Ensure effective Communication regarding Workflow
Work Capacity and ability to meet weekly Targets
Provide timely and clear communication regarding client work status and Client Queries
Work co-operatively and collaboratively with All Levels of the client Team
Demonstrate Professionalism and maintain strong Team Rapport
Actively attend and participate in Staff Training
Adhere to the Client Care Program Requirements Demonstrate: Values in day-to-day Work and Interactions
Provide Timely
Quality and Professional Service to Clients
Identify Opportunities to improve the Client Experience and escalate as appropriate
Adhere to Firm Marketing Initiatives outlined in the Client Care Program
Assist with preparation of the Client Pulse and Articles for Clients and Firm Website
Maintain Technical Knowledge through ongoing Learning and Professional Development
Assist with Engagement Agreements and Client Onboarding Processes
Support effective and timely Client Engagements
Disengagements and Onboarding
Assist the Client Practice Manager with review and improvement of Firm Templates
Liaise with the client regarding improvements to Firm Templates
Systems and Procedures
Assist with Administration
Office and Procedural Tasks as required
Undertake thorough Self-Review of all Client Work
Participate in additional Projects as assigned

5 years of experience in Accounting firm
Graduate of Bachelor's Degree in Accounting or related field
Understanding of generally accepted Accounting Principles and SMSF Reporting Requirements
General knowledge of Australian Taxation
Superannuation and Accounting Matters
Ability to review and interpret Australian Tax and SISA Legislation with guidance
Strong attention to detail and accuracy
Ability to organize
analyze and summarize Information effectively
Ability to manage Time effectively and work to Budgets and deadlines
Strong Planning and Prioritization Skills
Ability to work independently with appropriate support and mentoring
Logic thinking and structured Problem-Solving Skills
Clear and professional Communication Skills
Ability to build effective Working Relationships across Teams and Locations
Collaborative and supportive Team Approach
Professional Conduct aligned with Client Values
Client-focused Mindset
Professional and responsive Client Communication
Ability to represent client positively with Clients and External Stakeholders
Commitment to ongoing Learning and Development
Willingness to contribute to Process and System Improvements
Proficiency in Microsoft Office
Xero
Class and other client
approved Software.

SMSF Administrator

Key skills