Safeguard Australia's Retirement Wealth Through Your Superannuation Accounting Expertise Globally
Financial independence begins with the confidence that retirement wealth is in capable hands. Pursue an SMSF Accountant opportunity with a Melbourne financial advisory firm serving thousands of Australian clients. Connect your specialist superannuation knowledge with a broader mission of financial security and wealth preservation while Emapta provides international exposure, hybrid flexibility, and career development alongside top 1% talent worldwide.
Job Overview
- Employment type: Full-time
- Shift: Day Shift (9:00 AM-6:00 PM VIC) | Weekends Off
- Work setup: Hybrid | PNB Building, Makati
Exciting Perks Await!
- Day 1 HMO coverage with free dependent
- Competitive Salary Package
- Day Shift Schedule
- Hybrid work arrangement
- Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
- Fixed weekends off
- Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
- Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/training-calendar/)
- Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
- Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
- Unlimited opportunities for employee referral incentives across the organization
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used at your own discretion (including 5 credits convertible to cash)
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
The Qualifications We Seek
Required Skills and Experience
- 3 to 5 years of relevant experience in self-managed superannuation fund (SMSF) accounting and administration.
- Hands-on proficiency in BGL Simple Fund 360 (mandatory).
- Practical experience in preparing SMSF financial statements, tax returns, workpapers, and activity statements.
- Strong knowledge of Australian SMSF compliance, taxation, and audit requirements.
- Experience in coordinating with the Australian Taxation Office (ATO), SMSF auditors, clients, and external service providers.
- Strong organizational and time management skills, with the ability to manage client portfolios, work in progress (WIP), timesheets, job budgets, lodgment deadlines, and competing priorities.
- Excellent written and verbal communication skills, with the ability to explain technical SMSF and taxation matters clearly.
- Strong attention to detail, sound professional judgment, and a commitment to confidentiality and quality.
Your Daily Tasks
SMSF Accounting and Administration
- Prepare year-end SMSF financial statements, supporting workpapers, and income tax returns.
- Collate financial reports and supporting information for client meetings.
- Prepare and lodge activity statements and other SMSF-related reports as required.
- Liaise with SMSF clients, the Australian Taxation Office (ATO), auditors, and third parties on assigned matters.
- Complete SMSF establishment, structure-related tasks, and ongoing fund administration activities as required.
- Follow approved procedures, quality controls, and documentation standards across all engagements.
- Collaborate with the SMSF Manager to manage work in progress (WIP) and meet weekly and monthly productivity targets.
Workflow and Lodgment Management
- Prepare, allocate, and monitor work assigned to contractors and external SMSF auditors.
- Assist with the management of the tax lodgment program and monitor applicable deadlines.
- Maintain accurate daily timesheets and reconcile recorded hours against allocated budgets and costs.
- Monitor job status, outstanding information, and review points to support timely completion.
- Identify and recommend improvements to SMSF accounting, administration, audit, and lodgment workflows.
Client Service and Relationship Management
- Respond to client enquiries and provide clear guidance on technical SMSF and taxation matters within the scope of the role.
- Manage an allocated portfolio of SMSF clients and maintain accountability for service delivery, deadlines, and follow-ups.
- Establish and maintain trusted, long-term client relationships through proactive communication and consistent accounting support.
- Identify opportunities to improve the client experience and elevate complex matters to the SMSF Manager as appropriate.
- Recognize opportunities to introduce relevant Personal Wealth Advisory and Business Advisory services.
Client and Business Development
- Identify client needs beyond standard compliance services and recommend appropriate value-added support.
- Support business growth by identifying potential referral opportunities and prospective clients.
- Connect clients with relevant Business Advisory and Personal Wealth Advisory specialists as appropriate.
Team and Professional Development
- Maintain continuing professional development relevant to SMSF accounting and Australian taxation.
- Stay informed about industry, regulatory, accounting, and taxation changes that affect self-managed superannuation funds.
- Attend required training sessions, technical updates, and team meetings.
- Participate in regular performance reviews, career discussions, and professional development conversations with management.
- Adapt to evolving priorities, systems, and compliance requirements while continuously strengthening technical expertise.
About the Client
Our client is an established Melbourne-based financial advisory firm founded in 1997, serving over 10,000 clients across Australia. They specialize in integrated accounting, taxation, business advisory, wealth management, lending, and self-managed superannuation fund (SMSF) services. Their expertise encompasses SMSF establishment, fund administration, regulatory compliance, retirement planning, and investment strategies. Through personalized financial guidance and long-term client relationships, our client helps individuals, families, and business owners protect their assets, strengthen financial security, and pursue sustainable wealth creation and retirement independence.
Join the Top 1% Talent. A better career. A better life.
Welcome to Emapta Philippines: home to professionals who choose growth, balance, and impact. Recognized as one of HR Asia's Best Companies to Work For in Asia 2026 for the fifth year in a row and winner of Inspiring Workplaces Australasia 2026, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.