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Senior SMSF Accountant - India at Stake

Role overview

Qualifications

  • Strong experience in SMSF administration
  • Technical accounting expertise
  • Customer-focused mindset
  • Attention to detail

Responsibilities

  • Manage a growing portfolio of SMSF customers
  • Ensure timely delivery of financial statements, tax returns and compliance obligations
  • Contribute to process improvements and customer experience initiatives
  • Build trusted relationships with customers and internal stakeholders

Key facts

Other skills

  • Communication
  • Organizational Skills
  • Detail Oriented

About the company

Stake logo

Stake

Stake is an investing platform on a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We started by offering easy access to U.S. stocks, now available 16 hours per trading day. Our ASX platform disrupted the local market with $3 CHESS-sponsored trades. Then Stake Super was launched to provide hassle-free SMSFs that make sense for more Australians. Growing from a fintech startup to robust financial services company, Stake now has staff in four countries, over A$3 billion under management and 500,000+ customers who trust us in building their wealth.

Company details

Company size51 - 200

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Job description

About Stake

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to ASX and Wall St, we’ve empowered a new wave of investors. Today, we have 750,000+ customers and more than A$8B under administration. Join us as we continue to reshape the financial industry, inspire investor confidence and unleash the investor in everyone.

About the role

We are looking for a Senior SMSF Accountant to join our Stake Super team in Pune, India.

Stake Super is helping reshape how Australians engage with self-managed superannuation. As the business continues to grow, we're building a high-performing team focused on delivering exceptional customer outcomes while simplifying an industry that has traditionally been complex and fragmented.

As a Senior SMSF Accountant, you'll play a key role in managing a growing portfolio of SMSF customers and ensuring the timely delivery of high-quality financial statements, tax returns and compliance obligations. You'll combine technical expertise with strong stakeholder management, helping customers navigate important milestones while supporting the continued growth and operational excellence of the business.

This role offers meaningful ownership and the opportunity to influence how Stake delivers SMSF services at scale. You'll work closely with Customer Success, Operations and Accounting teams across the business, contributing to process improvements, customer experience initiatives and the continued evolution of our SMSF offering. This role is fully remote.

What success looks like

Within your first two years, you'll have:

  • Built trusted relationships with customers and internal stakeholders, consistently delivering high-quality SMSF accounting outcomes
  • Managed a growing portfolio of SMSF customers while maintaining strong standards of accuracy, timeliness and compliance
  • Delivered annual financial statements, tax returns and regulatory obligations efficiently across a broad range of SMSF structures and scenarios
  • Helped improve operational processes and workflows that increase scalability and enhance the customer experience
  • Developed deep expertise across Stake Super products and services, becoming a trusted source of knowledge for colleagues and customers
  • Built strong partnerships with auditors, regulators and cross-functional teams to ensure smooth and efficient fund administration
  • Contributed to the growth of Stake Super by helping customers confidently manage and grow their retirement savings
  • Played a meaningful role in raising operational standards and strengthening the overall quality of Stake's SMSF service offering

You'll thrive here if…

  • You have strong experience in SMSF administration and enjoy working with complex superannuation structures and compliance requirements
  • You combine technical accounting expertise with a customer-focused mindset and strong attention to detail
  • You communicate clearly and confidently with customers, colleagues and external stakeholders
  • You're highly organised and can manage competing priorities while maintaining a consistently high standard of work
  • You enjoy identifying opportunities to improve processes and contribute to operational excellence
  • You take ownership, work proactively and enjoy being part of a collaborative, high-performing team

Bonus if you've ever

  • Worked with Class or similar SMSF administration platforms
  • Managed end-to-end preparation of SMSF financial statements, tax returns and regulatory lodgements
  • Supported audit processes and worked closely with external SMSF auditors
  • Worked with Australian accounting, tax or superannuation legislation in a specialist SMSF environment
  • Contributed to process improvement or operational scaling initiatives within an accounting or financial services business

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.

We also have perks through our Grow with Stake program, including:

  • House rent allowance
  • Meal allowance
  • Leave travel allowance
  • Telephone and internet reimbursement
  • Books and periodicals allowance
  • Sonder EAP wellbeing support
  • Additional leave including Bear Days and TOIL
  • Performance bonus and talent referral bonus
  • Recognition awards and celebrations
  • Team gatherings and end-of-year celebrations

So what happens next?

Once we've received your application, we'll give it the attention it deserves and 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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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