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.

Requirements

Must-haves

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

Nice-to-haves

Bonus if you've ever
Performance bonus and talent referral bonus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: breezy
Effort: medium