Smsf Manager

5 months ago

Sydney, Australia u&u Recruitment Partners Full time

The Role & Client

Are you proficient in Australian SMSF tax regulations and eager to lead a dynamic team? u&u Recruitment Partners are exclusively supporting a fast-growing boutique accounting firm are looking to hire an experience SMSF Manager with exceptional communication skills.

As a key player in the team, you'll oversee the preparation of SMSF annual reports and tax returns, ensuring accuracy and compliance with Australian tax laws.

**Key responsibilities include**:
Direct contact with a portfolio of established client, gathering necessary information to compile SMSF annual reports and tax returns;
Organise and manage documents using our document management system (Google Drive);
Generate tasks in the firm's workflow management system (Xero Practice Manager);
Utilise BGL for all SMSF report and tax return preparations;
Supervise and mentor a team of junior PHP staff, providing guidance on tax treatments and BGL processes;
Review drafted returns completed by junior staff, ensuring accuracy and completeness;
Coordinate with Auditors to facilitate a seamless process for each client;
Issue invoices and e-sign documents for client authorisation; and

Drive career progression by managing and training a growing team of junior staff.

Skills & Experience

Fluent spoken and written English;
In-depth knowledge and experience in Australian SMSF tax regulations;
Proficiency in BGL 360;
Experience in reviewing others' work and providing feedback;
Familiarity with Auditors' procedures; and

An understanding of cryptocurrency would be beneficial, as well as experience with cryptocurrency tax software such as Koinly or CryptoTax Calculator.

**What's on offer**:
Highly competitive package;
Standard work hours from 08:30 to 17:00;
3 days per week working from home; and

How to Apply

Please submit your resume in Word format only.

  • SMSF Accountant

    4 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    At Charterhouse, we are seeking an experienced SMSF Accountant to join our dynamic team. As a key member of our SMSF department, you will be responsible for reviewing tax returns and financial statements for Self-Managed Super Funds prepared by outsourced accountants.The ideal candidate will have strong communication skills and be able to liaise with...

  • SMSF Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    **Job Overview**Charterhouse, a leading firm in the industry, seeks an experienced SMSF Specialist to join their team.As an SMSF Specialist, you will play a crucial role in reviewing tax returns and financial statements for SMSFs prepared by outsourced accountants, liaising with advisers across the business on SMSF-related issues and advice, and working...

  • SMSF Accountant Manager

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    About the OpportunityWe are seeking a highly skilled SMSF Accountant to join our dynamic team. With a strong focus on growth and development, this role offers a unique opportunity to work with a leading firm in the industry.The successful candidate will have experience in reviewing tax returns and financial statements, liaising with advisers, and working...

  • Senior SMSF Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Role Overview:This is a dynamic opportunity for an SMSF Specialist to join our team at Charterhouse. As a senior member of our SMSF team, you will be responsible for reviewing tax returns and financial statements for SMSF, liaising with advisers, working directly with clients on SMSF advice and solutions, and collaborating with external auditors.Key...

  • Experienced SMSF Administrator

    3 weeks ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    Job SummaryA well-established and highly respected CA firm is seeking a skilled SMSF Senior/Supervisor to join their progressive and forward-thinking team.The ideal candidate will possess a strong background in SMSF preparation, administration, and compliance, as well as excellent leadership and communication skills.Prepare and administer all SMSF's,...

  • SMSF Accountant/ Senior/ Assistant Manager

    4 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    About the RoleWe are seeking an experienced SMSF Accountant to join our team at Charterhouse. As a senior member of our SMSF team, you will be responsible for delivering high-quality SMSF services to our clients.Key Responsibilities:Review and prepare SMSF tax returns and financial statements.Liaise with external advisers to provide SMSF-related advice and...

  • SMSF Accountant/ Senior/ Assistant Manager

    4 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    About the RoleWe are seeking an experienced SMSF Accountant to join our team at Charterhouse. As an SMSF Accountant, you will be responsible for reviewing tax returns and financial statements for SMSFs prepared by outsourced accountants, liaising with advisers across the business on SMSF-related issues and advice, and working directly with clients on SMSF...

  • SMSF Accounting Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Freedom Property Investors Full time

    About Us:Freedom Property Investors is a Sydney-based accounting firm specializing in Self-Managed Superannuation Funds (SMSFs). Our mission is to empower individuals to achieve financial freedom through property investment by providing tailored SMSF solutions.Job Summary:We are seeking an experienced Senior SMSF Accountant to join our team. The successful...

