SMSF Expert Advisor

1 week ago

Sydney, New South Wales, Australia beBeeCompliance Full time $160,000 - $200,000
Expert SMSF Advisor

Are you a highly skilled and experienced professional looking to take your career to the next level? Do you have a passion for providing expert advice on compliance and tax implications for Self-Managed Superannuation Funds?

We are seeking an exceptional individual to join our team as a Senior Consultant, where you will have the opportunity to utilize your expertise to deliver high-quality services to clients.

This is a hybrid position that offers flexible work arrangements, allowing you to balance your work and personal life.

The Role:

As a Senior Consultant, you will be responsible for providing expert advisory services on SMSF compliance and tax implications, while managing client relationships and ensuring adherence to regulations.

You will also assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs, build and maintain strong client relationships, and mentor junior staff on SMSF management and tax compliance best practices.

Key Responsibilities:
  • Provide expert advisory services on SMSF compliance and tax implications.
  • Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs.
  • Build and maintain strong client relationships.
  • Mentor and train junior staff on SMSF management and tax compliance best practices.
Requirements:
  • Minimum 3 years' experience in a chartered environment.
  • Experience in providing financial reporting and tax compliance services to clients.
  • Ability to work across multiple projects and clients, including high-net worth individuals and large family groups.
  • Contribute to strategic planning for, and the implementation of, superannuation strategies and advice, along with family governance frameworks and structures.

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