About The Role
We are seeking an experienced SMSF Accountant to join our team in Albury. This role is integral to the success of our Superannuation team, as you will be responsible for providing high-quality accounting and advisory services to our Self-Managed Super Fund (SMSF) clients.
What you'll be doing
Prepare and lodge annual SMSF financial statements and tax returns
Provide strategic advice to SMSF trustees on investment, estate planning and retirement planning matters
Assist with the establishment and wind-up of SMSFs
Liaise with auditors, financial planners and other professional advisors to ensure compliance with relevant legislation and regulations
Attend to client queries and provide excellent customer service
Stay up-to-date with changes in SMSF legislation and best practices
What we're looking for
CA or CPA qualification in Accounting or a related field
Minimum 3 years' experience in SMSF accounting and advisory services
Excellent technical knowledge of SMSF legislation, including the Superannuation Industry (Supervision) Act and the Income Tax Assessment Act
Strong communication and client relationship skills
Proficient in the use of SMSF administration software, such as BGL and other accounting tools
Proven ability to work independently and as part of a team
Commitment to ongoing professional development and staying up-to-date with industry changes