SMSF Accountant

The opportunity

We are looking for an accomplished SMSF professional who can combine strong technical expertise with team leadership, workflow management and high-quality client service. You will oversee the delivery of SMSF compliance work, review complex matters, develop team capability and work with advisers and other specialists across M Group to identify appropriate strategic opportunities for clients.

The role is suited to someone who is comfortable being accountable for quality, deadlines and team performance while remaining hands-on with complex technical matters when required.

Key responsibilities

• Review financial statements, tax returns, activity statements, pension calculations, TBAR obligations, trustee minutes and supporting workpapers.
• Provide technical guidance on complex SMSF compliance matters and maintain current knowledge of superannuation legislation, taxation requirements and applicable accounting standards.
• Oversee reconciliations of investments and bank accounts, trial balances and supporting documentation.
• Maintain quality-control processes and support the team to deliver audit-ready files with clear, complete workpapers.
• Build trusted client relationships and communicate complex SMSF matters in practical, plain language.
• Identify matters requiring specialist advice or broader strategic support, including pensions, contribution and recontribution strategies, tax efficiency, estate planning considerations and other opportunities.
• Collaborate with accounting, financial planning, legal, lending and other M Group teams to provide a coordinated client experience.
• Drive process improvement and effective use of Class and other technology to improve accuracy, visibility and turnaround times.

About you

• Significant experience in SMSF accounting, compliance and technical review, including experience at manager or senior leadership level.
• Demonstrated ability to lead, mentor and develop accountants while managing competing priorities and deadlines.
• Strong knowledge of the SMSF regulatory framework, superannuation taxation and accounting standards applicable to superannuation funds.
• Experience reviewing complex SMSF files and providing practical technical guidance to team members and clients.
• Advanced experience with Class Super is strongly preferred; experience with other SMSF and practice-management systems will also be valued.
• A bachelor's degree in accounting or a related discipline, or equivalent relevant experience.
• CA or CPA qualification is preferred. SMSF specialist accreditation will be highly regarded.
• Excellent communication, judgement and stakeholder-management skills.
• A proactive, commercially minded approach, with the confidence to improve systems and address issues early.
• A commitment to exceptional client service, professional standards and continuous learning.

What we offer

• Competitive remuneration aligned with experience and capability.
• A fifth week of annual leave for all team members.
• Flexible working arrangements for the right applicant, with the role expected to be primarily based on site in Ballarat.
• Professional development and continuing education opportunities.
• Clear career progression within a growing multidisciplinary group.
• A supportive and collaborative workplace with access to specialists across multiple service areas.
• Free confidential counselling support and a team rewards program.
• Opportunities to work across multiple M Group sites.

About M Group

M Group is a well-established multidisciplinary business hub providing taxation and business advisory, legal, financial planning, loans and finance, agri-business and marketing services. Our Ballarat office is seeking an experienced SMSF leader to manage our specialist SMSF function and contribute to the continued development of our people, systems and client service offering.

Apply

Please submit your resume and a covering letter outlining your SMSF leadership and technical experience to laken.miller @mgroup.partners