  • Senior SMSF Professional

    4 weeks ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    About the RoleWe are seeking a highly skilled Senior SMSF Professional to join our progressive and forward-thinking firm.As a Senior SMSF Professional, you will be responsible for:Preparation and administration of all SMSFs, including financial statements, annual returns, and BAS.Ensuring compliance with regulatory requirements.Identifying and providing...

  • SMSF Senior Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    About Lawson ElliottLawson Elliott is a well-established and highly respected CA firm that continues to grow and thrive.Role OverviewWe are seeking an experienced SMSF Senior/Supervisor to join our progressive and forward-thinking firm. As a key member of our team, you will play a crucial role in ensuring the smooth preparation and administration of all...

  • Senior SMSF Professional

    2 weeks ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    Overview:Lawson Elliott is a well-established and highly respected CA firm that continues to grow. We are seeking a skilled Senior SMSF Professional to join our progressive and forward-thinking team.Compensation Package:The successful candidate can expect a competitive salary of $120,000 - $140,000 per annum, including study support and ongoing fees.Job...

  • Charterhouse SMSF Professional

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Company OverviewCharterhouse is a well-established firm renowned for its inclusive, interactive, and flexible working culture. With 11 Directors and over 90 staff members, the company provides a strong social & collaborative environment with regular outings, team drinks, baking competitions, lunches, and team-building activities.The firm offers flexible...

  • SMSF Accountant Position

    4 weeks ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    Work with a Growing SMSF TeamLawson Elliott is a business that prides itself on staff development, training, and support. We are seeking a skilled SMSF Accountant to join our team in Sydney CBD.About the RolePackage: 90k - 110kFlexible and social work environmentThis role is ideal for someone looking for a challenging step-up opportunity with career...

  • SMSF Accountant/ Senior/ Assistant Manager

    4 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    [Job DetailsA career opportunity has arisen for an SMSF Accountant to join Charterhouse's dynamic team. As a key member of the SMSF team, you will be responsible for reviewing tax returns and financial statements, liaising with advisers, and collaborating with external auditors.About the RoleReview tax returns and financial statements for SMSF prepared...

  • SMSF Accountant/Senior/Assistant Manager

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Key Responsibilities:Review and validate tax returns and financial statements for SMSFs prepared by outsourced accountants.Liaise with financial planners and advisers across the business on SMSF-related issues and advice.Work directly with clients on SMSF advice and solutions, ensuring their financial goals are met.Collaborate with external auditors to...

  • SMSF Accountant/ Senior/ Assistant Manager

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    About Charterhouse:Charterhouse is a prominent Australian accounting firm with a strong presence in Sydney. Our firm values quality work, flexibility, and the long-term career development of our team. We offer a dynamic, growth-oriented environment with clear opportunities for progression.Firm Strengths:We have 11 Directors and a team of 90 staff, ensuring a...

  • Senior SMSF Professional

    2 days ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    About Our Firm:Lawson Elliott is a respected and established CA firm committed to delivering exceptional services in the field of Superannuation and Self-Managed Funds (SMSFs).We are seeking an experienced Senior SMSF Professional to join our progressive and forward-thinking team.The Role:We offer a comprehensive package, including a competitive salary range...

  • Senior SMSF Professional Opportunity

    1 week ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    We are seeking a Senior SMSF Professional to join our progressive and forward-thinking firm in Sydney CBD.The successful candidate will have 5+ years of local experience in SMSF, be CA or CPA qualified, or studying, and possess excellent knowledge of SMSF software.Job DescriptionPreparation and administration of all SMSFs including financial statements,...

  • Smsf Self-managed Super Fund Supervisor

    5 months ago

    Sydney, Australia Career Development & Management Guru Full time

    **SMSF Self-Managed Super Fund Supervisor / Senior Accountant ** **(JOB ID - 243)** - Gold Coast, Queensland - Not all accounting firms are the same - Boutique Firm - Awesome Culture - Hybrid Role - $100 - $140K neg Our client is a well-established award-winning accounting firm with a fun and quirky culture. They are based on the Gold Coast in an easily...

  • SMSF Leadership Opportunity in Sydney CBD

    7 days ago

    Sydney, New South Wales, Australia Lawson Elliott Full time

    We are seeking a seasoned SMSF Senior/Supervisor to join our dynamic team at Lawson Elliott.About the RoleThis exciting opportunity involves leading the preparation and administration of SMSFs, ensuring compliance with regulatory requirements, and providing expert advice to enhance fund performance.The ideal candidate will have 5+ years of local experience...