Senior SMSF Specialist

2 weeks ago


Sydney, New South Wales, Australia Lawson Elliott Full time
Job Summary

We are seeking a highly skilled Senior SMSF Specialist to join our progressive and forward-thinking firm. As a key member of our team, you will play a crucial role in the preparation and administration of Self-Managed Super Funds (SMSFs).

About the Role
  • Prepare and administer all SMSFs, including financial statements, annual returns, and BAS.
  • Ensure compliance with regulatory requirements and identify opportunities to enhance fund performance.
  • Provide advisory services on SMSF-related matters and lead by example, educating and managing junior staff in SMSF preparation.
  • Assist in the financial planning of SMSFs and contribute to the growth and success of our firm.
Requirements
  • 5+ years local experience in SMSF.
  • CA or CPA qualification, or studying towards it.
  • Excellent knowledge of SMSF software.
  • Exceptional written and verbal communication skills.
  • Commitment to working in a collaborative and high-performing team environment.
What We Offer
  • A competitive salary of $115,000 - $130,000 package, plus study support and ongoing fees.
  • Flexible working hours and a genuine work-life balance.
  • A down-to-earth, friendly, and engaging team culture.
  • Ongoing professional development opportunities.
  • A family-friendly environment that values work-life balance.


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