SMSF Accountant

Job Description

Are you a talented SMSF Accountant looking for an exciting opportunity in Melbourne? We have an exceptional opening for you to join our SMSF team. At Findex, we believe in achieving common goals, making a difference, and fostering a supportive team environment.

• A Client First, Get it done approach.
• Flexible Hours, Time in Lieu & Hybrid working arrangements.
• Monetary Client referral programmes | Fee reimbursement & PAID study leave

Your typical week in this role will involve accurate SMSF processing for a diverse client base. You'll have the chance to collaborate with a high-performing team and engage directly with stakeholders and clients within your portfolio. Continuous self-improvement is encouraged through on-the-job learning and personalised training. Surround yourself with people who can inspire, mentor and challenge you.

What will your typical week look like?

• Prepare financial statements and income tax returns for self-managed superannuation funds.
• Exhibit ownership qualities and efficiently manage your workflow.
• Collaborate with various providers and statutory authorities on behalf of clients.
• Create detailed workpaper files, including investment, income, and CGT reconciliations.
• Process transactions, such as initiating rollovers via Superstream, contributions, and benefit payments for clients.

More about the perks

• Flexible working hours and policies, including Time Off In Lieu (TOIL) Incentive Programme, to accommodate your personal and family needs
• Support for CA/CPA studies including fee reimbursement and paid study leave
• Intending to or having commenced CA or CPA (preferred).
• Tailored career pathways and development programs aligned with your professional aspirations.
• Access to industry-leading learning and development designed to accelerate your development

Let's talk about you!

• Familiarity with Class Super (advantageous but not essential).
• Ability to prioritise and coordinate tasks efficiently.
• A genuine team player with a friendly and helpful demeanour.

Let's talk about our team:

• Experienced Senior staff with over 35+ years combined in the SMSF Industry.
• Strong Client Services Team to complement our Accounting function.
• Close networks with the wider SMSF Team across the Findex Group.
• We encourage a strong work ethic, being accountable and celebrate our successes.

About us

Why Findex? Writeyournextchapter

With a passion for well-being Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.

At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

If this sounds like you, we look forward to meeting you. Apply now!

Please note

Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.