Senior Portfolio Manager
2 weeks ago
We are seeking a skilled and experienced Senior Portfolio Manager to join our SMSF Specialist Team in Parramatta.
Job DescriptionAs a Senior Portfolio Manager, you will be responsible for managing a specific SMSF portfolio, including workflow management, compliance work file review, reporting deliverables, and audit outcomes. You will also provide technical advice to clients on superannuation and taxation rules and develop your expertise across services including tax and accounting compliance and business/tax advisory work for middle market clients.
Key Responsibilities- Manage and review compliance work files, reporting deliverables, and audit outcomes for each fund within your portfolio
- Proactively liaise with clients, external auditors, ATO, and internal stakeholders to ensure exceptional outcomes and quality of work
- Provide technical advice to clients on superannuation and taxation rules
- Develop your expertise across services including tax and accounting compliance and business/tax advisory work for middle market clients
- Assist in both internal training and client events around SMSF topics of interest
- Effectively manage billing and internal risk procedures
- Develop into a mentor to assist other less experienced team members and encourage their continued professional development
To be considered for this opportunity, your qualifications, skills & experience could include:
- Prior SMSF experience in a Big 4 or mid-tier accounting firm
- CA or CPA qualified
- Strong collaborative skills, a dedicated work ethic, and excellent communication skills
- Class Super experience is desired
- A passion for ongoing learning
The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience. As a valued member of our team, you will enjoy a range of benefits including flexible working arrangements, generous paid parental leave, career breaks, retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options, and more.
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