Smsf Specialist
8 months ago
**Open Door is dedicated to helping organisations achieve gender balance within their leadership teams.**
Are you ready to advance your career in Superannuation/SMSF Administration/Accounting to the next level? Our client, a highly respected Private Wealth firm known for building strong client relationships and referral partnerships, is seeking a talented individual to contribute to their ongoing success. They are seeking a Self-Managed Superannuation Fund **(SMSF) Client Services Specialist** to join their esteemed team. This role offers career growth opportunities and involves positive client interactions.
**Key Responsibilities**:
- **Client Engagement**:Collaborate closely with clients to gather all necessary financial data for the preparation of SMSF financial reports, tax returns, and audits.
- **Accuracy and Compliance**: Ensure the accuracy and completeness of all SMSF paperwork and transactions before passing them on to our expert accountants and auditors.
- **Financial Reconciliation**:Utilize cutting-edge accounting software to reconcile transactions with precision.
- **Client Support**:Address client queries and oversee the day-to-day operations of SMSFs, providing exceptional phone and written support to resolve SMSF-related inquiries.
- **Regulatory Compliance**: Maintain impeccable regulatory compliance through meticulous recordkeeping.
- **Administrative Excellence**:Manage various ad-hoc administrative tasks and assist with other duties as needed.
- **Process Improvement**: Enhance our business processes while adhering to existing procedures.
- Please Note_: This role is not a traditional bookkeeping or payroll position; it's focused on delivering top-notch SMSF Administration services. You will work closely with clients and internal teams to ensure timely updates, resolve inquiries, and collect essential documentation.
**About You**:
**Relevant Experience**: You bring a wealth of experience in Superannuation/SMSF Administration/Accounting, and possess deep knowledge of the SIS Act and Regulations.
**Adaptability**: Thrive in a fast-paced environment where no two days are the same.
**Attention to Detail**:Your strong attention to detail and organizational skills are second to none.
**Client-Centric**:Your exceptional client relationship skills set you apart from the rest.
**Emotional Intelligence**: Demonstrate the ability to understand multiple perspectives and navigate complex situations with grace.
**What's in it for you**:
- Permanent full-time role
- Competitive Salary + Bonus
- Hybrid work model
- Great central CBD location
Follow our page on LinkedIn for the latest job alerts and market insights.
-
Lead SMSF Specialist
3 weeks ago
Melbourne, Victoria, Australia KPMG Full timeRole OverviewWe are seeking a highly skilled Lead SMSF Specialist to join our team in Parramatta, Brisbane or Melbourne. As a key member of our SMSF Specialist Team, you will be responsible for facilitating the preparation of SMSF workpapers, managing queries from offshore processing teams and ensuring exceptional outcomes and quality of work.About the...
-
SMSF Specialist Division Consultant
6 days ago
Melbourne, Victoria, Australia KPMG Australia Full timeAbout the OpportunityAs a Senior Advisor/Senior SMSF Administrator, you will play a key role in supporting clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSFs) with KPMG Australia.The SMSF Specialist Team continues to grow rapidly and is equipped to deliver new ways of thinking, big-picture...
-
SMSF Accountant Specialist
1 month ago
Melbourne, Victoria, Australia Benneaux Full timeThe ideal candidate will be a highly skilled SMSF Accountant Specialist with a proven track record of delivering outstanding results in a fast-paced environment.As a key member of the Benneaux team, you will be responsible for providing expert advice and guidance to clients on SMSF matters, as well as preparing financial statements and tax returns for...
-
Smsf Manager
2 months ago
Melbourne, Australia RSM Australia Full timeSMSF Manager **SMSF Manager** **Job no**: 494538 **Work type**: Full time **Location**: Melbourne **Categories**: Business Advisory Services **Position Summary** As a Manager at RSM in our SMSF division you will have a broad range of technical, client and supervisory responsibilities. From a technical point of view you will contribute to the preparation...
-
Senior Advisor
3 weeks ago
Melbourne, Victoria, Australia KPMG Australia Full timeKPMG Australia is a leading company in the AU, continuously growing and expanding its services. We are seeking a highly skilled Senior Advisor to join our SMSF Specialist Team.The successful candidate will have a minimum of two years' experience in SMSF administration within an accounting firm. They will be responsible for working closely with the management...
-
SMSF Compliance Expert
3 weeks ago
Melbourne, Victoria, Australia KPMG Full timeKPMG is a leading professional services firm that supports clients in managing their compliance and advisory needs for Self-Managed Superannuation Funds (SMSFs). We have a national team with extensive experience in administration, compliance, and strategic legislative advice regarding all rules and regulations applicable to SMSFs. Our team continues to look...
