Senior SMSF Accountant

If you're an experienced SMSF accountant looking for a role where your expertise is valued and your growth is supported, we'd love to hear from you.

Join a welcoming team where you can make a genuine impact, build strong client relationships and be part of a culture that celebrates collaboration, professional development and shared success.

Why PT?

2023 Business of the Year and 2023 Best Regional Business (Toowoomba Chamber Business Awards)

We are an award-winning financial services firm dedicated to helping our clients thrive through tailored advice, trusted relationships and practical financial solutions. From business lending to personal finances, we take pride in delivering personalised service that makes a real difference.

For more than 50 years, we have been building trusted relationships with clients across the region. With team members in Toowoomba, Stanthorpe and Brisbane, we provide exceptional service across Accounting, Superannuation, Business Advisory, Bookkeeping, ESG, Leasing & Finance, and Financial Planning.

We are currently seeking a Senior SMSF Accountant to join our team in our Toowoomba or Stanthorpe office. We are also open to Hybrid working options for the right candidate.

Key Responsibilities:

• The SMSF Accountant is responsible for managing the delivery of SMSF accounting, compliance, and reporting services under the direction and supervision of the Head of Service Offering. The role ensures a client-centric approach where expectations are met, deadlines are achieved, and advice is delivered clearly and accurately.
• SMSF Compliance & Reporting – Prepare and review SMSF financial statements, tax returns, BAS/IAS, TBARs, and supporting workpapers, ensuring compliance with ATO and SIS Act requirements and timely lodgment
• Reconciliations & Audit – Reconcile investment portfolios, bank accounts, and member balances within Class Super/BGL360; liaise with auditors to support efficient annual audits
• Complex Fund Management – Manage SMSFs with pension and accumulation members, related party investments, limited recourse borrowing arrangements (LRBAs), and complex fund structures while ensuring ongoing compliance
• Client Strategy & Collaboration – Work closely with clients, financial planners, internal stakeholders and advisors to identify opportunities relating to contributions, pensions, estate planning, and tax-effective superannuation strategies
• Technical Support & Improvement – Maintain up-to-date knowledge of SMSF legislation and ATO requirements, provide technical guidance to team members, and contribute to process improvements and workflow efficiencies
• Client Service & Relationship Management – Build and maintain strong client relationships through responsive communication, proactive support, and high-quality service delivery
• Workflow & Deadline Management - Monitor lodgment deadlines, prioritise workloads effectively, and ensure all compliance obligations are completed accurately and on time

What you'll need to succeed:

• Qualifications & Experience – Degree in Accounting, Commerce, or related discipline; CA/CPA qualified or currently studying; minimum 3+ years’ experience within public practice and SMSF accounting/compliance
• Technical Skills – Strong understanding of SMSF legislation, SIS Act compliance, pension reporting, and Australian taxation requirements; proficiency in Class Super, and Microsoft Office. 
• Analytical & Detail-Oriented – Strong reconciliation, analytical, and problem-solving capabilities with excellent attention to detail
• Communication & Teamwork – Excellent written and verbal communication skills with the ability to build trusted relationships with clients, advisors, auditors, and internal stakeholder
• Time Management & Accountability – Ability to manage multiple deadlines, prioritise competing tasks, and work autonomously within a fast-paced environment
• Cultural Fit – Positive, proactive, collaborative, and aligned with our core values and commitment to exceptional client service

What‘s on Offer:

• A culture that truly is second-to-none! One where we celebrate our successes, learn from each and every experience and have fun along the way
• Early office closure on all Fridays (1 pm)
• Competitive salaries and employee benefits such as Flex (flexibility), Paid Birthday Leave & Study Leave, Social Club and a strong focus on Team Culture
• Hybrid working option for the right candidate

If you're looking for a role where you'll be supported, challenged and valued, we'd be delighted to welcome you to our team.

**Any offer of employment will be subject to a successful National Police Check