Senior SMSF Accountant

SUMO Services Corporation; Quezon City; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

SUMO Services Corporation is seeking a Senior SMSF Accountant to deliver high-quality SMSF accounting and taxation services from our Manila area team. You will manage SMSF compliance, prepare SPFS and tax returns, and support the broader Business Services group.

The role emphasizes accuracy, client communication and collaboration with senior staff to ensure timely, compliant outcomes for Australian clients. Strong technical SMSF knowledge and Australian tax experience are essential.

Qualifications

• CA/CPA qualification required or in progress.
• Australian SMSF experience preferred.
• Experience with SMSF accounting and tax compliance.
• Knowledge of SMSF accounting standards and tax rules.

Responsibilities

• Prepare SPFS and income tax returns for SMSFs.
• Prepare/review GST, PAYG, BAS and IAS compliance work.
• Prepare unit trust accounts and distributions for super funds.
• Review client information, records and supporting docs.
• Prepare journal adjustments and workpapers using templates.
• Conduct tax research to support compliance work.
• Assist clients with accounting/tax queries and templates.
• Liaise with ATO regarding lodgements and payment plans.
• Attend client meetings with senior team members.
• Prioritize workloads to meet deadlines and billing targets.
• Support team with accounting, tax and internal processes.
• Assist with WIP analysis.
• Contribute to training and development initiatives.
• Maintain professional client relationships per standards.
• Identify opportunities to improve client experience and make recommendations.
• Maintain timesheets and adhere to policies.

Skills

Attention to detail

Time management

Autonomy and initiative

Communication and interpersonal skills

Research skills

Education

Bachelor degree in Business/Commerce with Accounting major

CA or CPA qualification

Tools

Class Super

BGL Simple Fund 360

Job description

About the role

As a Senior SMSF Accountant, you will provide high-quality, up-to-date business services and tax advice to a diverse range of clients. You will manage SMSF compliance and accounting matters, support colleagues across the Business Services and Tax Advisory team, and contribute to a professional, client-focused practice.

Key responsibilities

• Prepare special purpose financial statements and income tax returns for Self-Managed Superannuation Funds.

• Prepare and review GST, PAYG, BAS and IAS compliance work.

• Prepare unit trust accounts, income tax returns and distributions of accounting and tax income to super funds.

• Review client information, accounting files, records and supporting documentation.

• Prepare journal adjustments, workpapers and accurate PDF workpaper files using standard templates.

• Undertake relevant tax research to support compliance work and respond to client queries.

• Assist clients with accounting and tax queries and prepare professional correspondence using approved templates.

• Liaise with the Australian Taxation Office regarding lodgements, debt management and payment plans.

• Attend and prepare for client meetings with senior team members as required.

• Prioritise and manage daily workloads to meet agreed deadlines, productivity budgets and billing targets.

• Support team members with accounting, tax and internal processes and procedures.

• Assist with client work-in-progress analysis

• Contribute to continuous improvement initiatives, training and professional development activities.

• Maintain professional and courteous client relationships and communicate in line with external communication standards.

• Identify opportunities to improve the client experience and make recommendations to Managers.

• Maintain accurate timesheets and comply with firm policies, procedures and administrative deadlines.

What we're looking for

• Tertiary qualifications in Business or Commerce with an Accounting major.

• Completion of a CA or CPA qualification.

• Proven Australian experience in a similar Senior SMSF Accountant role within a tax and business services environment.

• Comprehensive knowledge of technical accounting concepts and standards.

• Experience using SMSF accounting systems such as Class Super or BGL Simple Fund 360.

• Strong business acumen, commercial awareness, research skills and attention to detail.

• Excellent time management, planning, decision-making, problem-solving, analytical and lateral thinking skills.

• Ability to work autonomously, take initiative and manage competing priorities.

• Strong interpersonal, communication and networking skills for effective relationship building.

• A commitment to continuous learning and professional development.