SMSF Advisory Professional

5 days ago

Sydney, New South Wales, Australia beBeeSenior Full time $150,000 - $190,000
Senior SMSF Consultant Role

Job Overview:

This position involves providing expert advisory services on Self-Managed Superannuation Funds (SMSFs) compliance and tax implications, while managing client relationships and ensuring adherence to regulations.

Key Responsibilities:

  • Deliver high-quality advisory services on SMSF compliance and tax implications.
  • Support clients in preparing and lodging tax returns and financial statements for SMSFs.
  • Establish and maintain strong client relationships while identifying opportunities for business growth.
  • Coach and train junior staff members on SMSF management and tax compliance best practices.

Essential Requirements:

  • A minimum of three years' experience in a chartered environment.
  • Proven expertise in self-managed superannuation funds.
  • Experience in delivering financial reporting and tax compliance services to clients.
  • The following skills and attributes are desired but not mandatory; we are looking for individuals with potential, attitude, and a willingness to learn.

Career Development Opportunities:

  • Flexible work arrangements.
  • Ongoing career development support.
  • A comprehensive benefits package.

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