Join a Team Where Your Impact Matters
At Alexander Spencer, we’re more than just accountants – we’re growth partners. Ranked in the Australian Financial Review’s Top 100 and recognised as one of the fastest-growing firms in the country, we’re proud to be celebrated for our innovation, collaboration, and excellence. With expertise across Accounting, Finance, Taxation, Consulting, Financial Planning, Advisory, Bookkeeping and Insurance, our team is dedicated to helping businesses thrive.
Your Role in Our Mission
We are seeking either a highly skilled and motivated SMSF Manager or Senior Accountant ready to step up. You will be responsible for overseeing and managing SMSFs across a diverse client portfolio. This role requires exceptional attention to detail, strong analytical skills, leadership capabilities and the ability to provide expert advice on SMSF compliance and regulations.
What You’ll Do:
- Manage a large portfolio of SMSFs, ensuring compliance with relevant legislation, regulations, and reporting requirements.
- Conduct thorough reviews of SMSF financial statements, tax returns, and audit reports to ensure accuracy and adherence to industry standards.
- Provide expert advice and guidance to clients on SMSF strategies, investment options, and retirement planning.
- Present to clients and provide expert insights to clients on superannuation matters.
- Oversee accounting and audit workflows to ensure timely delivery and optimal resource efficiency.
- Contribute to the growth of the firm’s SMSF services through strategic initiatives and business development.
- Build and maintain strong relationships with clients, addressing their queries and concerns promptly and professionally.
- Collaborate with internal teams to deliver effective SMSF services.
- Assist in the preparation of SMSF documentation, including trust deeds, investment strategies, and member statements.
- Manage, develop and review the work of the offshore team.
- Stay updated on industry trends, legislative changes, and best practices related to SMSFs, and communicate relevant information to clients and colleagues.
- Provide monthly reporting to the Partner group.
What We’re Looking For
We value people who are driven, curious, and committed to excellence. You’ll thrive in this role if you have:
- Bachelor’s degree in accounting, finance, or a related field.
- SMSF Specialist Advisor, or similar qualification, or aim for attainment (preferred).
- Proven experience in managing SMSFs, preferably across a diverse client portfolio with a structured and methodical approach.
- In-depth knowledge of SMSF legislation, compliance requirements, and reporting obligations.
- Strong analytical skills with the ability to interpret complex financial data and provide accurate recommendations.
- Excellent communication and interpersonal skills to effectively liaise with clients and colleagues.
- Proficiency in using SMSF software and accounting systems (preferably BGL Simple Fund 360).
- Professional certifications such as CPA or SMSF Specialist Advisor (SSA) will be highly regarded.
Why Join Us?
Working at Alexander Spencer means more than a paycheque. Here’s what you can look forward to:
Growth Opportunities: Access to mentorship, training, and support to advance your career. Exposure to an interesting client base ranging in size and industry.
Work-Life Balance: We are one big team and love to collaborate in person. We offer 1 WFH day.
Team Spirit: Enjoy casual Fridays, social activities, recognition and an open, fun and supportive team environment.
Modern Workplace: Our office features standing desks, snacks and a stocked bar for end-of-week celebrations.
Additional Perks: Performance-based bonuses, referral incentives, and access to our wealth advisory, mortgage, and insurance teams.
Ready to Make a Difference?
If you’re ready to elevate and join a team where your impact is valued, we’d love to hear from you.
How to Apply: Submit your application with a cover letter detailing why you’re the ideal candidate for this role. For more about us, visit our website or follow us on LinkedIn.
We can’t wait to welcome our next team member and unlock new levels of growth together.
Note: Only candidates who have relevant Australian experience and the right to work in Australia will be considered.
