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High-Growth Portfolio Leader
3 weeks ago
About the Opportunity:
This is a high-growth position where you will take ownership of a growing portfolio, lead and mentor a team, influence systems and processes as we scale.
Key Responsibilities:
- Prepare and review annual SMSF returns for audit submission
- Oversee workflow management of the lodgement program
- Ensure client documentation is collected and managed efficiently
- Provide clients with guidance on SMSF-related queries, including contribution caps
- Monitor reconciliations
What We Offer:
We invest in our team's growth and development, including overseas trips for senior management to build team and business relationships, interstate travel opportunities for personal and professional development, access to business skills and personal growth training fully funded by the company.