🛠 Tech Stack

💼 About This Role

You'll prepare annual financial statements, tax returns, and member statements for self-managed super funds (SMSFs) at Netwealth, an award-winning FinTech company. Your work ensures accurate, compliant reporting while coordinating with advisers, trustees, and auditors to meet lodgement deadlines. This role offers end-to-end ownership of SMSF accounts in a high-performing, collaborative team environment.

🎯 What You'll Do

• Prepare annual financial statements, tax returns, and member statements for SMSFs
• Process and review contributions, rollovers, benefit payments, expenses, and investment trades
• Prepare audit workpapers and liaise with external auditors
• Coordinate with advisers, trustees, auditors, and ATO for compliance deadlines

📋 Requirements

• 2+ years experience in SMSF accounting
• CA or CPA qualified or working towards
• Strong knowledge of SMSF regulations and SIS Act
• Experience using Class software highly regarded

✨ Nice to Have

• Experience with Class software
• Ability to work autonomously and manage end-to-end funds
• Strong stakeholder communication skills

🎁 Benefits & Perks

• 🏠 Hybrid work – 4 days in office per fortnight
• 👶 Paid parental leave and school holiday program
• 🏥 CU Health virtual healthcare and income protection
• 📚 Career development – top 5 in Australia for career growth
• 🎉 Social events and employee resource groups

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Technical Interview· 60 min
3. 3Hiring Manager Interview· 45 min

[email protected]