SMSF Accountant

6 days ago


Cebu City, Central Visayas, Philippines Virtual Business Partners Full time
Description

Join us to play a pivotal role and contribute to our continued success in the industry.

Here at VBP, we pursue excellence by always putting people first.

Overview of the Role

The role of an SMSF Accountant is to work with the SMSF team in an accounting practice to support core administration and back-office tasks, in accordance with client preferences and licensee policies and guidelines.

Main duties include:

  • CLASS update management for unlisted investments
  • Managing transaction processing in Class Software
  • Assist the Associates in SMSF or Trust Establishment paperwork
  • Collect and manage all FY statements Prepare draft financials and tax returns in Class software
  • Provide regular communication to clients on work in progress and expected turnaround time for documentation.
  • Ensure the client's Business Process Meeting Checklist (manual) is current and up to date

Successful applicants should:

  • Graduate of BS Accountancy, Management Accounting, Accounting Technology or any related courses

  • With at least 2 years working in SMSF Admin/accounting space

  • Ability to competently use a full range of Accounting Software products including:

    • SMSF experience using Class Super
  • Xero

  • The ability to communicate (written and verbal) with clients in a clear, concise and effective manner

  • Able to work under pressure and meet timelines.

  • Motivation to complete tasks to the highest standard within required deadlines

Non-negotiable requirements:

  • Internet Connection of at least 15 Mbps
  • Candidate should be within Cebu or Cagayan de Oro

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