Job Description

Overview

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Our client is a respected boutique accounting firm located in Melbourne's inner east. The practice services a select portfolio of high-net-worth individuals, professionals, and private investors, offering expertise across SMSF, tax compliance, and business advisory. The team is team-oriented, client-focused, and committed to professional excellence.

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The Opportunity

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An exciting opportunity exists for a Senior SMSF Accountant to take on a key role within the firm. With approximately 200 high-quality SMSFs under management, the firm is seeking a capable professional who can deliver technical compliance while also enjoy the opportunity to delve into business advisory/ services engagements (i.e. non-SMSF).

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The successful candidate will be trained for team supervision responsibilities, with a clear development pathway and mentorship from experienced leaders. You will also work alongside an established offshore team to ensure efficiency in compliance delivery.

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Key Responsibilities

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- Manage end-to-end SMSF compliance, including financials, tax returns, and audit prep
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- Work directly with HNWI clients and their advisors to deliver tailored solutions
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- Contribute to the firm's business advisory projects (this is a core part of the role)
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- Review work completed by junior and offshore team members, providing feedback and support
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- Stay abreast of industry developments, ensuring best practice standards are upheld




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- Assist in managing workflows and supporting the broader SMSF team's operational needs
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About You

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- 4-5+ years' experience in SMSF accounting within a public practice setting
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- CA/CPA qualified or close to completion
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- Proven experience managing a portfolio of SMSFs
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- Strong interest in business advisory work
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- Professional and articulate communicator, comfortable dealing with high-calibre clients
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- Eager to step into a leadership role and help mentor junior team members
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What's On Offer

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- Structured career development into a Supervisor position
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- Involvement in both compliance and advisory - a broad, rewarding scope of work
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- Flexible hybrid working model
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- Exposure to a premium client base of HNWIs and professionals
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- Supportive leadership, collaborative team culture, and strong staff retention
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- Modern systems and streamlined workflows, including offshore team support
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Click on the 'APPLY' button or contact Jill Yeoh on (phone hidden)/ [email protected]

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We are committed to providing a supportive culture and positively contributing to creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disabilities, neurodiverse individuals, and Indigenous Australians to apply.

📌 Senior SMSF Accountant (Victoria)
🏢 Profusion
📍 Victoria