Our client is one of the largest and most established accounting and advisory firms in the Geelong region , with a strong reputation for providing high-quality tax, accounting and superannuation services to individuals and businesses.
The firm has a well-established SMSF client base and a dedicated team specialising in self-managed superannuation funds. They pride themselves on maintaining a collaborative team culture and supporting staff to grow their expertise and career within the firm.
Job Description
An opportunity has become available for an SMSF Senior / Supervisor to join the growing superannuation team. This role will involve managing SMSF compliance and supporting clients with superannuation matters while working closely with managers and partners.
Key responsibilities include:
- Preparing and reviewing SMSF financial statements and tax returns
- Managing a portfolio of SMSF clients
- Liaising with auditors and ensuring compliance with superannuation legislation
- Preparing member statements and pension documentation
- Assisting clients with superannuation queries and technical matters
- Supporting junior staff and reviewing work where required
Successful Applicant To be successful in this role, you will ideally have:
- 4+ years’ experience in SMSF accounting within public practice
- Strong understanding of SMSF compliance and superannuation legislation
- Experience using SMSF software such as BGL or similar platforms
- Bonus but not necessary: CA, CPA or SMSF Association qualification (or working toward completion)
- Strong communication skills and ability to manage client relationships
What’s on Offer
- Study leaves and financial support for CA or CPA
- In-house masterclasses to support your professional studies
- Salary packaging options
- Active social club with regular team events
- Employee Assistance Program (EAP)
- Health and Wellness Committee promoting wellbeing initiatives (including table tennis!)
- Supportive and collaborative team culture
- Strong mentoring and career development opportunities
- Flexible working environment supporting work-life balance
- Opportunity to be part of a firm actively involved in the Geelong community
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
