SMSF Accounting Manager

Stake is looking for an SMSF Accounting Manager to join our Customer Success and Operations team here within a flexible hybrid working model

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we have 700,000+ customers and more than A$5 billion under administration.

At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone.

Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way.

About this role

We're looking for a SMSF Accounting Manager to lead our growing team of accountants and quality consultants across Australia and India. In this pivotal role, you'll be responsible for overseeing all technical aspects of SMSF accounting, ensuring high-quality output, and fostering a collaborative and high-performing team culture. You'll play a critical role in scaling our operations, optimising workflows, and enhancing the overall client experience.

Our Operations team at Stake spans Cash Operations, Trading Operations, KYC/AML and Stake Super across Australia, India and Brazil and you will be a key member of one of our main operations’ pillars. Stake is going through an exciting growth phase and this role will be instrumental in how we continue to uplift and refine our processes. Further responsibilities include:

- Lead all SMSF technical matters: Serve as the primary technical expert for the team, providing guidance, resolving complex queries, and ensuring compliance with all relevant regulations.
- Oversee end-of-financial-year (EOFY) processes: Plan, design, and maintain EOFY accounting packages and processes, coordinating effectively with auditors and internal teams to meet deadlines.
- Drive audit efficiency: Establish and continuously improve audit workflows to maximize efficiency and accuracy.
- Ensure quality and compliance: Set up and manage a robust quality assurance framework to ensure all funds are reviewed thoroughly and meet internal and external standards.
- Manage ATO interactions: Handle ATO tax, GST, PAYG Withholding, and TBAR lodgements, deferral applications, phone calls, and detail updates.
- Oversee complex fund matters: Manage the processing and wrap-up of complex funds, including rollovers, wind-ups, and urgent cases.
- Optimise workflows: Continuously review and adjust priorities based on due dates, ensuring timely completion of all tasks.
- Support cross-functional teams: Collaborate with operations and customer success teams on a daily basis, and contribute to various cross-team functions including data feed testing, onboarding reviews, and product feedback.
- Leverage technology: Utilise and provide training on platforms like NowInfinity (pension, deed of retirement & appointment) and Class Super (process training, data feed management).
- Drive automation: Partner with the product team to identify and implement automation opportunities that increase team efficiency.
- Lead and mentor a high-performing team: Provide strong leadership to both our Australian and Indian accounting and quality teams, fostering a culture of excellence, collaboration, and continuous improvement.

A bit about you

- Proven experience as an SMSF Accountant, with significant experience in a leadership or managerial role.
- Registered Tax Agent or willing to become registered with our support
- Deep technical expertise in Australian SMSF regulations, accounting standards, and ATO requirements.
- Demonstrated ability to lead, mentor, and develop diverse teams across multiple locations.
- Strong understanding of EOFY processes, audit workflows, and quality assurance principles.
- Experience with SMSF accounting software (e.g., Class Super)
- Excellent communication skills, with the ability to articulate complex technical information clearly and concisely.
- A proactive and problem-solving mindset, with a strong focus on efficiency and continuous improvement.
- Ability to manage multiple priorities in a fast-paced environment.

At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter

Benefits of working at Stake

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website , including:

- Professional development allowance
- Up to 16 weeks of paid parental leave
- Childcare allowance
- Extra paid leave during tough times
- Discretionary performance bonus and talent referral bonus
- Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.

So what happens next?

Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re a 2024 Circle Back Initiative Employer –which means we’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

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