Intermediate/ Senior Accountant with SMSF experience

Freedom Tax Partners; Penrith; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Freedom Tax is expanding its SMSF team and seeks a technically proficient SMSF Accountant with at least five years of taxation and SMSF accounting experience. The role involves end-to-end SMSF accounting, financial reporting, taxation and compliance across a diverse client portfolio.

The position starts office-based at North Ryde or Penrith, with potential flexible work-from-home options after settling in. You will work closely with trustees, advisers and auditors to ensure timely, accurate SMSF

Qualifications

• Bachelor's degree in Accounting, Commerce or related discipline.
• Minimum 5 years' experience in Australian taxation and SMSF accounting.
• Strong technical knowledge of SMSF accounting, taxation and compliance.
• Proven experience preparing SMSF financial statements and annual tax returns.
• Strong Excel and accounting software skills.
• Experience liaising with SMSF auditors and responding to audit queries.
• CA or CPA qualifications, or progress towards professional membership, highly regarded.

Responsibilities

• SMSF accounting and financial reporting for a diverse client portfolio.
• Prepare and review SMSF annual financial statements and tax returns.
• Maintain SMSF records and conduct reconciliations of bank, investments and member balances.
• Ensure compliance with SIS Act, ATO rulings and regulatory obligations.
• Liaise with trustees, consultants and auditors to support audits and deadlines.
• Manage workflow using BGL Simple Fund 360, Class Super and Xero.

Skills

SMSF accounting

Taxation

Compliance

Financial reporting

Excel

Client communication

Time management

Attention to detail

Education

Bachelor's degree in Accounting or related

Tools

BGL Simple Fund 360

Class Super

Xero

Job description

Intermediate/ Senior Accountant with SMSF experience

Intermediate/Senior Accountant with SMSF Experience Essential

About Freedom Tax

Freedom Tax is a leading advisory firm specialising in Self-Managed Super Funds (SMSFs), taxation strategy, estate and succession planning, and intergenerational wealth protection.

Guided by our mission to empower clients with clarity, control and confidence, we are expanding our specialist SMSF team and looking for an experienced SMSF Accounting Specialist to join us.

We believe in building long-term relationships with our clients and providing quality advice and services that help protect and grow the financial future of Australian families.

About the Role

We are seeking a technically proficient, motivated and detail-oriented SMSF Accountant with a minimum of five years' experience in taxation and SMSF accounting.

This is a hands-on role involving the end-to-end management of SMSF accounting, financial reporting, taxation and compliance across a diverse client portfolio.

You will work closely with our accounting team, specialist advisers, trustees and external auditors, ensuring all SMSF work is completed accurately, efficiently and in accordance with relevant legislation and regulatory requirements.

Initially, the position will be office-based at one of our offices in North Ryde or Penrith. Once you are established in the role and have demonstrated the ability to work independently, flexible work-from-home arrangements may be considered.

Key Responsibilities

1. SMSF Accounting and Financial Reporting

Prepare and review SMSF annual financial statements and financial reports.

Maintain accurate SMSF accounting records and general ledgers.

Perform bank, investment and member balance reconciliations.

Review investment transactions, income, expenses and capital gains.

Prepare member statements and supporting year-end workpapers.

Ensure accurate accounting treatment of SMSF assets, liabilities and transactions.

2. SMSF Taxation and Compliance

Prepare and review SMSF annual tax returns.

Calculate taxable income, capital gains and relevant tax liabilities.

Ensure compliance with ATO requirements and superannuation legislation.

Review member contributions, pension payments and benefit transactions.

Monitor SMSF compliance requirements and identify potential issues.

Ensure all work is completed within ATO lodgement deadlines.

3. Audit and Regulatory Requirements

Liaise directly with approved SMSF auditors and respond to audit queries.

Coordinate and provide supporting documentation for annual SMSF audits.

Assist in resolving audit findings and compliance matters.

Maintain up-to-date knowledge of the Superannuation Industry (Supervision) Act (SIS Act), ATO rulings and relevant regulatory requirements.

Understand and apply relevant SMSF audit standards, including GS 009.

4. Client Relationship Management

Liaise directly with SMSF trustees and clients to obtain financial information and supporting documentation.

Respond to SMSF accounting and taxation enquiries professionally and promptly.

Follow up outstanding information to ensure timely completion of annual accounts.

Explain accounting and compliance matters clearly to clients.

Build and maintain positive, long-term client relationships.

5. General Responsibilities

Manage an allocated portfolio of SMSF clients independently.

Manage SMSF accounting workflows using BGL Simple Fund 360, Class Super and Xero.

Work collaboratively with the accounting and advisory teams.

Support strategic planning initiatives relating to clients' superannuation and investment structures.

Maintain accurate electronic client records and documentation.

Identify opportunities to improve internal processes, efficiency and service delivery.

Keep up to date with changes in SMSF taxation, legislation and regulatory requirements.

About You – Skills and Experience

To be successful in this role, you will have:

A Bachelor's degree in Accounting, Commerce or a related discipline.

Minimum 5 years' experience in Australian taxation and SMSF accounting.

Strong technical knowledge of SMSF accounting, taxation and compliance.

Proven experience preparing SMSF financial statements and annual tax returns.

Strong working knowledge of BGL Simple Fund 360, Class Super and Xero.

Good understanding of the SIS Act, ATO requirements and SMSF regulatory obligations.

Experience liaising with SMSF auditors and responding to audit queries.

Strong Microsoft Excel and accounting software skills.

Excellent attention to detail and a commitment to accuracy.

Strong organisational and time management skills.

Ability to manage multiple clients and competing deadlines.

Excellent written and verbal communication skills.

Ability to work independently as well as collaboratively within a team.

CA or CPA qualifications, or progress towards professional membership, will be highly regarded.

Previous experience in SMSF auditing will also be highly regarded.

Personal Attributes

We are looking for someone who is:

Reliable, responsible and proactive.

Technically strong with excellent problem-solving skills.

Organised and able to manage workloads independently.

Professional and confident when communicating with clients.

Committed to continuous learning and professional development.

A positive team player who takes pride in delivering quality work.

Aligned with Freedom Tax's values of trust, excellence and integrity.

Work alongside experienced professionals in SMSF, taxation and wealth advisory.

We value education, innovation, professional integrity and long-term relationships – both with our clients and our people.