At a Glance
- Tasks: Manage SMSF compliance for diverse clients and complex investment structures.
- Company: Established professional services firm with a dynamic team.
- Benefits: Competitive salary, flexible work arrangements, and career development opportunities.
- Other info: Work with high-net-worth clients and gain exposure to various industries.
- Why this job: Join a growing firm and make an impact in the SMSF accounting space.
- Qualifications: Experience in SMSF accounting and strong communication skills required.
The predicted salary is between 67500 - 82500 $ per year.
The Opportunity
An established multidisciplinary professional services firm is seeking an SMSF Accountant to join its team.
This opportunity suits an Intermediate to Manager-level candidate with SMSF experience looking to manage a diverse portfolio of clients and complex investment structures.
You’ll work across a range of funds, providing end-to-end SMSF compliance services while liaising with clients and advisers to ensure deadlines are met.
Key Responsibilities
- Prepare BAS, financial statements and SMSF annual returns.
- Manage a portfolio of SMSF clients, including complex funds with significant asset values.
- Work across accumulation and pension-phase funds.
- Prepare accounts and compliance work for funds holding Australian and international shares, unlisted investments, commercial property and residential property.
- Liaise with clients and advisers to ensure timely completion of compliance obligations.
About You
- Previous experience in SMSF accounting and compliance.
- Experience using BGL360.
- Strong attention to detail and the ability to manage competing deadlines.
- Confident communication skills and the ability to build relationships with clients and advisers.
- Experience managing an SMSF portfolio, with exposure to complex funds depending on your level.
- About the Firm
This established professional services group has approximately 100 staff across Brisbane and the Sunshine Coast.
Its service offerings include SMSF accounting, tax and business services, private family office, bookkeeping, property management, CFO advisory, cybersecurity and enterprise solutions.
The firm works with high-net-worth individuals, SMEs and larger private businesses across various industries, offering exposure to a broad client base and specialist service lines.
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Remote SMSF Accountant in Melbourne employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