-
Senior SMSF Administrator Role
6 days ago
Melbourne, Victoria, Australia KPMG Australia Full timeAbout the CompanyKPMG Australia believes diversity of thought, background, and experience strengthens relationships and delivers meaningful benefits to our people, our clients, and communities.We are now looking for a Senior Advisor/Senior SMSF Administrator to join our SMSF Specialist Team in either Parramatta, Brisbane, or Melbourne:With continued growth,...
-
SMSF Director | Melbourne or Sydney
3 months ago
Melbourne, Australia Deloitte Full timeJob Requisition ID: 36472 Big 4 Partnership aspirations World-class learning and leadership programs – to continually drive your career Deloitte Experience (DX) – flexible work arrangements What will your typical day look like? As an SMSF Director in our Deloitte Private team, you will support a talented team nationally who assist some...
-
Associate Director Enterprise Smsf Specialist
6 months ago
Melbourne, Australia KPMG Full time**Company Description**: **KPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market.** We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our...
-
Senior Advisor
1 month ago
Melbourne, Australia KPMG Full timeOur SMSF Specialist Team supports clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSF’s). We are a national team with deep experience in administration, compliance, and strategic legislative advice in relation to all rules and regulations that apply to SMSF’s. We continue to look ahead and...
-
Assistant Manager
6 months ago
Melbourne, Australia KPMG Full timeKPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse expertise together, we...
-
Financial Services Specialist
1 month ago
Melbourne, Victoria, Australia Six Degrees Executive Full timeAbout the CompanySix Degrees Executive is a leading recruitment agency in Melbourne CBD, specializing in finance and banking positions. We are currently seeking a highly skilled Financial Services Specialist to join our client's SMSF finance team.Estimated Salary: $65,000 - $85,000 per annumThe RoleThis is a 6-month contract position with the possibility of...
-
Senior Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia ROC Consulting Full timeOpportunity OverviewWe are seeking a skilled and experienced Senior Financial Services Professional to join our team at ROC Consulting, based in St Kilda.Competitive Salary PackageThe successful candidate will be rewarded with a highly competitive salary package that reflects their skills and experience. This is a rare hybrid role combining Business Services...
-
Senior Financial Compliance Specialist
4 weeks ago
Melbourne, Victoria, Australia On Demand HR Full timeTABS Super Fund Auditors is a leading provider of independent SMSF audit services across Australia.Our team has 15 years of experience ensuring Self-Managed Superfunds meet the highest standards of compliance and accuracy. We pride ourselves on our expert knowledge and dedication to providing a complete, quality-assured service.In this role, you will join...
-
Senior Business Advisor
4 weeks ago
Melbourne, Victoria, Australia Benneaux Full timeBusiness Services AccountantAbout BenneauxWe are a rapidly growing firm with a broad client base across business services, tax, SMSF and business advisory services.Our company promotes work/life balance and a positive, supportive working culture through regular social events.Job Description:As a demonstrated Business Services Senior, your responsibilities...
-
Professional Lending Specialist
3 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRock FinanceWe're a dynamic team of finance experts dedicated to helping our clients achieve their business and personal goals. With a passion for all things finance, we strive to provide exceptional customer service and deliver tailored solutions to meet their needs.Our growing Finance team is seeking a Lending Associate to join our ranks and...
-
Senior Lending Specialist
2 months ago
Melbourne, Victoria, Australia BlueRock Full timeAbout the RoleWe're seeking a dedicated Lending Associate to join our Finance team at BlueRock. As a key member of our team, you'll be responsible for providing exceptional customer service, reviewing loan applications, and overseeing the pre-credit functions of the loan process.Key ResponsibilitiesCustomer Service: Build and maintain strong relationships...
-
Associate Director Enterprise Estate Planning
8 months ago
Melbourne, Australia KPMG Full time**KPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market.** We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse expertise together,...
-
Finance Career Developer
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout UsAt BlueRock Finance, we're a team of enthusiastic finance experts who really know their stuff. We help our wonderful clients make the most of every opportunity while achieving their business and personal goals.Our MissionWe're on a mission to provide exceptional customer service and deliver seamless loan experiences for our clients. We're committed...
-
Contracts Specialist
6 months ago
Melbourne, Australia Freedom Careers Full time**About this Opportunity** - Salary**:$70,000 to $85,000 (negotiable)**: - Fulltime - **Hybrid**: - Opportunity to lead a dynamic team - Strong professional development opportunities - Opportunity to join Australia’s number one property investment team & Australia's 3rd fastest-growing business - High-performing workplace culture - Join a team where we...