SMSF Accountant

About Us

Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022 and a B Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off.” 

Why join us at Kelly+Partners?

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:

• Real and attainable career progression
• In depth mentoring by your Client Director
• Genuine commitment and access to bespoke learning and professional development
• Opportunity to have equity ownership in a growing business
• Collaborative, dynamic and engaging culture

This position will have responsibility for the following: 

• Preparation of SMSF Financial Statements
• Completion of SMSF Annual Returns
• Preparation of Tax Reconciliations
• Reconciliations of investment balances and investment returns
• Calculation of pension liabilities
• BAS & IAS Statements as required
• Preparation of electronic workpapers
• Preparation of audit package and liaising with external auditors
• Preparation of Trustee documentation
• Ensuring work completion satisfying budget and time constraints
• Liaise with various statutory authorities on behalf of clients including the ATO and ASIC
• Work with the Client Director and team to ensure client work is completed within the timeframe allocated
• Preparation of correspondence to clients and other bodies as required
• Other tasks as required

To be successful in this role you will have the following skills and attributes:

• Excellent written and communication skills
• Strong organisational skills and attention to detail
• Commitment to providing exceptional service to our clients
• Experience in a Chartered Accounting practice
• Degree qualified
• CA completed or near completion
• Passion / desire to work exclusively within a SMSF team and to become a SMSF specialist
• Experience with BGL SF360, MYOB, HowNow, MS Excel and Word an advantage
• Proactive attitude, self-motivated and enthusiastic