Job Description
Accountant – SMSF & Investments $90k–$130k n
Intralink Wealth Management – North Sydney NSW
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Move in-house from public practice – no timesheets, billable-hour targets or business development.
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We're looking for an experienced accountant with a strong SMSF background who wants to use that knowledge in a broader in‐house role.
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You'll still be working with SMSFs, tax and investment reporting, but without the usual practice pressures. The role also has a strong focus on systems, data and improving the way we do things internally.
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If you enjoy the technical side of accounting but are ready for something different from traditional practice life, this could be a good fit.
The role n
You'll join our internal operations and reporting team and take responsibility for the accuracy and delivery of tax and investment reporting provided to our clients and their external accountants.
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You'll work closely with our advisers, operations team, clients and external accounting firms, and you'll get exposure to a wide range of investment portfolios and structures.
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Your day-to-day work will include:
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Managing and reviewing annual investment tax reporting
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Reviewing investment and tax data for accuracy and completeness
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Working with external accountants to resolve reporting and tax queries
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Coordinating and reviewing investment documentation
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Applying your knowledge of SMSFs, trusts and companies when reviewing client structures
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Working with Class and other accounting and investment systems
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Investigating and resolving data or reporting discrepancies
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Improving our internal accounting, tax‐reporting and documentation processes
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Helping us make our systems, controls and reporting more efficient
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This isn't a role where you'll just be processing the same work year after year.
There's plenty of scope to improve processes, solve problems and have a real say in how things are done.
About you n
You'll ideally come from an SMSF or accounting practice background and have a solid understanding of SMSF accounting and taxation.
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We'd like to hear from you if you have:
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Experience preparing or reviewing SMSF financial statements and tax returns
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A good understanding of SMSFs, trusts and companies
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Experience using Class or BGL
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Valuable knowledge of investment income, distributions, capital gains and tax reporting
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Strong attention to detail and the ability to work through discrepancies
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Confidence dealing with accountants and internal stakeholders
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A CA or CPA qualification, or you're currently working towards one
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Experience in wealth management, investment administration or portfolio accounting would be practical, but it isn't essential.
Why join us? n
The main difference is that this is an in‐house role rather than a traditional accounting practice position.
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There are:
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No timesheets or billable‐hour targets
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No fee budgets or business development
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No rotating portfolio of accounting clients
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Plenty of exposure to SMSFs and investment portfolios
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Direct interaction with advisers, senior management and Partners
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A real opportunity to improve systems and reporting processes
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Scope to broaden the role as the business grows
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Intralink Wealth Management is a privately owned wealth management and financial planning firm with offices in Melbourne and Sydney and a team of around 30 people.
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If you're an SMSF accountant who enjoys the technical side of the work but is ready to move away from traditional practice life, we'd like to hear from you.
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Please note: some of the SEEK screening questions below relate to an earlier version of this advertisement and can be disregarded.
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