SMSF Accountant

Virtual Business Partners LLC; Cebu City; Remote; PHP 500,000 - 900,000; Full time

Benefits offered by this job

Sign-on bonus ₱50,000

500K HMO coverage + dental & optical

2-week Christmas vacation

Referral bonuses

Professional development opportunities

Supportive and collaborative work env.

Fixed schedule Mon-Fri 7 AM to 4 PM

Job summary

Virtual Business Partners LLC is seeking an experienced SMSF Accountant to handle preparation, administration, and compliance of Self-Managed Superannuation Funds for Australian clients. You will manage financial statements, SAR lodgement, and SIS Act compliance from the Cebu City area, with a focus on accuracy and regulatory knowledge.

The role requires 2–5 years in SMSF accounting, CPA progress, and strong communication skills in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CA/CPA or progress toward professional qualification.
• 2–5 years’ SMSF accounting or public practice experience.
• Strong knowledge of Australian superannuation legislation and tax law.
• Experience with Class 360SMSF software.
• Experience with Xero Practice Manager and FYI Docs (not essential).
• Attention to detail and strong analytical skills.
• Excellent written and verbal communication.

Responsibilities

• Prepare annual SMSF financial statements and statements of position.
• Complete and lodge SMSF SARs with the ATO.
• Ensure compliance with SIS Act and related regulations.
• Maintain fund records: trust deeds, investment strategies, minutes.
• Monitor contribution caps and pension requirements.
• Prepare quarterly BAS and reconcile accounts.
• Prepare workpapers to reconcile SMSF financial statements for audits.
• Stay updated on SMSF/tax changes and suggest improvements.

Skills

Attention to detail

Analytical skills

Australian superannuation knowledge

Excellent communication

Tax knowledge

Education

Bachelor’s degree in Accounting/Finance

CA/CPA progress toward qualification

Tools

Class 360SMSF

Xero Practice Manager

FYI Docs

Job description

Job Description:

Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus!

Overview of the role

The SMSF Accountantis responsible forthe preparation, administration, and compliance of Self-Managed Superannuation Funds (SMSFs)in accordance withAustralian superannuation and taxation laws. This role requires a strong understanding of SMSF legislation, taxcomplianceandfinancial reporting.

Main duties include:

SMSF Compliance & Administration

• Prepare annual financial statements for SMSFs, including operating statements and member balances.

• Complete and lodge SMSF annual returns (SAR) with the ATO.

• Ensure compliance with the Superannuation Industry (Supervision) Act (SIS Act) and regulations.

• Maintainaccuratefund records, including trust deeds, investment strategies, and minutes.

• Monitor contribution caps, pension requirements, andminimumdrawdowns.

• Prepare business activity statements quarterly

• Prepare detailed workpapers to reconcile the SMSF FinancialStatements for Audit purposes

Taxation & Reporting

• Prepare SMSF tax calculations and ensuretimelylodgement.

• Manage GST, PAYG, and other relevant tax obligations where applicable.

Investment & Transaction Processing

• Record and reconcile investment transactions including shares, property, managed funds, and alternative assets.

• Ensure proper classification and valuation of investments.

• Review and reconcile bank accounts, broker statements, and other financial data.

Regulatory Updates & Continuous Improvement

• Stay up to date with changes in superannuation and tax legislation.

• Suggestprocess improvements to enhance efficiency and compliance.

• Assistwith internal training and knowledge sharing.

• Bachelor’s degree in Accounting, Finance, or related field.

• CA, CPA, or progress towards professional qualification.

• Minimum 2–5 years’ experience in SMSF accounting or public practice.

• Strong knowledge of Australian superannuation legislation and tax law.

• Experience withClass 360SMSF software.

• Experience with Xero Practice Manager and FYI Docs (not essential)

• High attention to detail and strong analytical skills.

• Excellent written and verbal communication skills.

• Competitive salary and performance-based bonus opportunities
• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Referral bonuses
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment

• Fixed Schedule of Mon-Fri from 7 AM to 4 PM