SMSF Finance Professional

5 days ago

Manila, National Capital Region, Philippines beBeeAccountant Full time
SMSF Accountant Job Description

As an SMSF Accountant, you will be responsible for working closely with clients to support their businesses and manage various tasks. Your primary goal is to ensure the timely preparation of financial statements, annual returns, and member statements in line with ATO and SIS compliance requirements.

  • Key Responsibilities:
  • Prepare SMSF financial statements, annual returns, and member statements in accordance with regulatory requirements.
  • Process fund transactions including contributions, pensions, investments, and expenses using Class Super software.
  • Perform daily/weekly bank and investment reconciliations to ensure accuracy and compliance.
  • Liaise with external auditors to support annual fund audits, including preparation of audit packs.
  • Maintain and update member details, beneficiary nominations, and trustee structures.
  • Track and monitor contribution caps, pension minimums, and transfer balance accounts.
  • Assist with actuarial certificate requests and lodgement processes.
  • Monitor compliance events (e.g., residency, segregation breaches) and flag for manager review.
  • Assist in setting up new SMSFs, rollovers, and fund wind-ups.
  • Maintain clean, accurate workpaper documentation and version control.
  • Support broader administrative duties as needed, such as email follow-up, workflow task updates, or data entry for client records.
Required Skills and Qualifications
  • degree in accounting or finance or related field
  • completion or progress toward CA/CPA preferred
  • SMSF-specific training or Class Super accreditation (preferred but not essential)
  • minimum 1-2 years of SMSF accounting experience in Australian context
  • prior experience working with outsourced teams or within BPO/SMSF service team preferred
  • demonstrated understanding of Australian superannuation and SMSF compliance obligations
  • proficiency in Class Super software
  • strong excel and cloud accounting software skills
  • high attention to detail and strong reconciliation ability
  • excellent written and verbal communication skills
  • ability to follow structured workflows, meet deadlines, and self-manage in remote environment
  • willingness to learn, take feedback, and continuously improve
Benefits
  • market competitive salary
  • health insurance and life insurance coverage
  • 21 annual paid leaves
  • annual increase based on performance review
  • tenure recognition program
  • access to certifications and courses from Ab2 Institute of Accounting
  • 20+ options of free coffee and chocolate drinks
  • billiards table tennis or foosball in breakout room
  • work-life balance and logging off on time for personal enjoyment
  • genuinely diverse caring supportive and high achieving team environment
  • ongoing training development and career progression opportunities
  • free and conveniently located onsite parking

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