Senior SMSF Accountant - Bengaluru

Reposted Yesterday
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Bengaluru, Bengaluru Urban, Karnataka
In-Office
Mid level
Financial Services
The Role
Responsible for preparing annual financial statements and tax returns for SMSF customers, guiding the customer success team and assisting in onboarding new clients.
Summary Generated by Built In

Stake is looking for a Senior SMSF Accountant to join our team on a remote basis in Bengaluru, India. As Stake look to expand, we will look at other ways of hybrid working in the future. 

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we have 750,000+ customers and more than A$5 billion under administration.

At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone. 

Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way.

About this role

In this role, you will work closely with our Team Lead and India SMSF Lead you will be responsible for preparing the annual financial statements and tax returns for a rapidly growing portfolio of SMSF customers. You will leverage your SMSF industry expertise to guide our dedicated customer success team and deliver an outstanding experience to Stake’s customers. 

You will also have the opportunity to onboard new SMSF customers and assist Stake with further growth. 

A bit about you 

We’re looking for an Accountant with the following interests and experiences:

  • 4-6 years experience in SMSF administration 
  • A passion for Self-Managed Super Funds and the willingness to make your mark in the industry;
  • Masters of Commerce or MBA or CA qualifications (preferable)
  • Excellent communication skills and a willingness to liaise Stake’s customers, and internal stakeholders;
  • Exposure to Class accounting software would be advantageous. 
  • Experience in reconciling EOFY accounts;
  • Experience in preparing annual returns;
  • Preparing EOFY workpapers;
  • Lodge activity statements;
  • Correspond with customers in relation to the finalisation of their EOFY accounts;
  • Work with Stake’s audit panels to facilitate an independent SMSF audit;
  • Liaise with onshore accountants where applicable to follow up matters with regulators  
  • Work with cross-functional teams across Stake 

At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter!

Benefits of working at Stake

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including:

  • Work life and wellbeing: House rent allowance, meal allowance, leave travel allowance, telephone/internet reimbursement, books and periodicals
  • Sonder EAP wellbeing support
  • Extra paid leave during tough times: Bear Days / TOIL 
  • Performance bonus and talent referral bonus
  • Recognition and talent referral bonus
  • Stake celebrations: team gatherings, EOY celebration 

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women. 

So what happens next?

Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way, we’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

Top Skills

Class Accounting Software
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The Company
HQ: Sydney, New South Wales
129 Employees
Year Founded: 2017

What We Do

Stake is an investing platform on a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. Founded in Sydney by Matt Leibowitz and Dan Silver, Stake first gave Australians seamless access to U.S. stocks. Then we launched an ASX platform with $3 CHESS-sponsored trades, followed by an innovative SMSF alternative, Stake Super. Today Stake has grown into a robust financial services company with over 110 employees across Australia, New Zealand, Brazil and the UK. With more than A$2 billion in assets under administration, we serve a global customer base of 500,000+ investors who trust us to help them build their wealth.

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