SMSF Accountant
Ballarat
Our office in Ballarat is currently seeking an Accountant who can provide detailed existing knowledge and skills relating to Self-Managed Superannuation Funds (SMSF) for our SMSF team.
This accountant role would be an important part of our SMSF team day to day activities which would include such tasks as, accurately process and preparing financial statements, tax returns and other compliance matters.
To apply for this role, please send a covering letter and your resume to Suzanne Reus.
Responsibilities

The successful candidate will be responsible for and must be able to demonstrate expertise in:

• An understanding of the SMSF’s framework including up-to-date knowledge of Accounting standards applicable to Superannuation Funds.
• Reconcile investments and bank accounts in a timely manner;
• Prepare and review trial balances with supporting workpapers;
• Prepare financial statements, tax returns, calculating pension benefits, TBAR requirements and preparing activity statements plus all other compliance matters including relevant minutes in a timely manner;
• Use our latest edge technology to deliver rapid results
• Be proactive in understanding when to identify SMSF strategies including pensions, recontribution plans, minimising tax and maximising opportunities;

Required Skills

Preferred qualifications required to perform this role includes:

• Bachelor’s degree in Accounting or equivalent to relevant on-the-job experience;
• Experience knowledge of Class super software system (preferred, but not essential) or and other SMSF related software;
• 3-5 years experience in the Accounting/Financial Services industry
• Experience providing exceptional service to clients, or willingness and ability to do so.
• The aptitude to embrace and utilise new technologies and systems;
• The urgency to work to targets and deadlines; and
• The motivation to succeed and grow.

Benefits
Flexible work hours and workplace options can be negotiated however the role is expected to be mostly carried out on site and within standard office working hours.
Remuneration package to match individual experience and/or skill set, to be discussed during interview selection.

The successful candidate will be responsible for and must be able to demonstrate expertise in:

• An understanding of the SMSF’s framework including up-to-date knowledge of Accounting standards applicable to Superannuation Funds.
• Reconcile investments and bank accounts in a timely manner;
• Prepare and review trial balances with supporting workpapers;
• Prepare financial statements, tax returns, calculating pension benefits, TBAR requirements and preparing activity statements plus all other compliance matters including relevant minutes in a timely manner;
• Use our latest edge technology to deliver rapid results
• Be proactive in understanding when to identify SMSF strategies including pensions, recontribution plans, minimising tax and maximising opportunities

Preferred qualifications required to perform this role includes:

• Bachelor’s degree in Accounting or equivalent to relevant on-the-job experience;
• Experience knowledge of Class super software system (preferred, but not essential) or and other SMSF related software;
• 3-5 years experience in the Accounting/Financial Services industry
• Experience providing exceptional service to clients, or willingness and ability to do so.
• The aptitude to embrace and utilise new technologies and systems;
• The urgency to work to targets and deadlines; and
• The motivation to succeed and grow