SMSF AU Accountant

Clark and Subic Office

Full Time

Closing Date:
Wednesday, July 31, 2024

Do you have great attention to detail? Can you reconcile assets, liabilities, and investments?

If your answer is yes, then WE WANT YOU! 

We need an SMSF Accountant that will become part of our Superannuation team.

As an SMSF AU Accountant, your duties and responsibilities include:

  • Collaborate with the Head of Accounting to manage all accounting functions for self-managed superannuation funds (SMSFs).
  • Utilize direct data feeds and automated transaction rules for efficient monthly processing of accounting data.
  • Semi-annual trial balance reconciliations.
  • Process annual tax statements and period updates, ensuring timely lodgement of tax returns.
  • Liaise with external auditor.
  • Prepare quarterly TBAR lodgements.
  • Process pension commencements and commutations promptly, including preparation of member documentation.
  • Onboard new SMSFs, set up opening balances, and gather historical permanent records.
  • Participate in SMSF wind-up processes.
  • Respond to internal team inquiries, gather supporting documents, facilitate member, and trustee signature collection regarding SMSF matters.
  • Take on additional tasks assigned by the client.


  • Must possess a bachelor’s degree in Accounting / Accountancy or equivalent.
  • CPA or a master’s degree in Accounting/Finance or related field is a plus.
  • Has at least 2 years of experience in SMSF accounting.
  • Prior experience in public accounting or with a Big 4 audit firm is highly regarded.
  • Familiarity with accounting software like Class and experience with processing tax statements from major providers (BT, Macquarie, Netwealth) is a strong advantage.
  • Keen attention to detail and a commitment to meeting deadlines.
  • Strong problem-solving, interpersonal, and customer service skills.
  • Self-motivated, results-oriented, and resourceful with a strong sense of accountability.
  • Takes responsibility, results driven and resourceful, and has a strong sense of accountability.
  • Willing to be assigned to Clark in Pampanga or Subic Bay Freeport Zone.

The future of professional services.

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