Manager HNW and SMSF

1 week ago

Brisbane, Queensland, Australia businessDEPOT Full time

We are on the hunt for someone who has a remarkable ability to lean on their versatile range of accounting skills for a niche of clients. If you are a looking for a role that blends tax and superannuation, then this role might be a perfect fit for you

If this sounds like an opportunity you are interested in, send us your cover letter and resume to let us know why you'd be a great fit. Simply apply through the link below to get started

more info

We are conscious that you may not already have all of the necessary skills. We are willing to train you to fill the gaps in your experience for this role – a positive attitude and desire to grow are more important.

You could currently be a SMSF Specialist or a tax/compliance Manager looking to add to your experience and focus on a client base [simpler than business clients but still specialised with the SMSF focus].

You will work alongside one of our Directors to manage a group of High Net Wealth [HNW] tax and SMSF clients. In this role, you will have the opportunity to blend both super and tax skills to deliver value to our clients. Your expertise will be crucial in guiding our clients through intricate tax matters as well as optimizing their wealth management strategies.

You are someone who loves building and maintaining strong client relationships. We are dedicated to providing personalised solutions and strategic insights that help our clients achieve their financial goals.

You will be handed responsibility for a group of clients from day 1... but don't worry, you won't be thrown in the deep end, we will be there to help you along the way

We're not into working in silos or keeping our client relationships all to ourselves. We want our team to dive in, learn, grow, and evolve right alongside us. We're all about teamwork, and you'll be right there, supporting our business plan and mission.

This role will include:

  • Loving a portfolio of clients [predominantly HNW individuals and family groups who are commonly ex-business owners]
  • Helping deliver work to clients and building client relationships, so they come to directly
  • Arming our Director with everything they need to deliver year-end tax returns and SMSF financial statements
  • Reviewing the work of others and developing yourself as a great team manager over time [we already have some great team members]

This role will be a great fit for you if you:

  • Are technically competent with personal tax matters [or have a desire to learn if your background is more SMSF-focused]
  • Are multi-talented from an accounting and tax perspective but enjoy working on the personal side of things more than the business side of things for clients
  • Care to make a difference for these clients and deliver great customer service
  • Have some leadership experience under your belt [or are wanting to grow these skills]
  • Are CA/CPA qualified
  • Love bringing the wow to the customer experience
  • Don't have an issue getting your hands dirty
  • Believe in getting it right and getting it done
  • Are not afraid to have real conversations
  • Can explain complex financial info in a way that makes sense to everyone

The role will be:

  • Filled with variety and will have significant opportunities to progress up the ranks quickly
  • Customer focused
  • A mix of on the tool's work and other responsibilities [depending on how you are wired]
  • Part of a friendly and supportive team with plenty of opportunities for collaboration
  • Supportive of flexible working arrangements
  • At our James St office location [when you are working in the office]

You are someone who:

  • Is great at building and maintaining strong relationships
  • Is approachable and trusting
  • Has a nurturing leadership style
  • Is an open communicator
  • Is comfortable with giving and receiving feedback
  • Has a proactive, can-do attitude

The role will really suit someone who has been doing a similar role in public practice, so please submit your resume and a brief cover letter outlining your experience and skills.

We have a wonderful friendly culture, with flexible working opportunities. If you need some flexibility in your working week, we may be able to accommodate this and we encourage you to apply for the role, indicating the flexibility you require in your application.

Click below to apply now and let's make great things happen together

Eager to discover why you should join us? Dive into the vibrant culture we've created and explore more job opportunities by visiting our careers page.

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