$110k - $145k Package

CBD location - 2 days WFH and consideration for part-time hours if required

Growing CA firm with a supportive and relaxed management team

My client is a boutique CBD based firm, well on their way to becoming one the market leaders in the integrated financial planning, superannuation, and accounting space.

Their key service offerings include Accounting, Taxation, Superannuation, Advisory, Corporate secretarial and Lending and Insurance. Their portfolio includes private wealth clients, top executives and various small to medium enterprises.

Their current SMSF Manager is stepping back from their role, after over 8 years with the business. As a result, they are now seeking an experienced SMSF Accountant who can oversee a portfolio of 150 funds, which are currently managed on Class. The firms outsourced team look after the processing side so this position will be very much geared towards review, client relationship management, and working collaboratively with their financial planning team.

You will be part of a wider team of 15 with comprehensive support from the firms Directors, and Principals. The business has expanded significantly in the past 3 years and has a strong and continuing growth pipeline.

Some key benefits include: competitive salary, an employee benefits program targeting personal financial wellbeing, office food, drinks, and social activities, opportunities for short-term remote working in Aus. or abroad, study fee support for professional development (CA/CPA), monthly external tax training and periodic internal professional development days.

Key duties will include:

Reviewing work papers and financial statements for SMSF produced by outsourced accountants

Ensure SMSF's comply with regulations relating to investments, transactions, and loans.

Liaising with the internal financial planning team on SMSF issues and advice

Liaising with clients and further developing relationships

Prepare documents and reports for client meetings

Working with external auditors

Managing workflow and planning

The ideal candidate will possess:

A minimum of 3 years experience in SMSF accounting, with experience reviewing the work of juniors and/or offshore staff

A relevant tertiary level qualification (highly advantageous)

Familiarity with Class Super software

Excellent written and verbal communication skills and experience managing client relationships

Experience reviewing the work of junior and/or offshore staff

To apply for this role, please email your resume to [email protected] quoting reference AB15694, or for additional information phone Anita on (02) 8274 0215.