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Expert SMSF Analyst Role

2 weeks ago


Melbourne, Victoria, Australia beBeeSenior Full time $85,000 - $110,000

As a key member of our team, you will be responsible for providing expert analysis and advice to clients on their self-managed superannuation funds.

This involves working closely with the management group to build strategies that support client wealth for retirement, while ensuring regulatory requirements are met.

You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely delivery.

Collaboration with key stakeholders is essential in this role, as you will provide strategic support across all facets of SMSF operations.

Our team fosters a culture of learning and development, encouraging postgraduate studies and recognizing hard work through flexible working arrangements.

Regular professional development training will further develop your knowledge and skills, ensuring you stay up-to-date with industry developments.

In this role, you will have the opportunity to:

  • Prepare SMSF compliance requirements;
  • Prepare SMSF Financial Statements;
  • Support and provision of SMSF advice to our clients and key stakeholders;
  • Liaise with external Auditors;
  • Collaborate with the team to achieve business goals.

Key qualifications and skills for this role include:

  • Related tertiary qualifications in Accounting or Finance;
  • Professional certifications such as CA or CPA;
  • Practical experience in SMSF management within a professional services firm;
  • Action-orientated approach with initiative and responsibility for task completion;
  • Ambitious leadership style with integrity and ability to influence relationships.

Benefits of joining our team include:

  • Hybrid and flexible working arrangements;
  • Time In Lieu and client leadership program leave;
  • Paid parental leave, community leave, purchased leave and public holiday swap programs;
  • Mental health first aid training;
  • Onsite massages and pilates;
  • Employee Assistance Program;
  • Lifestyle and retail discounts;
  • Income protection insurance.

Our organization values diversity and encourages underrepresented groups to apply. We also welcome applications from those who require reasonable adjustments to the recruitment process.