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SMSF Accountant

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Sydney, New South Wales, Australia beBeeSMSFAccountant Full time $100,000 - $140,000
Accounting Specialist - SMSF

We are seeking a highly skilled Accounting Specialist to lead our team of accountants and quality consultants. In this pivotal role, you will oversee all technical aspects of SMSF accounting, ensuring high-quality output and fostering a collaborative and high-performing team culture.

You will play a critical role in scaling our operations, optimising workflows, and enhancing the overall client experience. As the primary technical expert for the team, you will provide guidance, resolve complex queries, and ensure compliance with all relevant regulations.

  • 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 maximise 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.
Key Responsibilities: