
SMSF Specialist
6 days ago
**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.
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