SMSF Accountant - India

Posted 24 Days Ago
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Pune, Maharashtra, IND
In-Office
Mid level
Financial Services
The Role
Prepare annual financial statements and tax returns for SMSF customers, onboard new SMSF clients, support Customer Success, and process accounting transactions (reconciliations, contributions, pensions, rollovers, corporate actions). Investigate and resolve reconciliation differences, handle complex transactions (LRBAs, crypto, foreign investments, derivatives, property), maintain workflow systems and file notes, and collaborate with cross-functional teams.
Summary Generated by Built In
SMSF Accountant.

We’re an Australian investing platform on a mission to provide a seamless, immersive experience that breaks barriers for ambitious investors. We serve more than 500K investors globally, with over A$3B in assets under administration.

More than an investing platform, Stake is a brand that stands for progress. That applies to our customers and our team. Our working environment is energetic, collaborative and supportive – everyone is encouraged to take ownership and challenged to deliver high-quality work.

Our internal mantra is ‘never settle’, and we share an ambition to grow the business. This is your opportunity to join a fast-growing scaleup as it becomes a robust financial services company.

About this role

Stake is looking for an Intermediate Self-managed Super Fund (SMSF) Accountant to join our team remotely. As we continue to grow, we’ll explore hybrid ways of working in the future.

You’ll work closely with our Senior SMSF Accountant to prepare annual financial statements and tax returns for a rapidly growing portfolio of SMSF customers.

You’ll use your SMSF industry expertise to support our dedicated Customer Success team and help deliver an outstanding experience for Stake customers.

You’ll also onboard new SMSF customers and support Stake’s continued growth.

A bit about you

We’re looking for an accountant with the following experience and capabilities:

  • Three to five years’ experience in SMSF administration
  • A master’s degree in commerce or an MBA is preferred
  • Experience using Class accounting software
  • Excellent communication skills and a willingness to liaise with Stake customers and internal stakeholders
  • Experience processing accounting transactions, including bank reconciliations, term deposits, investment reconciliations for assets such as shares and managed funds and member balances
  • Experience processing contribution allocations, pension payments, rollovers and benefit payments
  • The ability to prepare and review workpapers for completeness and accuracy
  • The ability to investigate and resolve reconciliation differences and data discrepancies
  • Experience processing corporate actions, including dividends, dividend reinvestment plans, capital returns, mergers, demergers and share restructures
  • Experience handling more complex transactions, including limited recourse borrowing arrangements, cryptocurrency, foreign investments, derivatives and property investments, where applicable
  • The ability to update workflow systems and maintain accurate file notes throughout the preparation process
  • A collaborative approach to working with cross-functional teams across Stake

At Stake, we value hustle over honours degrees, so we’re more interested in you than your resume. If you’re ready to jump into this role headfirst and be part of our mission, apply and tell us why in your cover letter.

Benefits of working at Stake

At Stake, you’ll have the autonomy to make an impact while learning from some of the best talent in the industry. You’ll play a meaningful role in building a company with plenty of momentum and opportunity ahead.

There are perks too. We recently introduced a range of benefits through our Grow with Stake program. You can explore the full list on our Careers website.

Stake is an equal opportunity employer that values diversity. We’re committed to providing an inclusive working environment and don’t 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 receive your application, we’ll give it the attention it deserves and let you know the outcome either way.

We’re a 2024 Circle Back Initiative Employer, which means we’re committed to responding to every applicant. If we think you’d be a great addition to the team, we’ll give you a call and guide you through the recruitment process.

To all recruitment agencies: Stake doesn’t accept agency resumes. Don’t forward resumes to our jobs alias or directly to Stake employees. Stake isn’t responsible for fees related to unsolicited resumes.

Skills Required

  • Three to five years' experience in SMSF administration
  • Master's degree in commerce or an MBA
  • Experience using Class accounting software
  • Excellent communication skills and willingness to liaise with customers and stakeholders
  • Experience processing accounting transactions including bank reconciliations, term deposits, investment reconciliations and member balances
  • Experience processing contribution allocations, pension payments, rollovers and benefit payments
  • Ability to prepare and review workpapers for completeness and accuracy
  • Ability to investigate and resolve reconciliation differences and data discrepancies
  • Experience processing corporate actions (dividends, DRP, capital returns, mergers, demergers, share restructures)
  • Experience handling complex transactions including limited recourse borrowing arrangements, cryptocurrency, foreign investments, derivatives and property investments
  • Ability to update workflow systems and maintain accurate file notes
  • Collaborative approach to working with cross-functional teams
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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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