attractive salary and Bonus package.
• Opportunity to work in a successful, growing Financial planning business.
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Social and networking events on the ongoing basis
  If you are looking for a long term career with growth and opportunity this is the role for you.
  APPLY NOW by sending your Resume and cover letter or for a confidential chat call Julie on 02 8415 4181

• Review Super Records Portal and find queries, reply office queries, prepare queries which should be sent to clients
• Review Super Records Portal and find queries, reply office queries, prepare queries which should be sent to clients
• Review Financial Reports & Tax Returns
• Cash flow, analysis, business improvement strategies
• Allocation of work to a team of accountants(to the junior staff)
• Managing and maintaining client relationships (phone/ email—at the fundamental level, such as gathering further information)
• Training new accountants
• ATO & ASIC correspondence
• Answering client / member queries - SMSF Service Box
• Annually review ATO LRBA Interest Rates each July and notify members with Related Party Loan Agreements in place of any changes to the monthly payments.
• Send reminder / review Rental arrangements for SMSF’s with Commercial Property rented to a Related Party.
• Ensure Trustee’s apply the rental increases according to Lease Agreements
• Facilitate the Termination of our SMSF Services for SMSF clients moving away