Senior SMSF Specialist

3 weeks ago


Sydney, New South Wales, Australia Charterhouse Full time

Role Overview:

This is a dynamic opportunity for an SMSF Specialist to join our team at Charterhouse. As a senior member of our SMSF team, you will be responsible for reviewing tax returns and financial statements for SMSF, liaising with advisers, working directly with clients on SMSF advice and solutions, and collaborating with external auditors.

Key Responsibilities:

  • Review tax returns and financial statements for SMSF prepared by outsourced accountants.
  • Liaise with advisers across the business on SMSF-related issues and advice.
  • Work directly with clients on SMSF advice and solutions.
  • Collaborate with external auditors.
  • Assist in planning and managing workflow within the SMSF team.

What We Offer:

  • A flexible working policy with hybrid arrangements available.
  • Personalised career development plans, high-quality training, and ongoing support.
  • Opportunity to work on high-quality clients and gain exposure to a diverse range of SMSF work.
  • A strong growth trajectory and clear pathway to progress.
  • Regular pay reviews and bonuses.

Requirements:

  • Intermediate, Senior, or Assistant Manager level in SMSF.
  • Familiarity with BGL 360 and Class Super.


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