Senior SMSF Accountant

Vor 4 Tagen

Wien, Wien, Österreich at Vollzeit

SMSF Australia is a niche SMSF practice with offices nationally. Our firm is built on the twin pillars of software automation and technical excellence. Our team includes accredited SMSF Accountants trained and accredited via the SMSF Association of Australia. The firm is dedicated to using the very best automated cloud technologies that allow us to keep costs down for our clients while offering unparalleled technical excellence regardless of the complexity of the fund.

We are passionate about the SMSF space having chosen to build a firm completely dedicated to this niche area that looks after over 1,000 funds a year. Our blend of legal and accounting talent allows us to handle complex matters for our clients such as contraventions, asset splits, ATO queries and advice on unique asset classes.

Who We Are

We are a small but fast-growing team of professionals with the majority based in Adelaide who love to have a bit of fun and pride ourselves on being a cut above the rest by providing amazing value to the Self Managed Super Fund sector. We are committed to building your technical, advisory, leadership and management skills, and balance work with wellbeing and social activities. We want you to enjoy what you do and the community of colleagues and clients you work with.

The Opportunity

We have seen fantastic growth over the past year and are looking for an experienced Senior SMSF Accountant who will act as a Reviewer, Mentor to Junior Staff but mainly a Client Contact to join our expanding team. This role will be a pathway to directorship for the right candidate which in turn can lead to profit share and ESOP participation.

The key responsibilities of the role include:

  • Liaising with new leads and existing SMSF Trustees and answering their questions in a timely manner via email and phone calls, expect to be on the phone for a material portion of your day If you don't enjoy chatting with new clients then this isn't the role for you.
  • Dealing with incoming leads and assisting with initial questions in a courteous and friendly manner.
  • Liaising with accounting firms who are white labelling their work via SMSF Australia.
  • Providing a final review (post SMSF Manager Review) of financials and tax returns for Self Managed Super Funds to ensure ongoing quality control and emailing to client.
  • Guide, mentor and train junior team members.
  • Work with the Practice Manager and Directors to ensure the firm meets its targets and clients are responded to promptly.
  • Ensure jobs are completed efficiently and effectively by meeting technical standards and deadlines.
  • Providing SMSF compliance advice and support to clients.
  • The role will be split roughly 25/75 between providing a final review of work (once it has gone through an initial management review) and liaising with clients.

To be successful in this role you will need to possess:

  • Excellent verbal and written communication skills.
  • Minimum of four years' experience in preparing and reviewing SMSF returns using the Class Super Platform.
  • Ability to regularly attend the Adelaide office noting this role is Hybrid so still be part Working from Home (as all our staff do) but still requires some days onsite to work in person with the team. It will be expected that it is nearly all working from the office for the first month or two as you learn about our values, processes and team.
  • Some experience with CloudOffis would be beneficial but not required as it is easy to learn.
  • Patience (with clients, staff and the world generally).
  • Attention to detail and being capable of setting priorities, managing multiple tasks and meeting deadlines.
  • A high level of initiative, self-motivation and ability to solve problems.
  • Friendliness and customer service skills will be needed above all else so that clients feel supported in this complicated space.

What we will offer you:

  • Competitive remuneration package commensurate with skills and experience.
  • A career pathway towards directorship with ESOP opportunities for the right candidate who can help us continue to build the practice.
  • Relaxed and friendly culture in a team which values work-life balance and family friendly practices.
  • The ability to work autonomously and as part of a team, with support and education opportunities.
  • The chance to further your career with a professional and dynamic firm that is in a high growth phase.
  • Working from home and hybrid arrangements are encouraged

No Recruitment Agencies please

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