Hatcher Advisory Careers

Hatcher Advisory Careers Hatcher Advisory is a holistic, future-focused strategic advisory and accounting firm that helps bus

01/10/2024

Job Opening: SMSF Paraplanner

We are seeking a highly organized and detail-oriented SMSF Paraplanner with a strong background in Australian financialplanning to join our dynamic team. The successful candidate will play a pivotal role in collaborating with our team to support our clients with their SMSF investments.

About the role

Conduct thorough research on SMSF regulations to ensure the most current information is utilized in financial planning. Stay updated on changes in SMSF legislation and industry trends, incorporating relevant updates into client strategies.
Evaluate the suitability of an SMSF structure for clients based on their financial situation and goals.
Coordinate with clients, superfunds, and insurance providers to oversee the third-party authority request process and conduct research for the preparation of the Statement of Advice (SOA).
Maintain accurate records of client communications, investment decisions, and compliance documentation for auditing purposes. Collaborate with licensee representatives to ensure compliance with applicable regulatory requirements.
Assist in the preparation of Statement of Advice (SOA) documents, ensuring they comply with regulatory standards and accurately reflect client objectives and risk profiles.
Maintain daily communication with clients through emails and calls, addressing their queries and providing updates on the SMSF setup process. Focus on building strong client relationships.
Collaborate with internal teams, such as accounting and legal departments, to ensure comprehensive support for SMSF clients.
Participate in professional development activities to enhance knowledge and skills in financial planning, SMSF compliance, and wealth management.
Actively contribute to the growth and success of the firm through proactive client engagement, networking, and business development initiatives.
About you

You must have:

At least 2 years of experience in a Financial Planning - related role in Australia
With AU experience in SMSF compliance and preparation of Statement of Advice
Must have a degree in Financial Management, Economics, or Accounting or any equivalent
Strong organizational and time management skills
Expertise in Financial Planning and Wealth Management
Has strong financial and analytical skills and high attention to details

Nice to have:

Knowledge of BGL is preferred but not a must
Excellent verbal and written skills
Self-motivated with a “Can do attitude” enthusiasm and the ability to work autonomously
You are an effective, clear communicator in all formats with great people skills
You are a self-motivated team player with strong problem-solving abilities and a solution-orientated mindset
You are practically always on time (or early) and strive to deliver ahead of deadlines
·You have excellent time management skills and can juggle multiple tasks while communicating honestly about your timelines, challenges, and questions
·You are focused on getting the details right – you do not do sloppy work or let little things slip through the cracks

Please send your resume to [email protected]

04/04/2024

Job Role: Intermediate Accountant

About the Opportunity:

Join Hatcher Advisory as an Accountant and lead the financial operations for our esteemed clients. In this pivotal position, you will be responsible for devising and implementing financial strategies, mitigating risks, producing and presenting financial reports, and guiding budgeting and forecasting endeavors.
As an integral part of our team, you will collaborate closely with clients and colleagues to offer expert financial guidance. Building strong relationships with clients, shareholders, and stakeholders will be key to your success.
Primary Responsibilities:
Compile tax compliance reports (BAS, FBT, PAYG Super, etc.) for review and submission
Prepare Tax Returns/ Financials
Conduct reporting and forecasting activities
Possess expertise in financial report preparation and analysis
Proficiency in Xero and Xero Tax; familiarity with QuickBooks and MYOB is advantageous
Ideally, have knowledge or experience in Statutory Trust Accounting
Exhibit exceptional communication skills
Demonstrate meticulous attention to detail
Prioritize tasks effectively and manage time efficiently
Display strong problem-solving and decision-making abilities
Approach tasks with a friendly demeanor and excellent interpersonal skills
3 to 4 years of Australian Tax & Accounting Experience
Preparation and reconciliation of Xero files
Preparation of Income Tax Returns (AU) and Financial Statements for companies, trusts, individuals, partnerships, and SMSFs
Preparation of accounting and tax work papers
Preparation of BAS and IAS
General accounting and administrative tasks as required by your manager
Preparation of structure diagrams
Preparation of tax reconciliations
Qualifications:
Minimum 3 years of Australian Accounting experience
CA/CPA certification or a Master's in Accounting
Proficiency in Microsoft programs
Prior data build training is preferred but not mandatory
Enthusiastic and capable of working independently
Strong organizational and time management capabilities
Skilled in document management
Excellent written and verbal communication skills
Self-motivated with a positive attitude and a proactive approach
If this opportunity aligns with your skills and aspirations, we seek individuals who:
Excel in clear communication and possess strong interpersonal skills
Thrive as collaborative team members with problem-solving abilities and a focus on solutions
Consistently meet or exceed deadlines and manage time effectively
Perform well autonomously and go above and beyond to deliver exceptional results
Embrace responsibility and see tasks through to completion
Demonstrate meticulous attention to detail and consistently produce high-quality work
Approach challenges with a proactive mindset and a commitment to excellence.

