In the last 25 years, McKinley Plowman (MP+) has grown to be one of WA's largest and most successful full service practices.
With a diverse service offering to our clients, developed using the skills of our team, we look to take our own business and our client's businesses to new heights and further success.
We have accountants, business advisors, dedicated wealth experts, property specialists, superannuation specialists, finance brokers and our own marketing and branding consultancy.
Our services differentiate us, but our people define us.
Note: We request that you apply directly to us in your own capacity as no resumes will be accepted from recruitment agencies in relation to this position.
Job Description
About the Role:
MP+ is seeking a skilled and client-focused Superannuation Accountant to join its team. In this role, you’ll be responsible for managing a portfolio of Self-Managed Superannuation Fund (SMSF) clients and ensuring their compliance with taxation and superannuation regulations. You’ll handle the end-to-end compliance process, including the preparation of financial statements, income tax returns, and liaising with auditors and actuaries.
This role also involves strong relationship management, internal collaboration with the SMSF and financial planning teams, and active involvement in business development initiatives.
This position offers flexibility and could be structured as a 4-day part-time role for the right candidate, making it ideal for professionals seeking work-life balance while continuing to work in a high-performing and supportive environment.
Key Responsibilities:
Client Care & Relationship Management
Manage a dedicated portfolio of SMSF clients, ensuring their taxation and compliance needs are met
Maintain regular, proactive communication with clients to build trust and identify value-adding opportunities
Provide advice, attend client meetings, and follow up with timely and clear communication
Compliance & Superannuation
Prepare year-end compliance work for SMSFs including financial statements and income tax returns
Set up new SMSFs and manage ongoing tax payment reminders
Work collaboratively with auditors and actuaries to ensure all reporting and compliance standards are met
Ensure ATO lodgements, Centrelink reporting, and other regulatory deadlines are consistently achieved
Technical Development & Advisory
Maintain up-to-date knowledge of SIS legislation, superannuation tax law, and compliance obligations
Use SMSF software (preferably Class) to process client work efficiently and accurately
Identify superannuation or financial planning issues and recommend suitable strategies
Teamwork & Leadership
Support less experienced team members through mentoring and training, particularly on tax returns and SMSF processes
Contribute to a positive, values-driven team environment
Participate in firm meetings, training sessions, and social events
Business Development
Promote the firm's services and identify referral opportunities across MP+ departments
Actively participate in firm-hosted and external events to build the firm's brand
Assist with marketing initiatives and provide input into business improvement opportunities
Key Performance Indicators (KPIs):
Maintain 80% personal productivity (net of write-offs)
Meet annual billing and referral targets
Ensure timely and accurate lodgement of all compliance obligations
Achieve strong client retention and satisfaction
Contribute to team development and performance review processes
Desired Skills and Experience
Skills and Experience Required:
Approximately 5 years of experience in an SMSF-focused accounting role in public practice
Strong knowledge of SMSF legislation, compliance, and tax rules
Experience with SMSF accounting software (Class preferred)
Proficiency in the use of accounting and tax preparation software
Excellent communication, interpersonal, and relationship management skills
Proven ability to manage a client base independently
Capacity to identify and pursue new business opportunities
Strong time management, organisational, and prioritisation skills
