SMSF Wealth Strategist

1 week ago

Melbourne, Victoria, Australia beBeeStrategist Full time $96,000 - $118,000

We are a leading network of independent Australian accounting, audit and business advisory firms. Our team supports each other, learns together and fosters relationships that nurture every individual.

We believe in sharing success and investing in our people and culture. When you embark on a career with us, we support your journey through:

  • Tailored leadership and professional development programs
  • Secondment opportunities across practice groups internally and internationally
  • Study support to enhance your career and impact

You will collaborate with key stakeholders and provide strategic support across all facets of SMSF operations. Your key responsibilities include:

  • Preparation of SMSF compliance requirements;
  • Preparation of SMSF Financial Statements;
  • Support and provision of SMSF advice to clients and key stakeholders;
  • Liaising with external Auditors; and
  • Team collaboration.

We encourage post graduate studies and offer flexible working arrangements. You will be mentored by senior experts and participate in regular professional development training.

As an SMSF Analyst, you will work collaboratively to build strategies for clients to support their wealth for retirement. You must lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely delivery.

To succeed in this role, you should have related tertiary qualifications in Accounting or Finance, practical SMSF experience and be action orientated with strong initiative and responsibility taking skills.

  • Retirement Wealth Strategist

    1 week ago

    Melbourne, Victoria, Australia beBeeSmsf Full time $90,000 - $120,000

    Senior Analyst Job OverviewThe SMSF Senior Analyst role involves collaborating with management to build wealth strategies for clients in retirement, ensuring regulatory compliance.About the TeamThe SMSF team provides advice on asset protection, business performance, accounting, taxation management, wealth protection and generational change management.About...

  • Senior Wealth Strategist

    4 days ago

    Melbourne, Victoria, Australia beBeeanalyst Full time $90,000 - $120,000

    About This Role">We are seeking an experienced Senior Analyst to join our SMSF team. As a Senior Analyst, you will play a key role in building strategies for clients to support their wealth for retirement.You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely...

  • Chief SMSF Strategist

    5 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $140,000

    Senior SMSF AnalystWe're a leading network of independent accounting, audit and business advisory firms working together to enable growth and ambition for our clients.Investing in the future of our peopleSupporting your career journey through tailored leadership and professional development programsFostering relationships that nurture and empower every...

  • SMSF Accountant

    2 weeks ago

    Melbourne, Victoria, Australia Sequoia Financial Group Full time $104,000 - $130,878 per year

    Exciting OpportunityJoin our dynamic and fast-growing ASX-listed financial services company, Sequoia Financial Group. As we continue to expand, we're seeking an SMSF Accountant to help us ensure that our business continues to thrive within the framework of appropriate governance.About the CompanyAt Sequoia Financial Group, we are not just another financial...

  • Expert SMSF Financial Planner

    5 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $130,000

    **SMSF Financial Planning Expert**We're seeking a talented and ambitious professional to join our team as an SMSF Senior Analyst. This is an exciting opportunity to build strategies that support clients' wealth for retirement, ensuring regulatory requirements are met along the way.As an SMSF Senior Analyst, you'll work collaboratively with management to...

  • Digital Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeProductMarketingManager Full time $90,000 - $120,000

    Job DescriptionSyfe is a digital wealth platform empowering individuals to build their wealth for a better future. Managing well over US $10 billion in assets, the platform caters to different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is...

  • Smsf Senior Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Pitcher Partners Full time

    We're a leading network of independent Australian accounting, audit and business advisory firms, working together to enable growth and ambition for our clients.And our people.When you join Pitcher Partners, you're joining a team with heart.We support each other.We learn together.We're deliberate about fostering relationships that nurture and empower every...

  • Expert SMSF Professional

    6 days ago

    Melbourne, Victoria, Australia beBeeSuperannuation Full time $120,000 - $180,000

    Lead SMSF ExpertWe're seeking a seasoned expert to spearhead the growth of our Private Wealth team.About the Role:Provide strategic guidance on all SMSF-related matters, navigating complex superannuation landscapes.Apply technical expertise, including related party transactions and risk management strategies.Demonstrate exceptional communication skills,...

  • Chief Wealth Strategist

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $240,000

    Job Title: Senior Financial StrategistWe are seeking a seasoned finance professional to lead strategic initiatives within our wealth and capital markets business unit.This role will provide opportunities for dynamic professionals to drive commercial growthSupport high-profile projects, and collaborate with senior teams across the organizationKey Skills and...

  • Smsf Senior Analyst

    4 days ago

    Melbourne, Victoria, Australia Pitcher Partners Full time

    We're a leading network of independent Australian accounting, audit and business advisory firms, working together to enable growth and ambition for our clients. And our people. When you join Pitcher Partners, you're joining a team with heart. We support each other. We learn together. We're deliberate about fostering relationships that nurture and empower...