Account Executive

Job Title:

Key Responsibilities:

• Preparation of Financial Statements and Tax Returns for Self-Managed Superannuation Funds (SMSFs) in accordance with the

  SIS Act

  and the

  Australian Income Tax Act

  .
• Conduct audits of financial statements to ensure compliance with the

  SIS Act

  ,

  Income Tax Act

  , and other regulatory requirements.
• Prepare and submit written reports to the ATO regarding any breaches of the SIS Act that may impact the interests of SMSF members or beneficiaries.
• Provide trustees with a

  Management Letter / Audit Finalisation Report

  summarizing audit findings, trustee actions, and potential weaknesses in administrative procedures.
• Preparation and lodgment of

  Business Activity Statements (BAS)

  including GST returns.
• Research and resolve complex technical issues related to SMSF compliance, taxation, and operations.
• Manage end-to-end client responsibilities from compliance to tax planning.
• Provide advisory services on:
• Establishment of new SMSFs
• Addition of new trustees or members
• Fund asset valuation
• In-house asset rule compliance
• Adjusting contribution levels in line with changes in the superannuation guarantee
  
• Process roll-overs and fund transfers into or out of SMSFs (where decision has already been made).
• Liaise with regulatory bodies such as

  ATO, ASIC, and OSR

  regarding SMSF, audit, and taxation matters.

Educational Qualifications:

Candidates with any of the following qualifications will be considered:

• Inter CA / ICWA / CMA Inter / CMA Finalist / ACCA (Pursuing)

• B.Com / M.Com

  with additional relevant experience

Experience Requirements:

• Minimum

  1 year of experience in SMSF

  accounting OR
• Minimum

  1 year of Indian or international accounting experience

• Demonstrated experience in accounting, audit, and taxation is essential
  

Key Skills:

• Strong analytical and problem-solving capabilities
• Good to average communication skills
• Well-organized and detail-oriented
• Ability to manage multiple tasks and meet deadlines
  

Join Us If You Are:

• Passionate about working with SMSFs and Australian tax law
• Looking for a challenging and growth-oriented career in international accounting
• Keen to be part of a dynamic and professional team