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SMSF Portfolio Manager

2 weeks ago

Perth, Western Australia beBeePortfolio Full time $110,000 - $150,000
SMSF Portfolio Manager Role

This is a senior leadership position overseeing the management of SMSF portfolios. The ideal candidate possesses extensive experience in SMSF accounting and complex client situations.

  • Portfolio Administration: Lead the administration of SMSF portfolios, ensuring accuracy and timeliness in tasks.
  • Superannuation Knowledge: Stay up-to-date on new super changes and rules, applying this expertise to manage SMSF funds effectively.
  • Tax and Business Services: Contribute to tax and business services across companies, leveraging SMSF accounting expertise to drive results.
  • Communication Skills: Demonstrate excellent written and oral communication skills, building strong relationships with clients and colleagues.
  • Team Leadership: Guide a team of experienced staff members, providing guidance and support for exceptional outcomes.

Our Offerings:

  • Flexibility: Enjoy flexible working hours, balancing core office hours with work-from-home arrangements.
  • Standard Week: Maintain a standard week of 36.5 hours, with a finish time of 4 pm on Fridays.