SMSF Senior Accountant

Job Description

Title: SMSF Senior Accountant

Company Name: The Andersen Partnership

Vacancy: 1

Job Location: Melbourne, Bayside & South Eastern Suburbs

Employment Status: Full Time

SMSF Senior Accountant
The Firm
A supportive and energetic accounting firm based in the South Eastern suburbs are on the lookout for an SMSF Specialist! This growing firm are looking for someone experienced in SMSF to come in and hit the ground running. Working in a close knit team, this firm provide a fantastic work environment and are focused on a work-life balance, ensuring their clients needs are met whilst you enjoy your role.

About the Role 

Reporting to a Manager & working closely with the firms Financial Planning division, you'd have access to clients & this role will act as an integral member of the businesses. Responsibilities will include:
  • Preparation of accounts, financial statements, BAS & annual GST returns and income tax returns for SMSFs
  • Extensive experience with a range of technical and up to date SMSF issues including pensions, transfer balance caps, TBAR reporting, CGT relief, LRBA and transfer balance caps
  • Management and ownership of relationships with clients and other stakeholders of our SMSF client base
  • Participating in internal and external training programmes
  • Liaising with software providers regarding migration, bank feeds and additional roll out procedures as and where required
  • Liaising with the ATO and other Government bodies regarding client matters
  • Pensions and Retirement Administration for SMSF clients
  • Identify, research and resolve issues associated with client work
Note: For the right person, there would be opportunity to work across Business Services too. This experience would be highly advantageous.

About You
  • At least 4 years experience in SMSF
  • Commenced or completed CA/CPA studies
  • Experience using Class Super preferred, BGL 360 also suitable
  • A proactive attitude and willingness to learn
  • Track record of success dealing with compliance and tax issues related to SMSFs
  • Personality and technical knowledge are key - must fit in with the firms close-knit culture
  • Excellent communication skills - this role will be client facing so this is very important
  • Be confident, positive & enthusiastic
  • Business Services exposure highly favourable
Benefits
  • Study support through CA/ CPA
  • Direct contact and support from Partners, with on the job mentoring & feedback
  • Interesting and complex clients that you will work directly with
  • Monthly team lunches and celebrations for EOFY, Xmas & birthdays
  • Monthly training, in house and externally as well as regular opportunity to attend seminars
  • Great base remuneration and increases based on performance
  • Flexible working options including work from home
  • Open, friendly, collaborative team and supportive culture
The Successful Candidate
If this opportunity sounds of interest please apply directly. If this job isn't quite right but you are looking for a new position in Business Services or SMSF, please email Matt Hodgson - [email protected]
The Andersen Partnership

www.andersenpartnership.com

AUCKLAND | BRISBANE | CHRISTCHURCH | MELBOURNE | PERTH | SYDNEY
Please see website for specific location details
The Firm
A supportive and energetic accounting firm based in the South Eastern suburbs are on the lookout for an SMSF Specialist! This growing firm are looking for someone experienced in SMSF to come in and hit the ground running. Working in a close knit team, this firm provide a fantastic work environment and are focused on a work-life balance, ensuring their clients needs are met whilst you enjoy your role.

About the Role 

Reporting to a Manager & working closely with the firms Financial Planning division, you'd have access to clients & this role will act as an integral member of the businesses. Responsibilities will include:
  • Preparation of accounts, financial statements, BAS & annual GST returns and income tax returns for SMSFs
  • Extensive experience with a range of technical and up to date SMSF issues including pensions, transfer balance caps, TBAR reporting, CGT relief, LRBA and transfer balance caps
  • Management and ownership of relationships with clients and other stakeholders of our SMSF client base
  • Participating in internal and external training programmes
  • Liaising with software providers regarding migration, bank feeds and additional roll out procedures as and where required
  • Liaising with the ATO and other Government bodies regarding client matters
  • Pensions and Retirement Administration for SMSF clients
  • Identify, research and resolve issues associated with client work
Note: For the right person, there would be opportunity to work across Business Services too. This experience would be highly advantageous.

About You
  • At least 4 years experience in SMSF
  • Commenced or completed CA/CPA studies
  • Experience using Class Super preferred, BGL 360 also suitable
  • A proactive attitude and willingness to learn
  • Track record of success dealing with compliance and tax issues related to SMSFs
  • Personality and technical knowledge are key - must fit in with the firms close-knit culture
  • Excellent communication skills - this role will be client facing so this is very important
  • Be confident, positive & enthusiastic
  • Business Services exposure highly favourable
Benefits
  • Study support through CA/ CPA
  • Direct contact and support from Partners, with on the job mentoring & feedback
  • Interesting and complex clients that you will work directly with
  • Monthly team lunches and celebrations for EOFY, Xmas & birthdays
  • Monthly training, in house and externally as well as regular opportunity to attend seminars
  • Great base remuneration and increases based on performance
  • Flexible working options including work from home
  • Open, friendly, collaborative team and supportive culture
The Successful Candidate
If this opportunity sounds of interest please apply directly. If this job isn't quite right but you are looking for a new position in Business Services or SMSF, please email Matt Hodgson - [email protected]

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