Smsf Manager
1 day ago
What will your typical day look like?As an SMSF Manager, you will be part of a team of talented Managers, Directors, and Partners who assist some of Australia's most iconic families and private enterprises.
Your client portfolio will include self-managed superannuation funds (SMSF) for these family groups and high-profile individuals.
You will be responsible for managing a portfolio of funds, overseeing workflow with support from the onshore and offshore SMSF team.
Your duties will include reviewing financial packages and covering letters for client distribution, client engagement, and billing management.
You will also identify consulting opportunities and may undertake ad hoc consulting work.
The role involves coaching, mentoring, and providing technical support to team members.
About the team Deloitte Private focuses on building authentic relationships with Australia's largest private entities to offer specialized solutions such as tax and business advisory services.
Our culture emphasizes continuous improvement and support, backed by a strong heritage of expertise, enabling us to be competitive globally.
Let's talk about you You are someone with: CA / CPA qualifications SMSF experience Manager / Supervisor-level experience at a professional or accounting services firm Experience with Class software is essential Strong collaborative skills, a dedicated work ethic, and excellent communication skills
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