SMSF Portfolio Manager

1 week ago

Parramatta Park, Queensland, Australia KPMG Full time
About the Opportunity

We are seeking an experienced and motivated SMSF Portfolio Manager to join our KPMG Enterprise team in Parramatta. As a key member of our SMSF Specialist Team, you will be responsible for managing a specific SMSF portfolio and delivering exceptional outcomes for our clients.

Key Responsibilities
  • Manage and review the compliance work file, reporting deliverables, and audit outcomes on each fund within your portfolio.
  • Proactively liaise with clients, external auditors, ATO, and internal stakeholders to ensure exceptional outcomes and quality of work.
  • Provide technical advice to clients on the application of superannuation and taxation rules.
  • Further develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients.
  • Assist in both internal training and client events around SMSF topics of interest.
  • Effectively manage billing and internal risk procedures.
Requirements
  • You will have a strong understanding of SMSF laws and regulations, as well as excellent communication and interpersonal skills.
  • You will be able to effectively manage multiple priorities and deadlines, while maintaining a high level of accuracy and attention to detail.
  • You will have a proven track record of delivering high-quality work and meeting client expectations.
What We Offer

We offer a competitive salary of $120,000 - $150,000 per annum, depending on experience, plus benefits and opportunities for professional development.

As a KPMG employee, you will have access to a range of benefits, including flexible working arrangements, career progression opportunities, and a comprehensive training program.

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