SMSF Accountant

Overview

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

Qualifications

• Graduate of BS Accountancy, Management Accounting, Accounting Technology or any related courses
• With at least 2 years working in SMSF Admin/accounting space
...