SMSF Specialist

6 days ago


Brisbane, Queensland, Australia beBeeSkilled Full time $90,000 - $120,000

**SMSF Operations Specialist Role**

Vincents is seeking a skilled SMSF Manager to join our team. As a key member of our SMSF division, you will oversee day-to-day operations and workflow management.

**Key Responsibilities:**

- Reviewing and analysing SMSF financial statements, tax returns, and other documentation for accuracy and completeness.

- Liaising with clients, financial advisors, and external stakeholders to address inquiries, resolve issues, and deliver exceptional client service.

- Contributing to developing and implementing strategies to enhance the efficiency and effectiveness of SMSF processes and procedures.

- Participate in professional development activities to stay up to date on industry trends, regulatory changes, and best practices related to SMSFs.

- Proactively contributing to innovation within the business unit.

**Required Skills and Qualifications:**

- Qualification(s) and/or professional accreditation(s) in a relevant discipline such as Business/Commerce, Accounting, or Finance.

- CA or CPA qualified.

- Demonstrated and proven professional experience within a public practice setting minimum five years' experience within Australian Public Practice environment specialising in SMSFs.

- Professional, client-focused and invested in being a trusted advisor.

- Experience in supervising and leading a team, fostering a collaborative and high-performance work environment.

- Excellent prioritisation, attention to detail, time management and organisational skills with the ability to adapt in high pressure situations.

- Excellent verbal and written communication skills with the ability to explain complex tax concepts in a clear and concise manner.


  • Smsf Specialist

    1 day ago


    Brisbane, Queensland, Australia Prosperity Advisers Full time

    Brisbane FullTime- Award-winning, full-service firm | Ranked 36 in AFR top 100- Highly competitive salary package with extensive employee benefits**Responsible for supervising and developing a team of four SMSF accountants and overseeing the management of 350+ SMSF funds of varying complexities.****About Prosperity**Prosperity is an award-winning, mid-tier...


  • Brisbane, Queensland, Australia beBeeAccountant Full time $100,000 - $110,000

    Manage SMSF compliance, tax reporting and client engagement as a senior accountant.About the Role:Deliver high-quality annual returns, tax compliance and reporting obligations for self-managed super funds.Build strong relationships with clients and act as their primary point of contact for SMSF accounting and tax matters.Collaborate with financial planners...


  • Brisbane, Queensland, Australia KPMG Australia Full time

    This is a Manager – SMSF Specialist role with KPMG Australia based in Brisbane, QLD, AU == KPMG Australia ==Role Seniority - mid levelMore about the Manager – SMSF Specialist role at KPMG AustraliaCompany DescriptionKPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with...


  • Brisbane, Queensland, Australia KPMG Australia Full time

    Company DescriptionKPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse...


  • Brisbane, Queensland, Australia KPMG Australia Full time

    Company DescriptionKPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse...


  • Brisbane, Queensland, Australia beBeeAccountant Full time $82,319 - $115,984

    We are currently seeking a skilled professional to join our team as an SMSF specialist accountant. The role involves working with clients to achieve their financial goals, providing expert advice on superannuation matters and ensuring compliance with relevant legislation.Key Responsibilities:Financial Planning: Prepare and lodge annual financial statements...


  • Brisbane, Queensland, Australia beBeeSMSFSpecialist Full time $100,000 - $130,000

    Our firm seeks an accomplished Senior SMSF Specialist to lead the management of high-net-worth clients. This senior role involves supervising a portfolio of Self-Managed Super Funds, Trusts, Companies, and Property Investments.",


  • Brisbane, Queensland, Australia C3Talent Full time $100,000 - $110,000 per year

    Are you an experienced SMSF Accountant looking to take ownership in a growing and dynamic business? This is a rare opportunity to step into a newly created role within a financial services firm that is experiencing rapid growth and a surge in demand for SMSF accounting services. The Opportunity This business has recently launched a dedicated Accounting...


  • Brisbane, Queensland, Australia KPMG Full time $104,000 - $130,878 per year

    Due to continued growth, we're seeking a Manager to join our SMSF Specialist Team in Brisbane.In this leadership role, you will:Oversee the workflow and performance of a dedicated SMSF portfolio.Lead the review of compliance files, reporting deliverables, and audit outcomes.Build and maintain strong relationships with clients, external auditors, the ATO, and...


  • Brisbane, Queensland, Australia at Full time

    Are you an experienced SMSF Accountant looking to take ownership in a growing and dynamic business? This is a rare opportunity to step into a newly created role within a financial services firm that is experiencing rapid growth and a surge in demand for SMSF accounting services.The Opportunity This business has recently launched a dedicated Accounting...