
Superannuation Expert Advisor
5 days ago
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you.
This role provides expert advice on compliance and tax implications for Self-Managed Superannuation Funds, while managing client relationships and ensuring adherence to regulations.
This is a hybrid position Sydney. Our roles can potentially be adjusted to work flexibly with reduced hours.
Main Responsibilities:
- Provide expert advisory services on SMSF compliance and tax implications.
- Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs.
- Build and maintain strong client relationships while identifying new business opportunities.
- Mentor and train junior staff on SMSF management and tax compliance best practices.
What We Look For:
- You have worked on self-managed superannuation funds.
- You would be excited to be part of our National SMSF team.
- You have experience in providing financial reporting and tax compliance services to clients.
- Your work portfolio will predominantly be made up of SMSF compliance and advisory work (approximately 60%-70%), with the balance being Private Family tax work.
- Minimum 3 years' experience in a chartered environment.
We Offer You:
- Career development: At EY, your career is yours to shape.
- Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life.
- A comprehensive benefits package.
- Salary: We offer a competitive salary which is open to negotiation pending on skills and experience.
-
Mortgage Financing Expert
5 days ago
Sydney, New South Wales, Australia beBeeMortgage Advisor Full time $120,000 - $150,000Expert Mortgage Lending Specialist Wanted","Job Description:","The ideal candidate will be responsible for assisting clients with their mortgage lending needs, fostering strong relationships and overseeing the process from initial consultation until settlement.","">Key Skills and Qualifications","The successful applicant must possess at least 3-5 years of...
-
Expert SMSF Advisor
1 week ago
Sydney, New South Wales, Australia beBeeAdvisory Full time $100,000 - $150,000Job Opportunity: Expert SMSF AdvisorJob DescriptionAs an expert advisor on Self-Managed Superannuation Funds, you will play a pivotal role in providing top-notch advice on compliance and tax implications. You will effectively manage client relationships, ensure strict adherence to regulations, and mentor junior staff on SMSF management and tax compliance...
-
SMSF Expert Advisor
1 week ago
Sydney, New South Wales, Australia beBeeCompliance Full time $160,000 - $200,000Expert SMSF AdvisorAre you a highly skilled and experienced professional looking to take your career to the next level? Do you have a passion for providing expert advice on compliance and tax implications for Self-Managed Superannuation Funds?We are seeking an exceptional individual to join our team as a Senior Consultant, where you will have the opportunity...
-
Senior Superannuation Legal Advisor
1 week ago
Sydney, New South Wales, Australia beBeeSuperannuation Full time $120,000 - $180,000Job OverviewWe are seeking a seasoned legal professional to spearhead our superannuation business. This role will involve working closely with the team in Sydney or Melbourne, with a minimum of two to three days per week spent in the office.The successful candidate will be responsible for providing expert advice on all aspects of superannuation business,...
-
Superannuation Advisor
7 days ago
Sydney, New South Wales, Australia beBeeCareer Full time $55,000 - $85,000About the RoleWe are seeking a skilled professional to provide information and general superannuation advice to clients via various channels.Key ResponsibilitiesAnswer client enquiries promptly, politely and consistently.Conduct general superannuation advice interviews for clients and their partners.Participate in outbound calling and targeted marketing...
-
Senior Superannuation Lawyer Specialist
2 weeks ago
Sydney, New South Wales, Australia beBeeSuperannuation Full time $180,000 - $250,000The role involves working closely with stakeholders across the wealth businesses and risk functions to provide prompt commercial legal advice. The team seeks an expert who can interpret and apply ASIC regulatory guidance and APRA Prudential Standards related to superannuation.About the RoleInterpret and apply ASIC regulatory guidance and APRA Prudential...
-
Superannuation Expert
5 days ago
Sydney, New South Wales, Australia beBeeProfessional Full time $90,000 - $110,000Job Description:As a Superannuation Member Experience Consultant, you will deliver exceptional service to our members by providing tailored solutions and support.Key Responsibilities:Manage account openings, term deposit openings, terminations, amendments, closures and collaborate with stakeholders.Upload Delta files daily to DEMi.Stay updated on...
-
Expert Financial Advisor
1 week ago
Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $100,000 - $150,000Key Financial Services RoleOur organization focuses on delivering expert advice that empowers clients to make informed financial decisions.We are seeking a qualified Financial Advisor to provide tailored, long-term financial guidance to our clients.The OpportunityThis is a client-facing role where you will build trusted relationships and offer end-to-end...
-
Senior Legal Advisor
7 days ago
Sydney, New South Wales, Australia beBeeLitigation Full time $140,000 - $190,000Job Summary:Legal Advisor RoleWe are seeking an experienced Legal Advisor to join our Litigation Team in Sydney. This is a 5-month contract opportunity for someone who enjoys working in a fast-paced environment.The role involves managing complex legal matters including litigation, document reviews, client and regulatory affairs, and general matter...
-
Superannuation Fund Expert
7 days ago
Sydney, New South Wales, Australia beBeeFundOperation Full time $120,000 - $160,000Unlock the Power of Fund OperationsJob OverviewThis role is at the heart of managing relationships between clients and our organization, ensuring efficient service delivery through collaboration with various functional areas locally and globally.Main ResponsibilitiesEstablish and conduct service reviews with delivery partners, incorporating service metrics...