Job Description
SMSF Specialist– Australian Firm
About the Company
SFG Tax Accountants is a rapidly growing Australian accounting practice providing professional taxation, accounting, and business advisory services. We are seeking a motivated and detail-oriented Client Service Coordinator to join our dynamic team.
This is an excellent opportunity to work with international clients, develop your professional skills, and be part of a collaborative team located across Australia, Sri Lanka, the Philippines, and China.
About the Role
We are seeking an experienced and detail-oriented SMSF Specialist to join our growing team. The successful candidate will be responsible for managing a portfolio of Self-Managed Superannuation Funds (SMSFs), ensuring compliance with legislative requirements and delivering high-quality service to clients.
Key Responsibilities
- Prepare SMSF financial statements and annual accounts.
- Prepare SMSF annual returns and supporting workpapers.
- Process and reconcile fund transactions, including contributions, pensions, rollovers, investments, and benefit payments.
- Ensure compliance with SIS legislation, ATO requirements, and other regulatory obligations.
- Liaise with trustees, auditors, financial advisers, and accountants regarding fund matters.
- Prepare pension documentation and member reports.
- Monitor compliance issues and identify potential breaches.
- Assist with SMSF establishment, restructuring, and wind-up processes.
- Maintain accurate client records and documentation.
- Stay informed of changes in superannuation legislation and industry developments.
Skills and Experience
- Previous experience in SMSF accounting and administration.
- Strong knowledge of SMSF compliance and superannuation legislation.
- Experience with SMSF software such as Class Super, BGL Simple Fund 360, or similar platforms.
- Sound understanding of Australian taxation and accounting principles.
- Excellent attention to detail and problem-solving skills.
- Strong communication and client relationship management abilities.
- Ability to manage multiple tasks and meet deadlines.
Qualifications
- Degree or Diploma in Accounting, Finance, or a related field.
- CPA, CA, IPA qualification or progress towards professional accreditation is desirable.
- Previous experience in a public practice accounting firm is preferred.
What We Offer
- Competitive salary package.
- Ongoing professional development and training.
- Supportive and collaborative team environment.
- Career progression opportunities.
- Flexible working arrangements (where applicable).
How to Apply
Please email your Resume/CV to:
career@sunnysidefinancialgroup.com
We look forward to hearing from you!