21 Aug
|
Charterhouse
|
Yea
Job Description
Are you an experienced SMSF Accountant looking to take the next step in your career with an established and growing Geelong-based accounting firm?
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This is an opportunity to join a well-established SMSF team in a Senior capacity, managing a diverse portfolio of complex superannuation funds from start to finish. You'll be trusted to take ownership of your work, identify technical issues and opportunities, and provide high-quality outcomes for clients.
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Working closely with Managers, Directors and the wider accounting team, you'll have the chance to work across a broad range of SMSF structures while also reviewing and delegating work to junior team members.
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About You
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- Around 5+ years' experience working in an accounting firm, with a strong focus on SMSF.
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- Relevant Bachelor's degree in Accounting, Commerce or Business.
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- Strong technical knowledge of SMSF compliance and superannuation legislation.
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- Exposure to a range of fund structures and investments, including pension funds, unit trusts, property, LRBA arrangements, shares, managed funds and wrap accounts.
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- Strong experience preparing SMSF financial statements, investment reports, annual returns, minutes, pension documentation, TBARs, BAS and lump sum documentation.
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- Experience researching and resolving technical superannuation matters.
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- Previous experience reviewing the work of junior accountants and providing guidance where required.
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- Experience with Class Super is highly desirable, with exposure to MYOB AE, FYI Elite, Kofax and Microsoft Office advantageous.
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- SMSF Association Specialist Course/Training would be highly regarded.
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What's on Offer
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- Senior SMSF Role: Take ownership of a diverse portfolio of SMSF clients and manage work from start to finish.
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- Complex Technical Exposure: Gain exposure to a broad range of SMSF structures, including pensions, property, LRBAs, unit trusts, shares, managed funds and wrap accounts.
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- Career Development: Continue developing your technical SMSF expertise within an established accounting and advisory environment.
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- Autonomy & Ownership: Work with a high level of independence, taking responsibility for your jobs, deadlines and client outcomes.
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- Mentoring & Leadership: Delegate and review work completed by junior team members, providing guidance and helping develop the wider SMSF team.
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- Supportive Team Environment: Work closely with experienced Managers, Directors and accountants in a collaborative professional environment.
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- Geelong Location: Join a well-established firm based in Geelong, with the opportunity to build your career locally.
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Please Note
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Only candidates with full Australian working rights will be considered for this role.
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📌 Senior SMSF Accountant (Yea)
🏢 Charterhouse
📍 Yea