Job Description
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Are you an experienced SMSF professional looking to move beyond pure fund preparation and data processing?
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Our client is a highly regarded boutique accounting and advisory firm seeking an SMSF Accountant to join their growing team. This prospect 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 n
Are you an experienced SMSF professional looking to move beyond pure fund preparation and data processing?
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Our client is a highly regarded boutique accounting and advisory firm seeking an SMSF Accountant to join their growing team. This chance 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 n
This is not a traditional SMSF processing role.
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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.
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The successful candidate will work closely with a Partner and become a trusted advisor to a sophisticated client base.
Key Responsibilities n
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Manage an allocated portfolio of SMSF clients
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Act as the primary contact for clients throughout the compliance process
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Review SMSF financial statements and annual tax returns
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Review contributions, pensions, member balances and investment transactions
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Coordinate and manage work completed by offshore accounting resources
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Liaise with auditors and manage annual audit requirements
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Resolve technical and compliance-related queries
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Assist with fund establishments, pension commencements and rollovers
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Ensure all statutory and internal deadlines are achieved
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Maintain strong workflow management and file quality standards
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About You n
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Experience within an Australian Public Practice accounting firm
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Strong SMSF accounting and compliance knowledge
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Experience reviewing SMSF accounts and tax returns
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Confidence communicating directly with clients
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Highly organised with strong workflow management skills
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Ability to manage multiple funds and competing deadlines
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Comfortable taking ownership of jobs from commencement through to completion
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Highly Regarded n
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3+ years SMSF accounting experience
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CA or CPA qualified or studying
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Class Super experience
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Experience liaising with SMSF auditors
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Exposure to complex SMSF matters including pensions, property and contribution strategies
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What's On Offer n
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Direct Partner mentoring
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High net worth SMSF client base
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Strong technical development opportunities
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Monthly training and ongoing support
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Genuine ownership of your client portfolio
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Quality over quantity approach
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Collaborative and supportive team culture
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Bonus opportunities and career progression
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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