About the Role
This role involves leading SMSF accounting and tax compliance activities, ensuring accurate client reporting and adherence to regulatory standards within a dynamic finance organization.
Responsibilities
- Prepare and finalize financial statements for self-managed superannuation funds
- Ensure compliance with ATO reporting requirements and deadlines
- Review trust deeds and fund structures for regulatory alignment
- Manage client documentation and recordkeeping systems
- Coordinate with auditors and tax agents during external reviews
- Support the implementation of process improvements in accounting workflows
- Assist in the onboarding of new SMSF clients
- Maintain up-to-date knowledge of superannuation legislation
- Conduct fund audits and internal verification checks
- Provide technical guidance to junior team members
- Respond to client and advisor inquiries regarding fund performance
- Prepare tax returns and related schedules for funds
- Monitor changes in tax laws affecting fund operations
- Ensure data accuracy across accounting platforms
- Collaborate with technology teams on system enhancements
- Participate in quality assurance reviews of deliverables
- Track key performance metrics for accounting processes
- Escalate complex compliance issues to senior management
- Maintain confidentiality of client financial data
- Support year-end financial close activities
- Verify contributions and benefit payments for compliance
- Assist in preparing board minutes and governance records
- Work with cross-functional teams on client transitions
- Identify risks in fund operations and recommend actions
- Stay current with industry best practices in fund accounting
Compensation
Competitive salary with performance incentives
Work Arrangement
Hybrid
Team
Distributed team with local presence
Why Join Us
- Be part of a growing financial platform transforming retirement investing in Australia
- Work with modern tools and systems to streamline client services
- Opportunity to shape processes in a scaling organization
- Supportive environment that values continuous learning
- Collaborative culture focused on client outcomes
What We Value
- Accuracy and integrity in financial reporting
- Ownership of client deliverables and timelines
- Proactive identification of compliance risks
- Clear communication with internal and external stakeholders
- Commitment to professional development
Not available
