Senior Portfolio Manager
4 weeks ago
A highly sought-after position has become available within our SMSF Specialist Team in Melbourne. As a seasoned professional, you will have the opportunity to leverage your expertise and drive business success.
About the Role- The successful candidate will be responsible for managing a specific SMSF portfolio, ensuring exceptional outcomes and quality of work.
- You will liaise with clients, external auditors, ATO, and internal stakeholders to deliver impactful results.
- Provision of technical advice on superannuation and taxation rules will be a key aspect of this role.
- Further development of your technical expertise across services, including tax and accounting compliance, and business/tax advisory work, is expected.
- Mentoring less experienced team members and contributing to internal training and client events will also be part of your responsibilities.
- Prior experience in SMSF roles within Big 4 or mid-tier accounting firms is preferred.
- CA or CPA qualification is required.
- Strong collaborative skills, a dedicated work ethic, and excellent communication skills are essential.
- A passion for ongoing learning and commitment to staying up-to-date with industry developments are highly valued.
We offer a competitive salary range of $120,000 - $150,000 per annum, depending on experience.
In addition to a comprehensive salary package, you can expect:
- A generous benefits program, including flexible working hours and locations.
- Opportunities for career growth and professional development.
- An inclusive and supportive work environment that values diversity and promotes work-life balance.
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