SMSF Specialist

3 days ago

Sydney, New South Wales, Australia Prosperity Advisers Group Full time $120,000 - $180,000 per year

About Prosperity

Prosperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent culture, competitive salary packages & benefits plus modern, attractive offices in three CBD locations.

As a SMSF Specialist with Prosperity Advisers Group, you will be responsible for supervising and developing a team of four SMSF accountants and overseeing the management of 350+ SMSF funds of varying complexities. Your role will also include:

  • Reviewing and finalising financial statements and tax returns for a diverse client base
  • Engaging with clients to resolve queries in relation to their SMSF financial statements and audit.
  • Interpreting and applying SMSF legislation to deliver personalised solutions for our clients
  • Liaising with third party auditors for the completion of the annual audit

About You

  • CA qualified with 6+ years' experience in top/mid-tier firms
  • Strong SMSF technical knowledge and the ability to interpret and apply SMSF legislation
  • Experience using Excel and cloud-based systems - CLASS is beneficial
  • The ability to work in a fast-paced environment with competing priorities and deadlines while maintaining attention to detail.
  • Well-developed time management, organisational and communication skills
  • Ability to work in a team orientated environment and operate independently with limited supervision.
  • Dedication to ensuring a high standard of service to our clients.

Join our team today

  • Please visit our website or use the Apply button above.
  • For a confidential conversation, please contact reach out at
  • View Prosperity's Recruitment and Selection Privacy Policy

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