Job Description:
At Ulton, we value our people and community:
Benefits & Perks: We offer attractive benefits including a newly refurbished office with free parking, family-friendly office space, team member referral bonus and recognition and rewards.
Culture and Stability: Experience a strong sense of belonging at Ulton, a company with a rich history spanning nearly 100 years. Our human-first culture is built on communication, with an open-door policy, regular team events and networking opportunities.
Flexible Work Options: Enjoy a healthy work-life balance with flexible work arrangements, compressed working weeks, and a hybrid work model (office and work-from-home options).
Make a Difference: We are passionate about helping our clients succeed and actively support various charities and community organisations.
Grow Your Career: We offer a supportive and collaborative work environment with opportunities for professional development (50+ CPD hours annually), leadership development, and one-on-one mentoring.
What you’ll be doing
Prepare and lodge annual SMSF financial statements and tax returns
Prepare interim financials for SMSFs, including BAS/IAS
Assist with the establishment and wind-up of SMSFs
Liaise with auditors, wealth managers and accountants to ensure compliance with relevant legislation and regulations
Attend to client queries and provide excellent client service
Stay up-to-date with changes in SMSF legislation and best practices
Skills and Experience
Ideally 4 or more years working in Public Practice and in Superannuation division
Undergraduate qualifications (essential) and Postgraduate qualifications (or working towards this)
Exhibit strong understanding of SMSF taxation issues
Experience with Class (ideal) or other SMSF software
Professional presentation and communication skills with a focus on delivering exceptional client service
About Ulton
Hi, we're Ulton! Based in Queensland, we're one of the states largest and most dynamic business advisory, chartered accounting and wealth management practices. We have a history of helping businesses, and the business owners behind them, grow and become a success. A growing number of Queenslanders and Queensland businesses, consider us their preferred provider of professional services. Our SMSF specialist team are experienced in dealing with the complex superannuation regulations to get the best outcomes for our clients. Our firm provides expert strategic advice and fund administration so that our clients can enjoy a wealthy retirement. If you're looking for a challenging and rewarding career opportunity at a company that values its people and community , we encourage you to apply! For more information, visit our website www.ulton.net
Required Skills:
Leadership Development
Financials
Rewards
Compliance
Accountants
Legislation
Options
Balance
Returns
Mentoring
Tax
History
Financial Statements
Communication Skills
Networking
Regulations
Administration
Accounting
Software
Business
Leadership
Communication
Management