SMSF Quality

Stake is looking for an SMSF Quality & Assurance Specialist to join our Customer Success and Operations team here within a flexible hybrid working model We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we 750,000+ global customers and more than A$5 billion under administration. At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone. Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way. About this role The SMSF Quality & Assurance Specialist operates within the Stake Super team, driving the delivery of accurate and compliant Self-Managed Superannuation Fund (SMSF) accounts. This role is crucial for upholding professional standards, ensuring timely tax return lodgement, and maintaining overall business integrity. The Specialist is responsible for guaranteeing the quality and accuracy of all delivered SMSF accounts and associated documentation. Primary Responsibilities Quality Assurance & Review: Conduct comprehensive reviews of SMSF accounts, encompassing financial reports, tax returns, governing minutes, and audit correspondence. Framework Development: Develop, implement, and rigorously maintain the systematic framework and systems utilized for quality review and control. Process Improvement: Manage and analyze performance feedback to initiate improvements in work quality and optimize processes across the accounting team. Technical Advisory: Provide essential technical support and expertise to the internal accounting team. Compliance : Support the firm's obligations as a registered Tax Agent, ensuring all practices align with current regulatory requirements. Secondary Responsibilities Serve as a technical point of contact for complex technical queries originating from clients. Develop and conduct training sessions to enhance the technical proficiency and quality awareness of team members. Stay abreast of current legislative changes impacting the SMSF sector. A bit about you The successful candidate will demonstrate a strong work ethic and possess the following qualifications, experience, and competencies: Experience : A minimum of five (5) years of progressive experience in SMSF, specifically within a quality consulting capacity at a top or mid-tier professional services firm. Qualifications : Possesses or is actively working towards an CA/CPA SMSF Specialist designation / registered Tax Agent. Technical Mastery : Demonstrates advanced proficiency with Class Super and possesses strong technical expertise in Australian accounting principles, taxation, financial reporting, and an in-depth knowledge of the Superannuation Industry (Supervision) Act (SISA) and Regulations (SISR). Work Environment: Proven ability to thrive in a fast-paced environment, effectively managing competing priorities and strict deadlines while maintaining meticulous attention to detail. Communication: Exceptional written and verbal communication skills. Collaboration: Proven ability to collaborate effectively within a team-oriented environment while also operating independently with minimal supervision. At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter Benefits of working at Stake You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including: Career relevant development and training with professional development allowance Up to 16 weeks of paid parental leave Childcare allowance Sonder - healthcare, safety support and EAP for you and your immediate family Additional leave types (Swap days, Bear days, TOIL, Compassionate, Sorry Business) Performance bonus and talent referral bonus Employee Share Options scheme for senior leaders Stake product: SMSF 30% discount on yearly membership fee, $295 AUD annual trading credit and Stake Black account Recognition awards and team celebrations Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women. So what happens next? Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process. To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes. #J-18808-Ljbffr