Assistant Manager
12 hours ago
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
- Bachelor's degree in Accounting, Finance, or a related field
- 4-7 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
- 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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