Assistant Trust Accountant - Perpetual Corporate Trust
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- Assist in the preparation of periodic management accounts and annual financial statements
- Perform account reconciliations and posting of journals
- Assist with calculati on of T rust distributions
- Preparation of Business Activity Statements (BAS) returns
- C oordinating audit of the financial statements and ensure timely completion of audit.
- Coordinating preparation and lodgement of income tax return and annual tax reports including AIIR and PAYGW with tax agent.
- Preparing payment directions
- Respond to accounting enquiries from internal and external stakeholders
- Support the Trust Accountants on the delivery of Trust accounting services
- Maintain ing relationships with clients
- L iaising with key internal stakeholders including Trustee, Trust Manager and Investment Manager for the delivery of services under the relevant accounting engagements
- About you
- We're interested in hearing from people who have:
- A degree in accounting, economics, or finance, with a major in accounting
- Currently undertaking CA or CPA accreditation
- At least 18 months experience working in a chartered accounting firm or Big4 environment
- Preferred skills and knowledge:
- Familiarity with Australian trust tax legislation
- Working knowledge of managed funds and securitisation processes
- Previous auditing experience
- Demonstrated proficiency in Microsoft Word and Excel, including advanced spreadsheet functions and data analysis, as well as hands-on experience using accounting systems such as XERO for day-to-day transactions and financial reporting
- We love hearing from people who are inspired o shape the future with us. If you're excited about this opportunity or about joining Perpetua l Corporate Trust , we encourage you to apply.
- How we work
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
- Employee benefits
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Study support and commitment to supporting professional development
- Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
- We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive .
Benefits
Additional Information
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health & lifestyle Modern, centrally located CBD offices with easy access to public transport A people focused organisation with a supportive & collaborative team culture P erpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. This is an exciting opportunity to join the Investment Operations Team in Managed Funds Services at Perpetual Corporate Trust, a specialist business within the Perpetual Group . In this role, you will be responsible for a ssist ing the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services for managed investment trusts and securitisation trusts . This role offers a strong opportunity for an individual with experience in financial services and a keen interest in securitisation to become part of the team.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at perpetual? Share your experience