SMSF Accountant | Onsite Set-Up | SMSF exp (required)

SMSF Accountant | Onsite Set up | SMSF Experience (Required)

Location: Mandaluyong/Clark/Tarlac/Cebu

Shift: 7AM-4PM

Arrangement: Onsite, Full Time

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About this role…

The SMSF Accountant will be working closely with the client to support the business and manage the following tasks:

Key Responsibilities:

• Prepare SMSF financial statements, annual returns, and member statements in line with ATO and SIS compliance requirements
  
• Process fund transactions including contributions, pensions, investments, and expenses using Class Super
  
• Perform daily/weekly bank and investment reconciliations
  
• Liaise with external auditors to support annual fund audits, including preparation of audit packs
  
• Maintain and update member details, beneficiary nominations, and trustee structures
  
• Track and monitor contribution caps, pension minimums, and transfer balance accounts
  
• Assist with actuarial certificate requests and lodgement processes
  
• Monitor compliance events (e.g., residency, segregation breaches) and flag for manager review
  
• Assist in setting up new SMSFs, rollovers, and fund wind-ups
  
• Maintain clean, accurate workpaper documentation and version control
  
• Support broader administrative duties as needed, such as email follow-up, workflow task updates, or data entry for client records
  
• Complete tasks within agreed deadlines and quality standard

Qualifications / Skills:

• Degree in Accounting, Finance, or related discipline
  
• Completion or progress toward CA/CPA preferred
  
• SMSF-specific training or Class Super accreditation (preferred but not essential)
  
• Minimum 1–2 years of SMSF accounting experience in an Australian context
  
• Prior experience working with outsourced teams or within a BPO/SMSF service team preferred
  
• Demonstrated understanding of Australian superannuation and SMSF compliance obligations
  
• Proficiency in Class Super
  
• Strong Excel and cloud accounting software skills
  
• High attention to detail and strong reconciliation ability
  
• Excellent written and verbal communication skills
  
• Ability to follow structured workflows, meet deadlines, and self-manage in a remote environment
  
• Willingness to learn, take feedback, and continuously improve
  
• Professional, accountable, and committed to quality