
Senior SMSF Accountant
4 days ago
Job Overview
· Provide ongoing, quarterly and end of year fund accounting for assigned clients and funds.
· Liaise with other fund accountants in the Camberwell office and assist the Administration Manager with assigned tasks as delegated.
· Maintain direct liaison with key client contacts to ensure timely and efficient delivery of administration services
Responsibilities and Duties
Accountabilities:
· Maintain ongoing updating and maintenance of fund records including taxation returns and compliance requirements
· Complete the annual accounts for all allocated funds including full signature packs, resolutions and minutes as required.
· Provide direct interface with clients to handle queries and liaise with key appointed client contacts to maintain an ongoing relationship.
· Provide guidance and direction to fund accounting staff as required in Camberwell involving adherence to fund completion timetable, utilisation rate of staff and assignment of work.
· Reporting directly to the Administration Leadership Group, Victoria, provide weekly management reports as required using the report templates within the TAS portals.
· Report weekly to the Administration Leadership Group of Triple A Super in Melbourne in respect to fund completion, work in progress and other key administration metric
Job Type: Full-time
Pay: $90,000.00 – $110,000.00 per year
Benefits:
- Extended annual leave
- Professional development assistance
- Work from home
Ability to commute/relocate:
- Hawthorn East VIC 3123: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor Degree (Preferred)
Experience:
- SMSF Administration: 2 years (Required)
Work Authorisation:
- Australia (Required)
Work Location: Hybrid remote in Hawthorn East VIC 3123
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