SMSF Accountant

Calidus Group; Sydney; Hybrid; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Modern office

Central location

Ongoing training

Mentoring

Career progression

Job summary

Calidus Group is seeking an experienced SMSF Accountant to join its growing superannuation team in Sydney. You will manage a portfolio of SMSF clients, ensuring compliance and engaging with auditors and external stakeholders.

The role offers hybrid working, a modern office and opportunities to develop technical expertise, client relationships and advisory capabilities within a supportive environment.

Qualifications

• 2+ years SMSF accounting experience within an Australian public practice accounting firm.
• Strong knowledge of SMSF compliance, taxation and superannuation legislation.
• Experience using Class Super software (essential)
• Strong communication skills and a proactive, client-focused approach.
• CA/CPA qualifications or progress towards completion will be highly regarded.

Responsibilities

• Prepare annual financial statements, income tax returns and associated compliance documentation for SMSFs.
• Manage a portfolio of SMSF clients, ensuring compliance with relevant superannuation legislation and regulatory requirements.
• Liaise with auditors, the ATO and other external stakeholders.
• Assist with complex SMSF matters, including pension commencements, contributions and fund transactions.
• Work closely with financial advisers and senior accountants to support clients with their broader superannuation needs.
• Build and maintain strong client relationships, providing timely and professional advice.
• Identify opportunities to improve processes and efficiencies across the SMSF function.

Skills

SMSF accounting

Communication

Client-focused

Proactive

Education

CA/CPA qualification or progress toward completion

Tools

Class Super

Job description

About the company

Our client is a highly regarded and established Chartered Accounting and Financial Advisory firm with a strong reputation for delivering quality accounting, taxation, superannuation and wealth management services.

With over 30 years of experience, the firm has built long-standing client relationships through its personalised approach, technical expertise and commitment to delivering holistic financial solutions.

Offering a collaborative and supportive team environment, the firm places a strong emphasis on professional development, ongoing training and providing its people with opportunities to build rewarding, long-term careers.

The Role

An exciting opportunity has arisen for an experienced SMSF Accountant to join the firm's growing superannuation team.

Working closely with experienced SMSF specialists and financial advisers, you'll manage a portfolio of SMSF clients, overseeing compliance requirements while gaining exposure to broader superannuation strategies and advisory matters.

This role offers an excellent opportunity to further develop your technical expertise, build strong client relationships and become part of a team that values quality advice and exceptional client service.

Key responsibilities include:

• Prepare annual financial statements, income tax returns and associated compliance documentation for SMSFs.
• Manage a portfolio of SMSF clients, ensuring compliance with relevant superannuation legislation and regulatory requirements.
• Liaise with auditors, the ATO and other external stakeholders.
• Assist with complex SMSF matters, including pension commencements, contributions and fund transactions.
• Work closely with financial advisers and senior accountants to support clients with their broader superannuation needs.
• Build and maintain strong client relationships, providing timely and professional advice.
• Identify opportunities to improve processes and efficiencies across the SMSF function.

About You

• 2+ years SMSF accounting experience within an Australian public practice accounting firm.
• Strong knowledge of SMSF compliance, taxation and superannuation legislation.
• Experience using Class Super software (essential)
• Strong communication skills and a proactive, client-focused approach.
• CA/CPA qualifications or progress towards completion will be highly regarded.

Benefits

You will be joining a well-established, mid-tier firm who have a huge focus on their people and delivering exceptional results for their clients.

• Join a reputable, established firm with a strong presence in accounting and financial advisory.
• Work alongside experienced SMSF specialists with access to broader technical and advisory expertise.
• Gain exposure to a diverse portfolio of clients and complex superannuation matters.
• Supportive, collaborative team culture with a genuine focus on employee development.
• Ongoing training, mentoring and opportunities for long-term career progression.
• Hybrid working, modern office and central location.

Additional information

• Join a reputable accounting and advisory firm with over 30 years in the industry
• Manage a diverse SMSF portfolio with direct client access
• Work alongside experienced specialists in a collaborative environment