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.

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.