SMSF Accountant

Melbourne - Australia

Monthly Salary: Not Disclosed

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

At HUB24 we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

THE HUB24 STORY

We think creatively and were not constrained by traditional thinking or barriers to success. Were led by experts realists with ideas grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

Benefits and Life at HUB24

Learn more about our employee benefits HERE.

Job Summary:

The SMSF Accountant is a key member of the SMSF Access team responsible for delivering highquality selfmanaged superannuation fund (SMSF) administration compliance and client service. The role focuses on the preparation and reconciliation of SMSF financials regulatory reporting and ongoing compliance activities working closely with advisers auditors and internal teams to ensure statutory obligations are met accurately and on time.

Responsibilities:

Prepare working papers and reconciliations for SMSF periodic quarterly and annual compliance requirements
Prepare and reconcile SMSF annual financial statements and regulatory reports (including SAR BAS IAS TBAR)
Support and assist with tax lodgement oversight and supervisory requirements
Prepare SMSF pension establishment documentation reports and trustee minutes
Manage onboarding and reconciliation of transitioning funds
Liaise with external auditors to facilitate SMSF audits
Engage with financial advisers to support ongoing SMSF compliance obligations
Maintain strong knowledge of SMSF technical and regulatory requirements
Identify opportunities for automation efficiency improvements and process enhancements
Ensure statutory deadlines and internal service standards are consistently met

Requirements:

Qualifications & Registration

CA or CPA qualified
Registered Tax Agent with the Tax Practitioners Board

Experience & Technical Skills

Minimum 3 years experience in SMSF accounting or administration
Strong SMSF technical knowledge
Practical experience using Class software (mandatory)
Experience with NowInfinity (desirable)
Proficient in Microsoft 365

Capabilities & Attributes

High attention to detail and strong timemanagement skills
Professional clear written and verbal communication
Strong client service mindset with the ability to build trusted relationships
Ability to work collaboratively and adapt to regulatory system or business change
Proactive selfmotivated and improvementfocused approach aligned with HUB24 values

The Recruitment Process

Acknowledgement email once your application has been submitted.
Our Talent team will start reviewing your application. If unsuccessful you will be notified.
If your application progresses to the next stage our Talent team will be in touch to discuss your alignment with the role.
If youre a person with an impairment or disability this is an opportunity to share with us any accessibility requirements that you may have for the role.
Should you require any accommodations to the recruitment process please email and one of our team will contact you.
Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role there may be more than two interviews.
Communication of outcomes to successful and unsuccessful candidates and feedback provided.

*As part of our process a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection noticecan be found here.

2024 CircleBackInitiative Employer we commit to respond to every applicant.

Endorsed by WORK180 we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on theBOSS Best Places to work list.

Seek Star Awards 2024 - Nominated as a finalist for theBest Employer Brand Initiative

HUB24 is an equal opportunity employer.We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds including Aboriginal and Torres Strait Islander peoples people with disabilities people from culturally and linguistically diverse communities and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements please let us know were here to support you

HUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast.At HUB24 we empower our employees to bring their ideas and creativity to work. Rather tha...