SMSF Senior Analyst

Melbourne, VIC
Permanent
Full-time

1 month ago

SMSF Senior AnalystPrivate Business and Family Advisory | Senior Analyst (1), Senior Analyst (2)Closing date: 14/08/2025We’re a leading network of independent Australian accounting, audit and business advisory firms, working together to enable growth and ambition for our clients. And our people.When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual.And we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them.Our commitment to youAt Pitcher Partners we believe success is better shared. We invest in the future of our people, and a culture that supports us all. When you embark on a career with us, we support your journey in various ways:Your development

Tailored leadership and professional development programs
Secondment opportunities across practice groups internally and internationally through the Baker Tilly International network
Study support to enhance your career and impact including CA and other post graduate study

Your leave and flexibility

Hybrid and flexible working arrangements, and dress for your day
Time In Lieu and client leadership program leave
Paid parental leave, community leave, purchased leave and public holiday swap programs

Your health, finance and extras

Mental health first aid training
Onsite massages and pilates
Employee Assistance Program
Lifestyle and retail discounts through Pitcher+
Free barista made coffee from our onsite café, The Hub
Income protection insurance
Convenient CBD location by Southern Cross station

We’re proud to be a WORK180 Endorsed Employer for All Women. Earned through our continued commitment to the careers of women by offering benefits and policies that support diversity, equity and inclusion. Visit the page a full breakdown of our benefits.About the teamThe Self-Managed Superannuation Fund (SMSF) team sits within the wider practice group Private Business and Family Advisory. SMSF team creates value and improves the way our clients work by providing advice such as; asset protection, business performance, business reporting, accounting and taxation management, wealth protection and generational change management.About the roleAs a Senior Analyst within the SMSF team, you will collaboratively work with the management group to build strategies for our clients to support their wealth for retirement, whilst ensuring that regulatory requirements are met.You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely delivery. You will collaborate with key stakeholders and provide strategic support across all facets of SMSF operations.We actively encourage and support post graduate studies and recognise hard work through our time in lieu and flexible working arrangements. In addition, you will be mentored by senior experts within the group and participate in regular professional development training to further develop your knowledge and skills.Key responsibilities

Preparation of SMSF compliance requirements;
Preparation of SMSF Financial Statements;
Support and provision of SMSF advice to our clients and key stakeholders;
Liaising with external Auditors; and
Team collaboration.

Who we’re afterHere are the some of the key qualifications, skills and personal attributes we’re looking for. If you tick most of the boxes, but not all – that’s ok! We’d still love for you to apply.

Related tertiary qualifications in Accounting or Finance, you are working towards or are CA or CPA qualified and have practical SMSF experience within a professional services firm.
Action orientated, showing initiative and taking responsibility for actions and task completion. Making sure that client expectations are being achieved.
As an aspiring leader you are ambitious, act with integrity and can easily influence and develop relationships with key internal and external stakeholders.

How to applyIf you can see yourself as part of a team that’s about developing meaningful relationships with your clients and your colleagues, and leading with the best ideas, we want to hear from you.Our typical recruitment process for shortlisted applicants will include a phone screening, two interviews and role specific testing or case study. Our recruitment team will walk you through this process and will provide you with all the required information.Once advertising commences, we continually review applications, so encourage you to apply today if you can see yourself in this role.Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds and groups to apply.We are open to discussing how any of our roles can be done on a part time basis and encourage you to let us know if you require any reasonable adjustments to the recruitment process. You can reach out to us at .We are a 2025 Circle Back Initiative Employer – we commit to respond to every applicant.Note for recruitment agencies: While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s or profiles will not be considered. We will not be liable or responsible for any fees or costs associated with unsolicited CV’s or profiles that are shared.

Pitcher Partners

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