Senior SMSF Portfolio Manager

3 days ago

Sydney, New South Wales, Australia beBeeCompliance Full time $160,000
Senior SMSF Professional Opportunity

We are seeking a highly skilled and experienced professional to manage a portfolio of Self-Managed Super Fund (SMSF) accounts.

Key Responsibilities:
  • Manage a portfolio of SMSF funds, ensuring accuracy, compliance, and technical excellence.
  • Perform final reviews and ensure timely delivery of high-quality services.
  • Liaise with the team to resolve technical issues and stay up-to-date with SMSF legislation and ATO requirements.

Candidate Profile:

  • Significant experience in SMSF management, preferably with large portfolios.
  • Proficient in SMSF compliance, superannuation law, and ClassSuper.
  • Strong analytical and problem-solving skills, with excellent communication and interpersonal skills.
  • Qualifications: CA, CPA, ASFA qualified and/or SMSF Specialist course completed.

A Competitive Package and Central Sydney Location

Why This Role?

This is an exceptional opportunity for a senior SMSF professional to take their career to the next level. With a stable and well-structured firm, you will have the opportunity to work on complex and challenging projects, develop your skills, and enjoy a competitive remuneration package.

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