SMSF Financial Specialist

2 weeks ago


Brisbane, Queensland, Australia beBeeAccountancy Full time $80,000 - $105,000

Are you a detail-oriented accounting professional looking to expand your skillset in self-managed superannuation funds?

About the Role

We are seeking an experienced Accountant to provide expert financial services and support for SMSF clients.

Key Responsibilities:
  • Prepare accurate and timely financial statements, annual returns, and compliance documents
  • Support clients with SMSF transactions, ensuring all necessary information is compiled and up-to-date
  • Identify potential accounting and compliance issues, taking proactive steps to ensure legislative compliance
  • Monitor client interactions with the ATO, providing guidance and support as needed
  • Draft clear and concise correspondence with clients, keeping them informed throughout the process
Requirements
  • Postgraduate qualifications such as CA or CPA, with 1-2 years of relevant experience in SMSFs
  • Excellent relationship-building skills to collaborate effectively with clients and internal teams
  • Strong analytical and problem-solving skills, with attention to detail and a proactive work approach
  • Ability to manage competing priorities and client demands, working efficiently to meet deadlines
  • Strong teamwork skills and a willingness to develop both technical and soft skills
About the Opportunity

This role offers a unique opportunity to specialize in SMSFs, working closely with clients to provide tailored solutions and expert advice.



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