SMSF Accountant

Overview of the Role 

The role of an SMSF Accountant is to work with the SMSF team in an accounting practice to support core administration and back-office tasks, in accordance with client preferences and licensee policies and guidelines. 

Main duties include: 

• CLASS update management for unlisted investments
• Managing transaction processing in Class Software  
• Assist the Associates in SMSF or Trust Establishment paperwork
• Collect and manage all FY statements Prepare draft financials and tax returns in Class software  
• Provide regular communication to clients on work in progress and expected turnaround time for documentation. 
• Ensure the client’s Business Process Meeting Checklist (manual) is current and up to date 

• Graduate of BS Accountancy, Management Accounting, Accounting Technology or any related courses   

• With at least 2 years working in SMSF Admin/accounting space  

• Ability to competently use a full range of Accounting Software products including: 

• SMSF experience using Class Super 
• Xero

• The ability to communicate (written and verbal) with clients in a clear, concise and effective manner 

• Able to work under pressure and meet timelines. 

• Motivation to complete tasks to the highest standard within required deadlines 

• 500K per incident HMO coverage + Dependents 
• Dental & Optical benefits  
• 2-week paid Christmas vacation 
• 25K Educational Assistance  
• Interest-free company loans 
• Career Development Programs 
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM