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SMSF Portfolio Manager

2 weeks ago


Perth, Western Australia beBeeManagement Full time $110,000 - $150,000
Managerial Position in SMSF ManagementAbout the Opportunity:

This managerial role entails overseeing all aspects of managing a portfolio of Self-Managed Superannuation Funds. The ideal candidate will have extensive experience in SMSF accounting and be able to work independently.

Key Responsibilities:
  • SMSF Administration and Compliance of funds
  • Understanding of superannuation legislation and regulations
  • Opportunities to work on tax and business services across companies
  • Excellent written and oral communication skills
  • Ability to work autonomously
  • Team player
  • Experience managing and working closely with clients and meeting their expectations
  • Overseeing work produced by trained and experienced staff members
Qualifications and Skills:
  • At least 8 years' experience in SMSF accounting in Australia dealing with a large number of clients and advanced complexity of funds.
  • Excellent verbal and written communication.
  • Strong professional presentation towards clients and colleagues, able to build and maintain client relationships.
Benefits:
  • Flexible working hours, balance between office and remote work.
  • Standard week is 36.5 hours (4pm finish Friday).
Position Details:
  • Full-time position.
  • Senior Manager level.
  • Job Function: Accounting/Auditing, Administrative, Consulting.
  • Industry: Accounting.