Senior Accountant- SMSF

Full job description
Are you a talented and experienced 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.
Hybrid working if Melbourne-based, remote options for those with proven expertise.
Monetary Client referral programmes | Fee reimbursement & PAID study leave
Your typical week in this role will involve SMSF processing for a diverse client base with an attention to detail. You will have the opportunity to collaborate with a high-performing team and engage directly with stakeholders and clients assigned to your portfolio. Continuous self-improvement is encouraged through on-the-job learning and personalised training. You will be working with people who can inspire, mentor and challenge you.

What will your typical week look like?

Prepare financial statements and income tax returns for SMSFs from start to finish.
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.
Problem solving, liaising with the Auditor, Actuary and other stakeholders.
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
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!

Knowledge and experience in SMSF processing.
Strong technical skills, including a fundamental understanding of the SIS Act and SIS Regs.
Experience using Class Super software (desirable).
A willingness and desire to train and mentor junior staff.
CA or CPA qualified (preferred).
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 working rights within Australia/New Zealand (in which this position is based) will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

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