SMSF Accountant

ABOUT THE CLIENT 

5 ELK is an Australian-based company that offers insurance and financial planning services. They pride themselves on creating a positive and supportive work environment for employees who provide exceptional customer service. 

HEADLINE 

Are you a detail-oriented individual with strong organisational skills and a passion for marketing and finance If you are, we would love to hear from you! Join us and connect and collaborate with the best minds, building a community of successful companies. 

What's in it for you 

• Be part of a collaborative and forward-thinking team.
• Personalized development program and regular performance reviews. 
• Being part of an international team of smart and passionate colleagues.

This is a full-time role, Monday to Friday, Dayshift. 

This is an office-based position in either Cebu City, Pampanga or Dumaguete. 

The expected start date is May 2024. 

ABOUT THE ROLE 

As an  SMSF ACCOUNTANT , your focus will be on clearing exception reports, so the funds remain up to date month to month and finalizing year-end accounts for the auditor. You will also be reconciling large volumes of transactions, preparing of financial statements and tax returns and accurate record-keeping, processing, and system management. 

RESPONSIBILITIES 

• Entering and allocating accounting transactions for self-managed super funds (SMSFs) in BGL 
• Undertaking bank and investment reconciliations all via BGL 
• Preparing financial statements and tax returns for SMSFs in BGL 
• Liaising with auditors and the ATO on any queries 
• Working on rollovers, contributions, pensions, and lump sums for funds 
• Managing depreciation of property assets under the SMSF accounts 
• Accurate record-keeping, processing and system management 

QUALIFICATIONS AND REQUIREMENTS 

• A bachelor's degree in accounting, finance or similar. 
• Previous experience of at least two (2) years in accounting 
• Experience in SMSF 
• Impeccable attention to detail, ensuring accuracy in financial transactions and reporting. 
• Strong organisational and administrative skills combined with innovative thinking and problem-solving abilities. 
• Excellent communication skills to build positive relationships with stakeholders. 
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) systems and databases. 
• Knowledge of BGL 360 is preferred but not essential 
• Demonstrated alignment with our company values of ambition, success, integrity, quality, and delivery. 
  

Our client, 5 ELK benefits:

• Fixed Dayshift Schedule and Weekends Off
• Australian Holidays off and get to enjoy Christmas and New Year
• Competitive Compensation Package
• HMO with 200k benefits, plus 1 dependent when you start
• Monthly Awards and other Incentives
• Company Events and Employee Wellness Programs
• Personalised learning and development program
• Coaching and mentoring by qualified and experienced professionals
• Modern fit-out and workstation
• We are an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, origin, or any of the characteristics protected by applicable law.