SMSF Senior Accountant
Core
Prepare SMSF financial statements, annual accounts, tax returns, activity statements, and TBARs while liaising with auditors and the ATO.
Role type
Senior individual contributor SMSF accountant
Builds
SMSF financial statements, tax returns, and statutory compliance documentation
Domain
Accounting and taxation for Self-Managed Super Funds (SMSF)
Required skills
SMSF accounting, SMSF taxation, SMSF compliance, financial statement preparation, tax return preparation, TBAR preparation, audit liaison, ATO liaison, Excel, accounting software
Preferred skills
BGL Simple Fund 360, BGL Class, SMSF Association membership, CA qualification, CPA qualification
Responsibilities
Prepare SMSF financial statements, annual accounts, and tax returns; Manage day-to-day client requirements; Review financial information and identify potential issues; Prepare activity statements, TBARs, and other statutory documentation; Liaise with external SMSF auditors and respond to audit queries; Communicate with the ATO and assist with resolving client matters; Support junior team members; Assist with improving internal processes and systems
Seniority
Senior, hands-on IC