
Senior SMSF Leadership Position
3 days ago
Job Description
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- As a Senior SMSF Manager, you will oversee the day-to-day operations of our SMSF team, providing guidance and mentorship to junior staff members.">
- Key responsibilities include reviewing financial statements, fund establishment and administration, as well as serving as a key technical resource on complex matters.">
- Additionally, you will be responsible for overseeing workflow, compliance, and client service, partnering with the Director on strategy, growth, and innovation initiatives.">
- Continuous improvement of systems and processes to support scalable, efficient operations is also a critical aspect of this role.">
Requirements
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- Proven experience in team leadership or second-in-charge roles, with a strong track record of growing within a large group.">
- Strong technical knowledge of SMSF tax, structuring, strategies, compliance and regulatory obligations.">
- Confidence working with and supporting financial/investment advisers.">
- Experience with Class, BGL or equivalent platforms.">
- Solutions-oriented person who is collaborative, enjoys being hands-on and overseeing, developing and empowering a team.">
- Strong communication, interpersonal, and stakeholder management skills.">
- CA/CPA qualified.">
Benefits
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- Be part of a thriving, forward-thinking SMSF operation backed by a respected national group.">
- Direct line to decision-makers with a clear voice in strategy and process improvement.">
- Culture of excellence, collaboration, and professional development.">
- Real opportunity for short and long-term incentives.">
- Flexible work arrangements and industry-leading systems.">
- Make your mark in a business that values people, performance, and purpose.">
Why Join Us?
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- We are committed to creating diverse and inclusive workplaces for our candidates and clients.">
- Our culture is built on excellence, collaboration, and professional development.">
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