SMSF Advisory Specialist

3 days ago

Sydney, New South Wales, Australia beBeeSeniorConsultant Full time $120,000 - $180,000

With a proven track record of delivering high-quality SMSF solutions, this role offers the opportunity to join a dynamic team and contribute to shaping the future of superannuation advice.

About the Opportunity

This Senior Consultant position is responsible for providing expert advisory services on SMSF compliance and tax implications. The ideal candidate will have a strong background in self-managed superannuation funds, with experience in providing financial reporting and tax compliance services to clients.

  • Provide expert advisory services on SMSF compliance and tax implications.
  • Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs.
  • Build and maintain strong client relationships while identifying new business opportunities.
  • Mentor and train junior staff on SMSF management and tax compliance best practices.
Key Responsibilities

The successful candidate will be responsible for:

  • Delivering high-quality SMSF advice to clients.
  • Managing client relationships and identifying new business opportunities.
  • Mentoring and training junior staff.
  • Staying up-to-date with changes in superannuation legislation and regulations.
Skills and Qualifications

To be successful in this role, you will need:

  • A strong understanding of SMSF compliance and tax implications.
  • Experience in providing financial reporting and tax compliance services to clients.
  • Strong communication and interpersonal skills.
  • Able to work independently and as part of a team.
Benefits

We offer a comprehensive benefits package, including:

  • Career development opportunities.
  • Flexible work arrangements.
  • A competitive salary.
About Us

We are a leading provider of SMSF advice and solutions. Our team is dedicated to delivering exceptional service to our clients and helping them achieve their financial goals.

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