Job Description
Elias Rosenberg is a well-established accounting practice based in Malvern East. Our 12-person team provides high-quality accounting, tax and advisory services to a diverse range of clients.
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We're looking for a Senior SMSF Accountant to take ownership of a portfolio of SMSF clients, managing the full year-end compliance process from start to finish, including client and auditor liaison.
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You'll work alongside another SMSF accountant, with each of you responsible for managing your own jobs from start to finish.
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Key responsibilities
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Manage a portfolio of SMSF clients and the full year-end compliance process, including reconciliations, investment reporting and member statements.
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Prepare SMSF financial statements and annual returns using BGL Simple Fund 360.
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Liaise with SMSF auditors and respond to audit queries.
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Identify and address technical issues relating to contributions, pension payments, in-house assets and related-party transactions, and communicate relevant compliance requirements to trustees.
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Deal directly with clients and their advisers.
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About you
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At least 5 years' SMSF accounting experience in public practice, with the ability to manage a portfolio independently from start to finish.
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Strong, hands-on experience with BGL Simple Fund 360.
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Solid working knowledge of the SIS Act, SMSF tax and pension rules.
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Confidence dealing directly with clients, trustees and advisers.
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The ability to explain technical issues clearly and in plain English.
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Robust attention to detail and excellent organisational skills.
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Software experience
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BGL Simple Fund 360 is essential.
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Strong Excel and Word skills are expected.
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Xero Practice Manager and FYI Docs are advantageous.
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What we offer
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Hybrid working, with up to 2 days working from home per week available after probation.
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Flexible start and finish times.
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No overtime culture – we value sustainable workloads and work-life balance.
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Real ownership of your SMSF client portfolio.
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Supportive and friendly team.
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Support for relevant CPD and professional development.
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📌 Senior Smsf Accountant (Melbourne)
🏢 Elias, Rosenberg
📍 Melbourne