SMSF Compliance Specialist

2 weeks ago

Perth, Western Australia beBeeSeniorAccountant Full time $80,000 - $120,000

As a Senior Accountant or SMSF Manager, you will play a vital role in helping clients achieve their financial goals.

This exciting opportunity is with a leading full-service accounting and advisory firm that has been serving Western Australia for over 25 years.

The firm delivers expert advice across various areas including accounting, taxation, business improvement, finance broking, insurance, estate planning, and more.

Built on a commitment to supporting clients throughout every stage of their financial journey, the firm provides integrated services and tailored financial plans that help clients set clear goals and achieve them with confidence.

The Role

We are looking for a driven professional to take ownership of managing and reviewing SMSFs alongside industry experts.

You will handle taxation and compliance for a diverse SMSF portfolio, delivering exceptional client care.

With hands-on coaching and a defined succession plan, strong team support, and plenty of opportunities to sharpen your technical skills, this role is designed to take your career to the next level.

Key Responsibilities:

  • Build and maintain strong relationships with SMSF clients, delivering services aligned with firm standards and values;
  • Communicate clearly and regularly with clients and internal teams;
  • Identify and advise on opportunities during client interactions;
  • Manage day-to-day client queries, ensuring timely and satisfactory responses;
  • Complete SMSF year-end compliance including financial statements and tax returns, ensuring accurate lodgments and regulatory deadlines are met;
  • Prepare workpapers and maintain thorough documentation;
  • Manage fund establishment and wind-up processes, liaising with auditors, actuaries, and third parties;
  • Collaborate closely with the SMSF Manager, business services, and Financial Planning teams to deliver integrated client solutions;
  • Assist in training and supporting junior team members;
  • Contribute to firm initiatives, process improvements, and performance reviews;
  • Stay updated on superannuation and tax law changes and ensure proficiency in key software (Class, tax preparation tools, etc.);
  • Identify and promote additional services beneficial to clients (e.g., financial planning, lending);
  • Take ownership of personal development through internal and external training;
  • Participate in firm events, marketing, and thought leadership activities;

What You Need to Succeed in This Role:

  • At least 5 years' experience in SMSF compliance in a public practice environment;
  • Excellent written and verbal communication skills with a growth mindset and willingness to learn;
  • Strong technical knowledge of SMSF compliance and superannuation law;
  • Ability to manage a client base independently;
  • Proficiency in Class and/or other SMSF software;
  • Willingness to mentor junior staff;
  • Demonstrated success in business development or cross-selling services;
  • Proven ability to contribute to team initiatives and firm-wide improvements;

What Is On Offer:

  • Competitive remuneration;
  • Perth CBD or Joondalup location – your choice;
  • A focus on continuous learning, improvement, and shared success;

Grow Your Career as a Senior Accountant or SMSF Manager.

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