Accountant (SMSF)

Posted 7 Days Ago
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Adelaide, South Australia, AUS
In-Office
Junior
Fintech • Software • Financial Services
The Role
Process self-managed superannuation funds for clients, preparing financial statements, tax and regulatory returns, reconciliations, work papers, pension calculations, and transfer balance reports. Perform final checks before audit, meet lodgement deadlines, ensure compliance with legislation and company policy, and support workflow automation and process improvement.
Summary Generated by Built In

Findex is looking for an SMSF Accountant to join our Adelaide team. In this role, you'll perform accurate superannuation fund processing for a diverse range of clients, providing accounting and taxation services including financial statements, tax returns, reconciliations and work papers, all completed in line with industry legislation, regulation and Group policy.
Your role, your contribution! 
- Process client superannuation funds in a compliant and timely manner, within applicable lodgement deadlines.

- Prepare accurate, on-time reports for managers, including exception reporting of funds.

- Prepare financial statements, income tax returns, regulatory returns, business activity statements, instalment activity statements and annual reconciliations for clients, ensuring work is compliant, accurate and within budget.

- Conduct final checks of processed funds in preparation for audit, following Findex best practice.

- Process transactions for trustees, benefit transfers, contributions and benefit payments, including pension calculations.

- Prepare documentation for Account Based Pensions or Transition to Retirement Income Streams, along with associated Transfer Balance Reporting.

- Support process improvement and efficiency by utilising standardised workflows and automation, in line with Group guidelines.
What you’ll bring
- 2+ years' accounting experience, with a strong understanding of accounting principles, taxation standards and financial reporting.

- Degree qualified in Accounting; commenced CA, CPA or equivalent desirable.

- Excellent communicator able to liaise with other team members and the wider group, to facilitate a high-performance team

- Strong analytical and problem-solving skills, with excellent attention to detail.

- Adaptable and collaborative, with strong time management across multiple, competing deadlines

If this role sounds like a good fit - Apply now!
Our Impact: Why Findex?   

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. 

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.  

For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best - supporting your growth, your team, and the clients who trust us to make a real difference.  

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.  

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.  

Skills Required

  • 2+ years of accounting experience
  • Strong understanding of accounting principles
  • Strong understanding of taxation standards
  • Strong understanding of financial reporting
  • Degree qualification in Accounting
  • CA, CPA, or equivalent qualification commenced
  • Excellent communication skills
  • Strong analytical and problem-solving skills
  • Excellent attention to detail
  • Adaptability and collaboration
  • Strong time management across competing deadlines
Am I A Good Fit?
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The Company
HQ: Melbourne, Victoria
2,022 Employees

What We Do

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

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