
Expert SMSF Advisor
24 hours ago
We are seeking an experienced Senior SMSF Consultant to join our team of experts in providing tailored superannuation solutions to high-net worth individuals and families.
- Job Description:
- In this role, you will work closely with clients to understand their complex financial situations and provide expert advice on compliance and tax implications for Self-Managed Superannuation Funds (SMSFs).
- You will also be responsible for assisting clients with the preparation and lodgment of tax returns and financial statements for SMSFs, as well as building and maintaining strong client relationships while identifying new business opportunities.
- Your expertise will help shape strategic planning for, and the implementation of, superannuation strategies and advice, along with family governance frameworks and structures.
Key Skills and Qualifications:
- Minimum 3 years' experience in a chartered environment, preferably with skills and attributes such as:
- Experience in providing financial reporting and tax compliance services to clients
- Aptitude, attitude, and willingness to learn
- Ability to work across multiple projects and clients
What We Offer:
- A competitive salary package
- Flexible work arrangements
- A comprehensive benefits package
- Opportunities for career development and growth
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work under pressure and meet deadlines
- High level of integrity and discretion
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