Senior Financial Services Specialist

1 day ago

Taguig, National Capital Region, Philippines beBeeCareer Full time ₱630,000 - ₱1,140,000

We are seeking a motivated SMSF Accountant with at least 2+ years' experience working on Australian Self-Managed Superannuation Funds (SMSFs). The ideal candidate will be confident using Class Super and Excel, with strong attention to detail and excellent communication skills. While experience with Xero and financial statement preparation is desirable, we are happy to provide training in these areas for the right candidate.

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  • Process and manage SMSF accounting and compliance tasks within Class Super.
  • Prepare workpapers, reconciliations, and reports for SMSF clients.
  • Assist with preparation of financial statements, tax returns, and regulatory documents (training provided if required).
  • Perform bank reconciliations, investment reconciliations, and member statements.
  • Ensure compliance with ATO and Superannuation Industry requirements.
  • Work closely with auditors, administrators, and financial planners as needed.
  • Maintain accurate and up-to-date records for SMSF clients.
  • Communicate effectively with clients and team members, ensuring professional service delivery.
  • Identify opportunities for process improvement and efficiency in SMSF workflows.

Strong qualifications and characteristics include:

  • Minimum 2+ years' experience working with SMSFs in Australia.
  • Strong working knowledge of Class Super.
  • High level of proficiency in Microsoft Excel (reconciliations, formulas, data analysis).
  • Excellent communication skills, both written and verbal.
  • Strong attention to detail, problem-solving ability, and accuracy.
  • Ability to work independently and manage multiple tasks and deadlines.

The ideal candidate will have exposure to financial statement preparation for SMSFs and relevant tertiary qualification in Accounting, Finance, or a related discipline. Working towards or completion of CA/CPA/IPA or SMSF specialist accreditation is also highly valued.

As an added benefit, we offer:

  • Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
  • Flexible leave credits which may be used for vacation, emergency and sick leaves
  • Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
  • Superb and exciting Mid-Year Parties – with items to give away and cash prizes
  • Endless opportunities for career advancement
  • Annual Performance Review with Salary Increase
  • Company-provided PC/Laptop and fiber internet connection
  • Tech-on-wheels Support
  • Participation in CS Social Clubs and Special Interest Groups
  • International career growth and connections
  • Unlimited cash incentives for hired referrals
  • Mental Wellness Employee Assistance program through Lifeworks
  • In-house psychiatrist available to support employees' well-being
  • Become part of the Employee Share Units program
  • Cloudstaff Dream Points for bidding useful items
About This Opportunity

This role offers the chance to make a significant impact in a fast-paced and dynamic environment. If you're passionate about delivering high-quality results and building long-lasting relationships, this could be the perfect fit for you.

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