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Portfolio Manager for High Net Worth Individuals

2 weeks ago

Melbourne, Victoria, Australia beBeeCompliance Full time $100,000 - $150,000
Senior SMSF Accountant Role

We are seeking a seasoned Senior SMSF Accountant to join our team, with expertise in managing high-quality portfolios and delivering technical compliance.

  • End-to-end SMSF compliance, including financials, tax returns, and audit preparation.
  • Work directly with high net worth individual clients and their advisors to deliver tailored solutions.
  • Contribute to business advisory projects.
  • Review work completed by junior and offshore team members, providing feedback and support.
  • Stay abreast of industry developments, ensuring best practice standards are upheld.
  • Manage workflows and support the broader SMSF team's operational needs.

About You:

  • 4–5+ years' experience in SMSF accounting within a public practice setting.
  • Chartered Accountant or Certified Public Accountant qualification, or close to completion.
  • Proven experience managing a portfolio of SMSFs.
  • Strong interest in business advisory work.
  • Professional and articulate communicator, comfortable dealing with high-calibre clients.
  • Eager to step into a leadership role and help mentor junior team members.

What We Offer:

  • Structured career development opportunities.
  • Involvement in both compliance and advisory – a broad, rewarding scope of work.
  • A flexible hybrid working model.
  • Exposure to a premium client base of high net worth individuals and professionals.
  • A supportive leadership culture, collaborative team environment, and strong staff retention.
  • Modern systems and streamlined workflows, including offshore team support.