Consultant (smsf Accountant) - Class

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

An awesome role for an Implementation Consultant to work within our growing consulting team! Be at the forefront of implementing and rolling out our Class software to our awesome new users - planners, investors and auditors. Provide training and customer success activities ensuring our customers are set up for success always and be a true business partner ensuring we deliver the best customer experience always!

This would be a great role for someone that comes from an Accounting/ SMSF background that has worked with the Class software, and is looking to gain experience working for a platform.

This role is based in either our Sydney, Brisbane or Gold Coast offices, with the option to work from home up to 3 days per week.

Responsibilities:

• Assist customers through their first 60/90 day implementation plan including planning for user access, training, fund transitions, data feed activations, business policy settings and training.
• Provide direction to accountants and administrators with the timely collation of data and documentation required for transitioning theirs funds.
• Deliver training (one-on-one /group) and technical support. This may include on-site meetings where applicable.
• Liaise with product manager and key stakeholders on customer requirements and enhancements related to the entire on-boarding process
• Assist the sales team in pre-sales technical session, demos and trials when required
• In conjunction with Sales, Marketing and Product Management teams, participate in periodic road shows and conferences to Class customers

What you'll need

• Formal degree qualification in the area of Accounting or SSA required
• Experience using Class software for SMSF's or Trust administration
• Strong communication skills and having the ability to work in a fast-paced environment
• Project, process orientated and having a passion for solving complex issues

Desirable

• Knowledge of Australian Superannuation & Trust legislation
• Exposure to the software development cycle using an Agile approach
• Knowledge of Class or experience using other SMSF administration systems
• Experience working in Business Services and/or Tax Accounting
• Past experience in working in an accounting practice