SMSF Senior/ Assistant Manager

Job details

Location: NSW
Salary: $90-110k package
Reference: Ad-47156
Posted: about 1 year ago

Job description

Charterhouse are Partnering with a reputable 4 Partner firm located in Sydney CBD to find an experienced Senior SMSF accountant to join their friendly and supportive team. The firm operate on an open door policy and are committed to providing the guidance you need for you to reach your full potential. 

The role requires direct engagement with clients and mainly without direct Partner oversight. You will manage 130 SMSF's with the assistance of 2 junior staff, overseas resources and up to date technology (Class Super).  

Your responsibilities will include but not be limited to: 

  • Preparing financial statements and income tax returns for self-managed superannuation fund clients
  • Liaising with various providers and statutory authorities on behalf of clients
  • Processing transactions for trustees, benefits transfers, contributions and benefits payments on behalf of clients
  • Ensuring jobs are completed effectively by meeting technical standards and deadlines
  • Ensuring clients are made aware of their compliance obligations
  • Liaising with their financial planning arm in relation to providing advice to their self-managed superannuation clients.

 About you 

The successful candidate will hold relevant tertiary qualifications and will be working towards or completed their CA or CPA with a minimum 4 years' experience working in an Australian public practice firm as an SMSF Accountant.

In return you will benefit from: 

  • A flexible working environment 
  • Full CA/CPA study support both financially and with study leave 
  • External workshops & seminars 
  • Regular in house training 
  • Fast track to manager 
  • Autonomy & direct client contact 

If you are interested in the position, please apply using the link provided or contact 

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