SMSF Specialist

2 days ago

Newcastle, New South Wales, Australia Prosperity Advisers Full time $120,000 - $180,000 per year
  • Award-winning, full-service firm | Ranked 36 in AFR top 100
  • Highly competitive salary package with extensive employee benefits
  • Modern office located right across the stunning Queens wharf

Responsible for supervising and developing a team of four SMSF accountants and overseeing the management of 350+ SMSF funds of varying complexities.

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
  • For a confidential conversation, please contact reach out at
  • View Prosperity's Recruitment and Selection Privacy Policy
Job Details

Location :

Newcastle

Work Type :

FullTime

Post Date :

Close Date :

Reference :

108

  • Trainee Accountant

    4 weeks ago

    Newcastle, New South Wales, Australia Cutcher & Neale Accounting and Financial Services Full time

    Overview Join to apply for the Trainee Accountant role at Cutcher & Neale Accounting and Financial Services. We're looking for a Trainee Accountant to join our Superannuation team in Newcastle. This is a great opportunity for someone who has recently completed or is close to completing their accounting degree and is ready to begin their CA studies. In...

  • senior financial adviser

    10 hours ago

    Newcastle, New South Wales, Australia Private Advertiser Full time $120,000 - $200,000 per year

    The BusinessWe are a well-established diverse wealth management business, with offices throughout Australia. We are one of the largest privately owned wealth business's in Australia. With our own AFSL and deep industry experience across planning, accounting and lending, we deliver a broad suite of integrated financial solutions tailored to the needs of each...

  • Technology Solutions

    3 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Group Full time

    OverviewAt Prosperity, we're focused on creating a seamless digital experience for our people and our clients. As a Technology Solutions & Integration Specialist, you will take ownership of system deployment, process improvement, automation, and user support across our key divisions including Business Services & Tax, SMSF, Audit, Lending, and Smart Drive....

  • Technology Solutions

    3 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Group Full time

    OverviewAt Prosperity, we're focused on creating a seamless digital experience for our people and our clients. As a Technology Solutions & Integration Specialist, you will take ownership of system deployment, process improvement, automation, and user support across our key divisions including Business Services & Tax, SMSF, Audit, Lending, and Smart Drive....

  • Smsf Specialist

    4 days ago

    Newcastle, Australia Prosperity Advisers Full time

    Award-winning, full-service firm | Ranked 36 in AFR top 100 - Highly competitive salary package with extensive employee benefits - Modern office located right across the stunning Queens wharf **Responsible for supervising and developing a team of four SMSF accountants and overseeing the management of 350+ SMSF funds of varying complexities.** **About...

  • SMSF Accountant

    4 days ago

    Newcastle, Maitland & Hunter, Australia TriSuper Auditors Full time $60,000 - $90,000 per year

    About usRM Superannuation Services is an independently owned firm established over 35 years ago. We provide quality administration, compliance and taxation services for self-managed superannuation funds (SMSFs) along the east coast of Australia.Role DescriptionWe are looking for a highly motivated SMSF Accountant with at least 2-3 years of experience in SMSF...

  • Trainee Accountant

    4 weeks ago

    Newcastle-Maitland, Australia Cutcher & Neale Accounting and Financial Services Full time

    OverviewJoin to apply for the Trainee Accountant role at Cutcher & Neale Accounting and Financial Services. We're looking for a Trainee Accountant to join our Superannuation team in Newcastle. This is a great opportunity for someone who has recently completed or is close to completing their accounting degree and is ready to begin their CA studies. In this...