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SMSF Accountant

  • Hybrid work model – work from home & the office
  • Flexible office location – either Melbourne or Geelong
  • Competitive Salary relevant to the experience

 
About the Role:

By providing accounting & business advice, taxation, finance, wealth accumulation & succession, risk management & insurance services, our client customises personal solutions for their clients & builds long-lasting, trusting relationships.
Due to growth, our client is currently seeking a self-motivated, client-facing SMSF Accountant to form a part of their growing advisory team. This position can be located at either the Melbourne or Geelong offices with WFH days.

  
  
What’s great about this role:

  • Manage your own workflow & clients
  • Flexibility in hours and office workdays
  • Offers a lot of autonomy & variety with a supportive & collaborative team.

  
Duties:

  • Completion of annual financial statements and annual return obligations for a portfolio of Self Managed Superannuation Fund (SMSF) clients.
  • Completion of quarterly activity statements and TBAR reports for a portfolio of SMSF clients.
  • Preparation of other SMSF-associated documentation ie pension agreements and minutes of meetings.
  • Liaising with clients on queries and information required.
  • Assisting Client Partner with overall client engagement for a portfolio of specified clients, including working directly with PWS team in the facilitation of consolidated engagements and budgets.
  • Assist Client Partner as instructed with working directly with PWS team members and third-party associates in the facilitation of relevant tasks to deliver clients’ overall financial goals and objectives.

  
Skills and Experience:

  • Minimum of 3 years’ experience in SMSF accounting
  • Completed a University degree in commerce, accounting or business
  • Undertaking or attained CA or CPA
  • Strong technical skills and knowledge of accepted accounting practices and principles
  • Strong tax knowledge applicable for SMSF clients
  • Knowledge of applicable laws, codes and regulations applicable to SMSF clients
  • Proven ability to with communicate with a variety of people at all levels of an organisation, as well as experience working with various clients at the same time.
  • Experience with MS office products, including Excel & Word.
  • Experience with common accounting software e.g. BGL 360 & MYOB
  • Australian Citizen/resident with excellent verbal & written communication skills

If you are looking for a role with a firm that is not your average accounting firm, that really cares about their clients & building long-term relationships, then this is the role for you.
  
How to apply:
All applications are to be submitted online – click APPLY.  We will be reviewing applications as they are received so apply today!  Please note only candidates that meet our client’s selection criteria will be contacted.
  
  
Job ID:
TS11139/1.0

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