Team Assistant- SMSF

About us:

Pitcher Partners Sydney is a Professional Chartered Accounting firm located in the heart of the CBD. We are leading network of independent firms, working together to enable growth and ambition for our clients and our people.

When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nourish and empower every individual and we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them?

Due to our growth, we currently have an exciting opportunity for a team assistant to join our private business family advisory division.

The Role:

This role is ideal for someone with strong administration skills and attention
to detail who thrives in a fast-paced environment. You will provide day-to-day
administrative support to the team to ensure the smooth delivery of services to
our SMSF clients.
Key Responsibilities:

• Provide general administrative support to the SMSF team
  including document preparation and client correspondence
• Assist in onboarding new SMSF clients, including
  preparation of engagement letters and setting up files
• Liaise with team leaders and internal stakeholders to
  collect information, documentation, and signatures
• Maintain accurate client records in CRM Systems and
  document management platforms
• Assist with the lodgment of SMSF Annual returns, BAS,
  and compliance documentation
• Manage deadlines and reminders to the team
• Coordinate SMSF audit documentation and liaise with
  external auditors as required
• Assisting in preparing minutes, resolutions, and
  trustee documents
• Handle ATO correspondence on behalf of clients
• Provide support in reporting and billing processes
• Support team with projects and other tasks as required

What we are looking for:

• Previous SMSF administration ideally in accounting or
  financial services experience supporting a team would be desirable but not
  essential
• 2 years’ + experience in a similar role
• Strong attention to detail and excellent organizational
  skills
• Excellent verbal and written communication skills.
• Ability to multi-task and prioritise urgent tasks.
• Initiative and ability to work independently.
• Resilient and able to maintain composure when under
  pressure.
• Proficient in Microsoft Office (word, Excel, Outlook);
  experience with BGL360 (desirable)
• Team player with a positive, can-do attitude

What we offer:

At Pitcher Partners we believe success is better shared. That’s why we invest in the future of every person who works with us, and a culture that supports us all.

• Join a team with heart: We actively support your health and social connection with a vibrant culture, great flexible working policy, 18 weeks paid parental leave accessible after 12 months, and much more.
• Do work with a purpose: We put a lot of energy into developing meaningful relationships with our clients. It results in a level of trust that creates surprising opportunities for our business and your career.
• Bring your best ideas: We’re inspired by potential. We know there’s always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

How to apply

If you can see yourself as part of a team that’s all about people doing meaningful work, and leading with the best ideas, we want to hear from you. Submit your application via the link or apply at [email protected]

All applicants must be a permanent resident or Australian citizen to apply.