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SMSF Specialist Advisor Role at KPMG

1 month ago


Melbourne, Victoria, Australia KPMG Full time

As a Senior Advisor in our Self-Managed Super Fund (SMSF) team, you will play a key role in supporting clients with SMSF compliance and advisory. Our team is dedicated to helping individuals manage their retirement savings effectively.

We are seeking an experienced SMSF specialist to join our team as a Senior Advisor. The successful candidate will have minimum two years experience in SMSF administration within an accounting firm and be able to work closely with the management team to facilitate the preparation of SMSF workpapers.

Key responsibilities include:

  • Working closely with the management team to meet internal KPIs and lodgement due dates
  • Liaising with external legal teams to facilitate the setup of new SMSFs and other legal documents required within the SMSF space
  • Proactively liaising with external auditors, ATO, and internal stakeholders to ensure exceptional outcomes and quality of work

You will also have the opportunity to further develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients.

We offer a competitive salary range of $80,000 - $110,000 per annum, depending on experience, plus benefits such as professional development opportunities and a collaborative work environment.