Are you an experienced SMSF professional looking to move beyond pure fund preparation and data processing?
Our client is a highly regarded boutique accounting and advisory firm seeking an SMSF Accountant to join their growing team. This opportunity offers direct Partner exposure, ownership of a portfolio of SMSF clients and the chance to focus on higher value work including client management, technical review and compliance oversight.
Client Management & Review Focus
Are you an experienced SMSF professional looking to move beyond pure fund preparation and data processing?
Our client is a highly regarded boutique accounting and advisory firm seeking an SMSF Accountant to join their growing team. This opportunity offers direct Partner exposure, ownership of a portfolio of SMSF clients and the chance to focus on higher value work including client management, technical review and compliance oversight.
The Opportunity
This is not a traditional SMSF processing role.
You'll be responsible for managing your own SMSF portfolio while overseeing work completed by a dedicated outsourced accounting team. Your focus will be on reviewing completed work, managing client relationships, resolving technical issues and ensuring all compliance obligations are met.
The successful candidate will work closely with a Partner and become a trusted advisor to a sophisticated client base.
Key Responsibilities
Manage an allocated portfolio of SMSF clients
Act as the primary contact for clients throughout the compliance process
Review SMSF financial statements and annual tax returns
Review contributions, pensions,



member balances and investment transactions
Coordinate and manage work completed by offshore accounting resources
Liaise with auditors and manage annual audit requirements
Resolve technical and compliance-related queries
Assist with fund establishments, pension commencements and rollovers
Ensure all statutory and internal deadlines are achieved
Maintain strong workflow management and file quality standards
About You
Experience within an Australian Public Practice accounting firm
Robust SMSF accounting and compliance knowledge
Experience reviewing SMSF accounts and tax returns
Confidence communicating directly with clients
Highly organised with strong workflow management skills
Ability to manage multiple funds and competing deadlines
Comfortable taking ownership of jobs from commencement through to completion
Highly Regarded
3+ years SMSF accounting experience
CA or CPA qualified or studying
Class Super experience
Experience liaising with SMSF auditors
Exposure to complex SMSF matters including pensions, property and contribution strategies
What's On Offer
Direct Partner mentoring
High net worth SMSF client base
Strong technical development opportunities
Monthly training and ongoing support
Genuine ownership of your client portfolio
Quality over quantity approach
Collaborative and supportive team culture
Bonus opportunities and career progression
If you're looking for a role where you can take ownership, develop technically and build meaningful client relationships, we'd love to hear from you.
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📌 Smsf Accountant (Melbourne)
🏢 People2People
📍 Melbourne