Job Description

Accountant – SMSF & Investments $90k–$130k

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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.

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The role

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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.

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About you

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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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- Good knowledge of investment income, distributions, capital gains and tax reporting
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- Robust 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 useful, but it isn't essential.

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Why join us?

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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.

📌 Accountant - SMSF & Investments $90k-$130k (New South Wales)
🏢 Intralink Wealth Management Pty
📍 New South Wales