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SMSF Portfolio Manager

2 months ago

Adelaide, South Australia SuperGuardian Corporation Full time
About the Role

SuperGuardian Corporation is seeking a highly skilled and experienced Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional support to our clients with their Self-Managed Superannuation Fund (SMSF) compliance, tax, and accounting obligations.

Key Responsibilities:

  • Manage a portfolio of clients and staff, ensuring the accuracy and efficiency of online reporting, year-end financial statements, and day-to-day administration matters.
  • Collaborate with our team to build and deliver solutions that meet our clients' needs.
  • Develop and maintain relationships with a national network of high net worth individuals, accountants, and financial advisers from leading financial institutions, investment banks, and share brokers.
  • Identify opportunities to transfer new business to SuperGuardian Corporation, engaging with advisers and potential clients.

About the Business

SuperGuardian Corporation is a market-leading company specializing in administration, accounting, online reporting, and technical services for SMSFs. With a head office in Adelaide and a team of over 90 staff, we are a fast-growing, national business serving clients across Australia.

We are committed to providing an inclusive, positive, and supportive work environment for our team. Our company values serve as the foundation for our operations, defining who we are, how we service our clients, and how we empower our team.

Our Values:

  • Client Centric
  • Progressive
  • Empowered

We regularly host social activities and monthly lunch and learn sessions to support our team's growth and well-being.

Requirements:

  • Tertiary qualifications in Accounting and preferably CA/CPA qualified.
  • Minimum of 3 years' experience in the accounting profession, including exposure to the SMSF industry.
  • Strong communication skills with the ability to develop effective relationships with a range of stakeholders.
  • Alignment with our values of Client-Centric, Trusted, Progressive, Empowered, and Innovative.