Join the
Intello team

Would you like to be a part of our team of professionals, inspired to provide innovative solutions and contribute to the success of our Advisers? Intello is not a typical accounting business – we are a technology enabled financial services provider. Our vision is to provide a superb experience for advisers by combining great technology and great people.

 

We currently administer over 2,500 SMSF’s and non-SMSF portfolios for 150+ high quality financial planning and accounting businesses around Australia. Due to continuing, strong growth, we have a number of opportunities for those looking to take the next step in their career and join our award winning team.

 

 

Our Values

Our values are positivity, accountability and being passionate advocates for the community we are part of. This means we are looking for someone who is:

  • Insatiably positive about helping advisers provide solutions for their SMSF clients
  • Absolutely accountable to their team and their clients for the work they undertake
  • Are passionate advocates for the SMSF space and the value of advice in the lives of clients

Gold Coast
Classification: Accounting > Taxation

 

The Role:

Working within a growing team, we’re looking for someone who can supervise, lead and manage in a hands-on supervisory role.  Your duties will include but not be limited to:-

  • Develop, mentor, coach and empower staff to build a high performance team culture;
  • Ensuring exceptional client service delivery;
  • Tracking and monitoring performance of the team (workflow management) including monitoring of quality and compliance standards;
  • Regular reporting of progress of New Business and KPI statistics;
  • Contribute to and support the Client Value proposition and team culture;
  • Reviewing and assessing current processes whilst suggesting and implementing areas of improvement;
  • Participate in training development of wider team.

Essential Criteria includes but is not limited to:;

  • Excellent communication and problems solving skills;
  • Proven experience in leading, motivating and managing a team;
  • Strong time management skills;
  • Demonstrated ability to undertake the functions and responsibilities identified in this role;
  • Analytical thinking to effectively troubleshoot technical, accounting and onboarding issues;
  • Ability to effectively present and guide new and existing users through the onboarding processes and technology;
  • As we are a growth business, demonstrated ability to review, apply knowledge and suggest and implement areas of improvement will be highly valued.

This is an exceptional opportunity for a positive and enthusiastic Team Leader with excellent people management experience. To be suitable for this position you will have proven experience in a similar role.  You must be proactive, hands on, team orientated and have the ability to prioritise, multi-task and display a strong work ethic. When submitting your application, please make sure to address the ‘Essential Criteria’ mentioned above in your covering letter.

Please note that only shortlisted candidates will be contacted.

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Gold Coast
Classification: Accounting > Taxation

 

The Role

You will be responsible for:

  • Efficient preparation of SMSF financial statements, annual returns and all other SMSF compliance requirements with minimal supervision
  • Producing a consistently high standard of work that meets all regulatory and legislative requirements as well as follows our internal procedures
  • Assist with on-boarding of new business and related activities
  • Playing an active part in our business-wide focus on continuous improvement

Ideal Candidate 

  • At least 5 years in public practice accounting with enough technical SMSF knowledge to complete the work
  • Experience with Class Super software (preferred) or alternatives including BGL or Supermate
  • Be a passionate advocate for cloud-based technology solutions
  • The ability to work both independently and as part of a high performing team
  • Relevant accounting qualifications with accounting degree qualified preferred
  • Competent communicator with demonstrated high levels of productivity and high attention to detail

There are significant opportunities to grow with our business through training and advancement, so if you believe you have the required experience and attributes mentioned above, we look forward to receiving your application.

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