Job Overview:
The SMSF Accountant will support the Melbourne SMSF team in the preparation of financial statements, tax returns, audit files, and workpapers for Self-Managed Superannuation Fund (SMSF) clients. The role will ensure compliance with SMSF regulations, manage reporting requirements, and provide accurate and timely documentation. This position requires attention to detail, technical knowledge of SMSF accounting and compliance, and strong communication with the client engagement team.
Work Schedule:
Work Setup:
- Flexible working arrangement
Office Assignment:
- MAKATI OFFICE: 22F Tower 1, One Ayala Corporate Center, Ayala Ave., Makati City
JOB RESPONSIBILITIES:
- Prepare financial statements, tax return and audit file for SMSF clients
- Preparation of workpapers in line with standards and processes
- Ensure compliance with SMSF regulations and organizational guidelines
- Prepare and lodge BAS (Business Activity Statements) and other regulatory returns
- Preparation of year-to-date reconciliation and interim reports at request
- Preparation of ad hoc reports for special events in SMSFs, including TBAR reporting
- Maintain accurate and up-to-date records and documentation
- Daily input of time into practice management system
- Daily communication with client engagement team on priorities and actions
- Highly responsive to emails and communication from client relationship team
- Awareness to time, budget and KPI expectations
- Provision of queries to client engagement team
- Filing of relevant client information to the relevant internal database
JOB QUALIFICATIONS:
- BS Accountancy graduate
- CPA or non-CPA
- 3-5years experience in SMSF Accounting or a related field
- Has understanding of SMSF regulations, accounting, and financial reporting principles and practices
- Strong written and verbal English skills
- Knowledge of SMSF accounting systems (e.g. SuperMate or Class Super or BGL360)
- Well organized and detail-oriented
- Has analytical mind
- Able to work on their own initiative and part of a team
- Strong problem-solving skills
- Experience managing multiple client portfolios preferred
What D&V Philippines can offer you:
D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States,
and the United Kingdom.
You'll also get to enjoy these perks on top of the essential employee benefits:
- Competitive salary with non-taxable allowances
- Health and wellness benefits
- Vacation and sick leave credits
- Yearly company and employee performance bonuses
- Free meal during office days
- Parent-friendly office
- Training and certifications
- CPD Training Assistance and PRC license renewal reimbursement
- Year-round employee engagement activities
