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Senior Portfolio Manager

1 month ago

Parramatta Park, Queensland, Australia KPMG Full time

About KPMG

KPMG is a leading professional services firm with deep experience in administration, compliance, and strategic legislative advice. Our national team continues to look ahead and collaborate with other service lines to support clients in their business success and growth.

Your Opportunity

We are now looking to recruit a Senior Portfolio Manager to join our SMSF Specialist Team in Melbourne. This role offers an exciting opportunity to work across services including tax and accounting compliance and business/tax advisory work for middle market clients.

  1. You will be responsible for the workflow management of a specific SMSF portfolio, ensuring exceptional outcomes and quality of work.
  2. Manage and review the compliance work file, reporting deliverables, and audit outcomes on each fund within your portfolio.
  3. Proactively liaise with clients, external auditors, ATO, and internal stakeholders to ensure seamless communication and collaboration.
  4. Provide technical advice to clients on the application of superannuation and taxation rules.
  5. Further develop your technical expertise working across services, including tax and accounting compliance, and business/tax advisory work.
  6. Assist in both internal training and client events around SMSF topics of interest.
  7. Effectively manage billing and internal risk procedures.
  8. Develop into a mentor to assist other less experienced team members and encourage their continued professional development.

What We Offer

A competitive salary package of $120,000 - $150,000 per annum, depending on experience, plus benefits and opportunities for career growth and professional development.

About You

To succeed in this role, you will require strong communication and organisational skills, with the ability to digest, distil, and communicate complex concepts in written and verbal forms. You must be proactive, efficient, and detail-oriented, with a high level of accuracy and attention to deadlines.