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 FocusAre 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 OpportunityThis 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 ResponsibilitiesManage an allocated portfolio of SMSF clientsAct as the primary contact for clients throughout the compliance processReview SMSF financial statements and annual tax returnsReview contributions,
pensions, member balances and investment transactionsCoordinate and manage work completed by offshore accounting resourcesLiaise with auditors and manage annual audit requirementsResolve technical and compliance-related queriesAssist with fund establishments, pension commencements and rolloversEnsure all statutory and internal deadlines are achievedMaintain solid workflow management and file quality standardsAbout YouExperience within an Australian Public Practice accounting firmStrong SMSF accounting and compliance knowledgeExperience reviewing SMSF accounts and tax returnsConfidence communicating directly with clientsHighly organised with strong workflow management skillsAbility to manage multiple funds and competing deadlinesComfortable taking ownership of jobs from commencement through to completionHighly Regarded3+ years SMSF accounting experienceCA or CPA qualified or studyingClass Super experienceExperience liaising with SMSF auditorsExposure to complex SMSF matters including pensions, property and contribution strategiesWhat's On OfferDirect Partner mentoringHigh net worth SMSF client baseStrong technical development opportunitiesMonthly training and ongoing supportGenuine ownership of your client portfolioQuality over quantity approachCollaborative and supportive team cultureBonus opportunities and career progressionIf 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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