SMSF Accountant
Description
Join us to play a pivotal role and contribute to our continued success in the industry.
Here at VBP, we pursue excellence by always putting people first.
Overview of the Role
The SMSF Accountant will be working closely with our associated wealth management team and our various clients.
Main duties include:
- Daily transactional processing and monitoring of our daily administered SMSFs
- Assist with the preparation of annual financial statements, tax returns and member statements.
- Liaising with accountants, auditors, trustees and other parties as required.
- Responsible for collating compliance checklists / workpapers and collecting all source documentation.
- Preparing monthly reports for SMSF clients
- Facilitating all audit and client queries as required.
- Maintenance of the Class Client Portal
- Provide general assistance and support to other team members as required.
- Monitor SMSF workflow and ATO / ASIC deadlines
Successful applicants should:
- Graduate of BS Accountancy, Management Accounting, Accounting Technology or any related courses
- With at least 3 years' experience as an SMSF accountant
- Ability to competently use a full range of Accounting Software products including:
- SMSF experience using Class Super
- Xero
- The ability to communicate (written and verbal) with clients in a clear, concise and effective manner
- Able to work under pressure and meet timelines.
- Motivation to complete tasks to the highest standard within required deadlines
What we offer:
- Competitive salary and performance-based bonus opportunities
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Referral bonuses
- Opportunities for professional development and career advancement
- Supportive and collaborative work environment
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Non-negotiable requirements:
- Internet Connection of at least 15 Mbps
- Candidate should be within Cebu or Cagayan de Oro