SMSF Senior Accountant - Business Advisory
Core
Manage a diverse portfolio of Self-Managed Super Funds (SMSF) by preparing financial statements, tax returns, and ensuring compliance with SMSF legislation.
Role type
Senior IC accountant (SMSF specialist)
Builds
SMSF financial statements, member statements, income tax returns, and audit workpapers
Domain
Financial services / Superannuation / Accounting
Required skills
SMSF compliance knowledge, financial statement preparation, tax return preparation, audit workpaper preparation, regulatory reporting, client communication, risk identification, cloud accounting platforms
Preferred skills
CA qualification, mentoring junior staff, continuous professional development
Technologies
Class Super, cloud-based accounting platforms
Responsibilities
Prepare SMSF financial statements, member statements, and income tax returns; Process and review contributions, pensions, and investment transactions; Liaise with external auditors and respond to audit queries; Manage annual compliance obligations and regulatory reporting; Correspond with clients and the ATO regarding fund compliance; Monitor contribution caps and pension minimums; Train and mentor junior team members
Seniority
Senior, hands-on IC