Senior SMSF Accountant & Team Leader

M Holdings; Ballarat; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Fifth week of annual leave

Flexible working arrangements (on-site

Professional development & continuing^

Clear career progression

Counselling support

Opportunities to work across multipleM

Job summary

M Group in Ballarat is seeking an experienced SMSF leader to manage the delivery of SMSF compliance work, review complex matters and develop the team’s capability. You will work with advisers and other specialists to identify strategic opportunities for clients.

The role requires accountability for quality, deadlines and team performance while remaining hands-on with complex technical matters when required.

Qualifications

• Significant SMSF accounting, compliance and technical review experience at senior level.
• Ability to lead, mentor and develop accountants while managing priorities and deadlines.
• Strong knowledge of SMSF regulatory framework and accounting standards.

Responsibilities

• Review financial statements, tax returns, TBAR and supporting workpapers.
• Provide technical guidance on complex SMSF matters and stay updated on legislation.
• Oversee reconciliations and ensure audit-ready files with quality documentation.
• Build client relationships and communicate SMSF concepts in plain language.
• Collaborate with cross-functional teams to deliver a coordinated client experience.
• Identify opportunities for pensions, contributions, tax efficiency and estate planning.

Skills

SMSF accounting & compliance

Team leadership

Technical review

Class Super experience

Stakeholder management

Regulatory knowledge

Deadline management

Client service

Education

Bachelor's degree in accounting

CA or CPA qualification

Tools

Class Super

Job description

M Group in Ballarat is seeking an experienced SMSF leader to manage the delivery of SMSF compliance work, review complex matters and develop the team’s capability. You will work with advisers and other specialists to identify strategic opportunities for clients.

The role requires accountability for quality, deadlines and team performance while remaining hands-on with complex technical matters when required.