SMSF Accountant

Private Advertiser; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Quality in-house training

Mentoring from Partners

Work-life balance

Street parking

Friendly team environment

Job summary

Andresen McCarthy Partners in Melbourne seeks an SMSF Accountant to join their CPA firm and deliver proactive, personalised SMSF compliance services. You will work with Partners and senior staff to manage client work, mentor, and maintain a high standard of client care.

The role emphasizes building relationships with clients, identifying opportunities, and collaborating with cross-functional teams while supporting work-life balance and professional growth.

Qualifications

• CPA/CA qualification or being on track to qualify is highly regarded.
• Familiarity with Class Super is preferred; experience with BGL Simple Fund 360, SuperMate, or Mclowd will be considered.
• Around 3+ years of SMSF sector experience demonstrated in technical knowledge and compliance handling.
• A solid understanding of general tax matters supports accurate client advice.
• Strong verbal and written communication skills support clear interactions with clients and internal teams.
• Attention to detail and autonomy help ensure high-quality outcomes.
• Positive, hands-on attitude aligns with team culture and career progression.

Responsibilities

• Manage SMSF compliance work: process SMSF financial reports and tax returns using Class Super, ensuring accuracy and timeliness for every client.
• Build client relationships by liaising with clients during the compliance process and reviewing completed work to provide a personalised service.
• Spot opportunities and potential compliance issues to optimise clients' superannuation strategy.
• Collaborate across teams: maintain open communication with Business Services, Financial Planner, Auditor, and ATO to ensure a seamless client experience.

Skills

SMSF systems experience

General tax knowledge

Communication skills

Attention to detail

Autonomy

Positive attitude

Education

CPA/CA qualification or in progress

Tools

Class Super

BGL Simple Fund 360

SuperMate

Mclowd

Job description

Andresen McCarthy Partners is seeking an SMSF Accountant to join their team!

This is a fantastic opportunity for an SMSF professional to take the next step in their career with a highly regarded CPA accounting firm. Working closely with Partners and senior colleagues, the successful candidate will play a key role in delivering proactive and highly personalised service to a loyal client base, all while being supported through quality training and mentoring in a firm that genuinely values work-life balance.

About Us

Andresen McCarthy Partners is a dynamic and progressive CPA accounting firm based in the heart of Eltham. Backed by a team of 30 dedicated professionals, the firm has built an enviable reputation for going above and beyond for its clients, and takes pride in fostering long-term careers, strong mentorship, and a genuinely supportive workplace culture.

What you'll be doing?

• Managing SMSF compliance work: Process SMSF financial reports and tax returns using Class Super, ensuring accuracy and timeliness for every client.
• Building client relationships: Liaise directly with clients throughout the compliance process and review completed work together, creating a personalised and trusted service experience.
• Spotting opportunities: Identify potential compliance issues and opportunities, helping clients stay ahead and make the most of their superannuation strategy.
• Collaborating across teams: Maintain open communication with the Business Services team, Financial Planner, Auditor, and the ATO, contributing to a joined-up and seamless client experience.

Who are they looking for?

• Professional qualification: CPA/CA qualification or being well on the way to qualifying is highly regarded for this role.
• SMSF systems experience: Familiarity with Class Super is preferred, though experience with other platforms such as BGL Simple Fund 360, SuperMate, or Mclowd will also be considered.
• SMSF sector experience: Around 3 or more years of experience working within the SMSF sector is sought, demonstrating solid technical and legislation knowledge and confidence handling compliance work.
• General tax knowledge: A solid understanding of general tax matters helps support well-rounded, accurate client advice.
• Communication skills: Strong verbal and written communication skills support clear, confident interactions with clients and internal teams alike.
• Attention to detail and autonomy: A keen eye for detail paired with the ability to work independently helps ensure consistently high-quality outcomes.
• Positive, hands-on attitude: A motivated, can-do approach and genuine enthusiasm for career progression will be a great fit with the team's culture.

Why you should consider this opportunity?

We offer an attractive remuneration package and other benefits, such as:

• $90K-$130K package including super
• Quality in-house and external training to continually build technical expertise
• Direct mentoring from senior colleagues and Partners
• Regular client interaction that builds meaningful, long-term relationships
• A genuine commitment to work-life balance
• Convenient street parking
• Friendly team environment and long term opportunities

Everyone is encouraged to apply, as we value diverse backgrounds and perspectives within their team.

All information received will be kept strictly confidential and will be used only for employment-related purposes.