About YML Group:
- Fairview, Quezon City location
- Friendly team environment
- Strong firm-wide encouragement, support and passion
- Excellent work culture. Work.Life.Balance.
Key Responsibilities:
- Assist in entering/updating client data onto Class
- Assist in finalizing SMSF accounts
- Liaise with external auditor on concerns and queries required to finalise the audit
- Liaise directly with the clients when required
- Prepare Audit Files and send to the auditor
- Track and Lodge Quarterly IAS
- Prepare and send the BASs for approval
- Download documents required for cash reconciliation and Audit. Ex. Dividends, Bank Statements, Insurance etc.
- Send documents to client via Dropbox and if required through Email as well.
- Communicate the correspondence that requires action to the team or the client.
- Communicate directly with ATO wherever required
- Process daily reconciliation in Class and raise queries if necessary.
- Saving of documents in FYI.
- Assist in preparation of SMSF yearly engagement letters.
- Assist in monitoring and updating of Super Solutions dashboard.
- Assist in invoicing of SMSF compliance fee in Xero.
About the Candidate:
- Candidate must possess at least a Bachelor's/College Degree in Finance, Accountancy, Banking, Commerce or equivalent.
- Preferably with experience in Australian accounting and SMSF industry with knowledge in Class Super Software but fresh Graduates are welcome
- Knowledge in Microsoft Office- Word, Excel, Outlook.
- Capability to work independently and with the team.
- Strong client service and the ability to build professional relationship with clients.
- Strong attention to detail and a commitment to accuracy.
- Good numerical, analytical and problem-solving skills.
- Ability to follow established processes and learn new systems quickly.
- Good organisational and time-management skills.
- Clear and professional communication skills.
- A positive, proactive attitude and reliable work ethic.
- Willingness to build SMSF knowledge through structured training and hands-on experience.
We offer benefits:
- Additional leave
- Company events
- Flexible schedule
- Health insurance
- Opportunities for promotion
- Promotion to permanent employee
- Hybrid set-up after passing probationary period
Company description:
YML Group is an integrated financial services business built on specialised divisions that can be accessed individually or as a collaborative service to satisfy any of your financial needs in accounting, finance, financial planning, super solutions, innovation and business services.YML Group takes pride in offering our clients uncompromising service and expertise in the creation, protection and preservation of their assets and wealth. As a dynamic team of more than 100 professionals and accountants located in AU, PH and CHN, the YML family prides itself on our friendly, warm and accessible approach.