An SMSF Accountant is responsible for all production accounting activities, including preparing, reviewing, and analyzing financial statements and taxation requirements, helping with the SMSF, and delivering associated quality, professional accounting outcomes.
DUTIES AND RESPONSIBILITIES
- Responsible for reviewing and preparation of annual Self-Managed Superannuation Fund Financial Statements, Tax Returns, and Audit Files
- Filing and organizing information, collating the final packs and final letters to the clients
- Preparing the audit file for the review
- Correspondence with the client, following up on outstanding information and liaising with and advising them on technical matters as they arise
- Helping with the SMSF audit
- Wide range of administration tasks such as liaising with the ATO
- Working with a small team of accountants, managing and organizing workflow
- Delivering operating efficiencies through accounting and business systems
- Responsible for preparing BAS, bookkeeping procedures
- Staying informed on industry developments and changes in regulations
- Other ad hoc tasks as required
QUALIFICATION
Education
- Bachelor’s degree in Accounting, Finance, or any relevant field
System and Application Knowledge
- A minimum of 3-4 years of experience in SMSF and Australian Accounting
- A minimum of 2 years of working experience using SuperMate, MS Office Suite, and other related business and accounting systems
- Successful applicants will be those who have the following skills or experience:
- Strong knowledge and experience in Australian superannuation tax legislation
- Strong attention to detail, time management, and accounting administration skills
- Strong verbal and written communication skills
- The ability to work independently
- Familiarity with office management procedures and accounting principles
- Excellent knowledge of MS Office Excel and Office management software
- Strong research, problem-solving, and interpersonal skills
