Logo for Stake

SMSF Accountant - India

Role overview

Qualifications

  • 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

Responsibilities

  • Prepare annual financial statements and tax returns for SMSF customers
  • Support the Customer Success team to deliver an outstanding experience for Stake customers
  • Onboard new SMSF customers
  • Investigate and resolve reconciliation differences and data discrepancies

Key facts

Other skills

  • Communication
  • Collaboration

About the company

Stake logo

Stake

Financial Services

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

IndustryFinancial Services
Company size51 - 200

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Accountant - General Related jobs

Other jobs at Stake

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.