Please feel free to forward your resume to either [email protected] or [email protected].

14/12/2023

JOB ROLE: SMSF Accountant

We are seeking a skilled and experienced SMSF Accountant to join our team. As an SMSF Accountant, you will be responsible for providing comprehensive self-managed superannuation fund (SMSF) accounting and advisory services to our clients. This role requires a strong understanding of SMSF regulations, compliance requirements, and taxation laws in Australia.

About the role:

Responsible for the preparation of annual Self-Managed Superannuation Fund financial statements, tax returns, and audit files with the team
Preparation of financial statements and tax returns
Communication with the clients for source documents needed and other queries
Communication and discussion with the team for the contribution breakdowns
Coding of transactions and reconciliation of general ledger accounts
Responsible for preparing BAS, and bookkeeping procedures for SMSFs
Strong knowledge and experience in Australian tax compliance
TBAR Lodgments and other ATO compliance related to SMSF
Communication with the auditor for audit queries if any
Other ad hoc tasks as required

About the Person:

At least 3 years experience in SMSF Australian Accounting and Taxation
Bachelor’s degree in Accounting, Finance, or any related field
Knowledge of Australian SMSF compliance requirements
Attention to detail
Have Knowledge of BGL360 and Microsoft Software
Familiar with the ATO Website
Having deep knowledge and work experience in SMSF
Fluent communication skills, Optimistic, and have a positive outlook on life

To apply, please email your resume and a cover letter highlighting your relevant experience to [email protected] or [email protected].
We look forward to reviewing your application and potentially welcoming you to our team.

25/05/2023

JOB ROLE: SMSF Accountant

We are seeking a skilled and experienced SMSF Accountant to join our team. As an SMSF Accountant, you will be responsible for providing comprehensive self-managed superannuation fund (SMSF) accounting and advisory services to our clients. This role requires a strong understanding of SMSF regulations, compliance requirements, and taxation laws in Australia.

About the role

Responsible for the preparation of annual Self-Managed Superannuation Fund financial statements, tax returns, and audit files with the team
Preparation of financial statements and tax returns
Communication with the clients for source documents needed and other queries
Communication and discussion with the team for the contribution breakdowns
Coding of transactions and reconciliation of general ledger accounts
Responsible for preparing BAS, and bookkeeping procedures for SMSFs
Strong knowledge and experience in Australian tax compliance
TBAR Lodgments and other ATO compliance related to SMSF
Communication with the auditor for audit queries if any
Other ad hoc tasks as required

About the Person

At least 3 years experience in SMSF Australian Accounting and Taxation
Bachelor’s degree in Accounting, Finance, or any related field
Knowledge of Australian SMSF compliance requirements
Attention to detail
Have Knowledge of BGL360 and Microsoft Software
Familiar with the ATO Website
Having deep knowledge and work experience in SMSF
Fluent communication skills, Optimistic, and have a positive outlook on life

To apply, please email your resume and a cover letter highlighting your relevant experience to [email protected]. We look forward to reviewing your application and potentially welcoming you to our team.

🌍✈️ Embracing a global work culture! We are beyond excited to share the amazing news that one of our exceptional team me...
24/05/2023

🌍✈️ Embracing a global work culture! We are beyond excited to share the amazing news that one of our exceptional team members had the extraordinary opportunity to visit our esteemed client in breathtaking Darwin, Australia.
🇦🇺🌆
At our organisation, we believe in going above and beyond to nurture meaningful relationships, even when working remotely. This visit embodies our unwavering commitment to creating lasting connections that transcend physical boundaries. 💼💻
As our team member experienced firsthand the vibrant culture, awe-inspiring sights, and warm hospitality of our client, it reinforces our belief that building strong relationships is at the core of our success. 🤝❤️
Stay tuned as we continue to bridge the gap and strengthen our connections with clients across the globe. We're dedicated to fostering a work culture that values collaboration, empathy, and going the extra mile for our partners. Together, we're rewriting the rules of remote work and redefining what it means to create meaningful client connections.


Address

Suite 2, Level 14 390 St. Kilda Road Melbourne
Melbourne, VIC
3004

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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