SMSF Accountant - Permanent Role

About the role

A growing financial services business with a strong presence in the Australian wealth management and accounting sector is adding an SMSF Accountant to its Melbourne team. You will work as part of an experienced, high-performing SMSF team, managing a portfolio of self-managed superannuation funds and ensuring accurate financial statements, tax returns and compliance. The role is permanent, and the business is especially interested in candidates available to start soon.

Key responsibilities

• Manage a portfolio of SMSFs and provide ongoing administration support to clients.
• Prepare high-quality financial statements and ensure funds are finalised and ready for audit.
• Process SMSF transactions, including investment purchases and disposals, contributions, pension payments and income distributions.
• Complete bank and investment reconciliations, review tax statements and ensure supporting documentation is in place.
• Prepare and lodge SMSF tax returns, IAS and BAS where required.
• Manage compliance requirements, identify potential issues and communicate them to relevant parties.
• Liaise with external auditors to complete fund audits on time and communicate with the ATO, including through the tax agent portal.
• Obtain actuarial certificates and manage outstanding information needed to finalise accounts.
• Respond to client queries within agreed timeframes and contribute to workflow improvements and the efficient use of accounting, CRM and document management systems.

Required profile

• Approximately 2 years' experience in SMSF accounting or administration.
• Demonstrated ability to prepare SMSF financial statements and manage related tax and compliance requirements.
• Sound understanding of SMSF transactions, including contributions, pensions, investments and member balances.
• Ability to manage a high-volume workflow accurately and meet deadlines.
• Strong communication skills and confidence handling client and stakeholder queries.
• Proactive, flexible and collaborative approach to working in a close-knit team.

Required skills

• Practical experience using Class Super.
• SMSF accounting and administration.

Applicants apply through the recruiter with an up-to-date CV in Microsoft Word format (.doc or .docx).