SMSF Specialist

4 weeks ago


Sydney, New South Wales, Australia AXR Full time
About the Role

We are seeking an experienced SMSF Specialist to join our team at AXR. As a Chartered Accounting firm, we offer a unique opportunity to work with a growing SMSF portfolio and provide high-quality service to our clients.

Key Responsibilities
  1. Preparation and analysis of SMSF returns
  2. Analysis and compilation of tax obligations
  3. Client consulting (Statement of Advice) and structure investment planning
  4. Compliance, maintenance, and review of portfolio records
  5. Client interaction and engagement
Requirements
  • CPA/CA qualification (or studying) and additional SMSF credentials (SPAA, RG 146)
  • Experience in BGL and/or CLASS Super
  • Strong SMSF background and technical skills
  • Excellent communication and presentation skills
What We Offer

At AXR, we value our employees and offer a range of benefits, including ongoing training and development opportunities, a positive and progressive culture, and a flexible work-life balance.


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