Assistant Manager
2 weeks ago
About the Role We are seeking an experienced and dedicated Assistant Manager to join our Self-Managed Superannuation Fund (SMSF) team within a Top 50 AFR Ranking Accounting Firm.
The role can either be based out of the Brisbane or Sydney office.
This role offers an exciting opportunity for a motivated professional to contribute to the growth and success of our SMSF division.
The ideal candidate will have a strong background in SMSF administration, compliance, and supervision, with 4-7 years of relevant work experience.
Key Responsibilities Assist in managing the day-to-day operations of the SMSF team, ensuring efficient workflow and high-quality service delivery Oversee the preparation and lodgment of SMSF annual returns, financial statements, and other compliance documents Provide technical support and guidance to team members on complex SMSF matters Conduct regular quality checks on SMSF work to ensure compliance with relevant legislation and internal policies Liaise with clients, auditors, and regulatory bodies to resolve SMSF-related issues and queries Contribute to the development and implementation of SMSF processes and procedures to improve efficiency and accuracy Monitor changes in SMSF legislation and regulations, and ensure the team is up-to-date with current requirements Assist in training and mentoring junior team members to develop their SMSF knowledge and skills Participate in client meetings and presentations to discuss SMSF strategies and provide expert advice Collaborate with other departments to ensure seamless integration of SMSF services with broader financial planning and accounting offerings Assist in the preparation of management reports and key performance indicators for the SMSF division Identify opportunities for process improvement and automation within the SMSF workflow Contribute to business development initiatives and help grow the SMSF client base Required Qualifications and Experience Bachelor's degree in Accounting, Finance, or a related field4-7 years of experience in SMSF administration, compliance, and supervision Strong knowledge of SMSF legislation, regulations, and compliance requirements Proficiency in SMSF software platforms and tools Experience in managing and mentoring team members Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work under pressure and meet deadlines Attention to detail and commitment to delivering high-quality work Preferred Qualifications Professional accounting qualification (CA, CPA, or equivalent)SMSF Specialist Advisor (SSA) designation or willingness to obtain Experience with a variety of SMSF structures
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