Responsibilities
What you’ll own:
- Review financial statements, tax returns, activity statements, pension calculations, TBAR obligations, trustee minutes and supporting workpapers.
- Provide technical guidance on complex SMSF compliance matters and maintain current knowledge of superannuation legislation, taxation requirements and applicable accounting standards.
- Oversee reconciliations of investments and bank accounts, trial balances and supporting documentation.
- Maintain quality-control processes and support the team to deliver audit-ready files with clear, complete workpapers.
- Build trusted client relationships and communicate complex SMSF matters in practical, plain language.
- Identify matters requiring specialist advice or broader strategic support, including pensions, contribution and recontribution strategies, tax efficiency, estate planning considerations and other opportunities.
- Collaborate with accounting, financial planning, legal, lending and other M Group teams to provide a coordinated client experience.
- Drive process improvement and effective use of Class and other technology to improve accuracy, visibility and turnaround times.
Required Skills
What will set you apart:
- Significant experience in SMSF accounting, compliance and technical review, including experience at manager or senior leadership level.
- Demonstrated ability to lead, mentor and develop accountants while managing competing priorities and deadlines.
- Strong knowledge of the SMSF regulatory framework, superannuation taxation and accounting standards applicable to superannuation funds.
- Experience reviewing complex SMSF files and providing practical technical guidance to team members and clients.
- Advanced experience with Class Super is strongly preferred; experience with other SMSF and practice-management systems will also be valued.
- A bachelor's degree in accounting or a related discipline, or equivalent relevant experience.
- CA or CPA qualification is preferred. SMSF specialist accreditation will be highly regarded.
- Excellent communication, judgement and stakeholder-management skills.
- A proactive, commercially minded approach, with the confidence to improve systems and address issues early.
- A commitment to exceptional client service, professional standards and continuous learning.
Please submit your resume and a covering letter outlining your SMSF leadership and technical experience to laken.miller@mgroup.partners
Benefits
- 5th week of annual leave.
- Volunteer Leave Day.
- A member of the ‘Great Place to Work’ initiative.
- A supportive and collaborative team environment.
- Ongoing training and development opportunities.
- The benefits of working locally while being part of a larger professional organisation.
- Variety in your day-to-day work and genuine responsibility within the office.
- A stable and respected regional employer with opportunities for growth.
- Opportunities for career progression.
Are you ready for an exciting new challenge?
To apply, please submit your application with a cover letter and résumé to laken.miller@mgroup.partners or for a confidential discussion, please contact Laken Miller on 03 5330 7200.
*Previous applicants need not apply.
