Senior Financial Services Specialist

1 week ago

Melbourne, Victoria, Australia beBeeExpertise Full time $100,000 - $120,000

Job Title: Senior Financial Services Specialist

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We are seeking a proactive and experienced SMSF professional to join our team.

This role involves managing a portfolio of SMSF clients, providing expert advisory services, and ensuring compliance across all aspects of SMSF administration. You will also have the opportunity to collaborate closely with partners, directors, and managers, sharpening your leadership skills and technical expertise while being supported in your professional development.

This is an ideal opportunity for:

  • Someone who is ready to take on more responsibility and autonomy
  • A strong communicator with excellent client engagement and problem-solving skills
  • An individual who values collaboration, professional growth, and long-term career development

About the Role:

As a Senior Financial Services Specialist, you will be responsible for:

  • Managing and administering a portfolio of SMSF clients, ensuring accurate and timely reporting
  • Providing practical and strategic advice on SMSF matters, including contributions, pensions, and investment strategies
  • Liaising confidently with clients, auditors, and stakeholders, taking the lead in key interactions and providing a consistent, professional client experience

What We Offer:

  • A welcoming and team-driven environment
  • Strong support system
  • Opportunities for professional growth and development

Requirements:

  • 4+ years of hands-on experience in accounting and tax compliance for SMSF clients
  • Demonstrated ability to communicate effectively with clients and stakeholders
  • Solid working knowledge of SMSF legislation and compliance, with experience in preparing SMSF accounts and tax returns

Apply Now: If this sounds like you, submit your CV and a cover letter outlining your experience and how you would thrive in this role.

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