Chief SMSF Strategist

5 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $140,000
Senior SMSF Analyst

We're a leading network of independent accounting, audit and business advisory firms working together to enable growth and ambition for our clients.

  • Investing in the future of our people
  • Supporting your career journey through tailored leadership and professional development programs
  • Fostering relationships that nurture and empower every individual at the heart of our culture

We invest in you through:

  • Tailored leadership and professional development programs
  • Secondment opportunities across practice groups internally and internationally
  • Study support to enhance your career and impact

Your benefits include:

  • Hybrid and flexible working arrangements
  • Time In Lieu and client leadership program leave
  • Paid parental leave, community leave, purchased leave and public holiday swap programs

About the role

The Self-Managed Superannuation Fund (SMSF) team provides advice on asset protection, business performance, accounting and taxation management.

This is an opportunity for you to build strategies for clients to support their wealth for retirement while ensuring regulatory requirements are met.

You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely delivery.

Main responsibilities:

  • Preparation of SMSF compliance requirements;
  • Preparation of SMSF Financial Statements;
  • Support and provision of SMSF advice;
  • Liaising with external Auditors; and
  • Team collaboration.

Requirements:

  • Related tertiary qualifications in Accounting or Finance;
  • CA or CPA qualified with practical SMSF experience;
  • Action orientated and taking responsibility for actions and task completion;
  • Ambitious and acting with integrity, influencing and developing relationships with key stakeholders.

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