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SMSF Intermediate

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Walker Andersen

The Firm
A fun and energetic accounting firm based in Melbourne CBD are on the lookout for an SMSF Intermediate! This mid-tier has undergone some significant growth within the firm and particularly in the SMSF division and because this are looking to bring on a future superstar. You would be working on some exciting and complex funds. The firm are very focused on empowering their staff and rewarding hard work, they provide fantastic support and training to allow this to happen too

About the Role 

Reporting to the Partner and Manager, this role will focus purely on SMSF. Responsibilities will include:

  • Preparation of accounts, financial statements, BAS & annual GST returns and income tax returns for SMSF’s
  • Liaising with the ATO and other Government bodies regarding client matters
  • Pensions and Retirement Administration for SMSF clients
  • Identify, research and resolve issues associated with client work
  • Some management and ownership of relationships with clients and other stakeholders of our SMSF client base
  • Participating in internal and external training programs
  • Liaise with all of the firms multidisciplinary departments
  • Possibly some file conversion work from BGL to Class Super

About You

  • At least 2 years experience in SMSF
  • CA/CPA qualified (or at least commenced)
  • A proactive attitude and willingness to learn
  • Track record of success dealing with compliance and tax issues related to SMSF’s
  • Personality and technical knowledge are key - must fit in with the firms proactive and supportive culture
  • Be confident, positive & enthusiastic
  • Ambitious to grow within the firm
  • Experience using Class Super will be highly regarded


  • Study support through CA/ CPA
  • Direct contact and support from Partners, with on the job mentoring & feedback
  • Quarterly team building and celebrations for EOFY, Xmas & birthdays
  • Great work-life balance with opportunities to work from home
  • Regular training, in house and externally
  • Very fun and energetic environment, social committee that organise monthly events
  • Work within a close knit SMSF division and help assist growth 

02/01/2019 $0 CBD & Inner Suburbs Melbourne Australia 1 Accounting
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