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SMSF Specialist

2 weeks ago


Sydney, New South Wales, Australia beBeeExpert Full time $120,000 - $150,000

SMSF Senior Consultant

As a seasoned professional in Self-Managed Superannuation Funds, you will provide expert advice on compliance and tax implications. You will manage client relationships and ensure adherence to regulations.

Your 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 while identifying new business opportunities
  • Mentor and train junior staff on SMSF management and tax compliance best practices
The Ideal Candidate:
  • Must have experience in providing financial reporting and tax compliance services to clients
  • Minimum 3 years' experience in a chartered environment
  • Ability to work across multiple projects and clients, including high-net worth individuals and large family groups

Benefits of the Role:

This role offers an opportunity to specialize in a niche area of finance and make a real impact on clients' lives.

About the Role:

This is a challenging and rewarding role that requires a deep understanding of SMSF regulations and compliance requirements.