Senior SMSF Financial Professional

16 hours ago

Sydney, New South Wales, Australia beBeeProfessionalism Full time $180,000 - $250,000
Key Position Overview

This position combines technical expertise with strong client relationships to drive business growth. The successful candidate will provide expert financial services and tax compliance advice for Self-Managed Superannuation Funds in Sydney.

Main Responsibilities:
  • Deliver high-quality advisory services on SMSF compliance and taxation matters.
  • Support clients with the preparation and submission of tax returns and financial statements for SMSFs.
  • Maintain and build strong, long-term client relationships while identifying new opportunities.
  • Train and mentor junior staff in SMSF management best practices.
Essential Skills:
  • A minimum 3 years of experience in a chartered environment.
  • Expertise in providing financial reporting and tax compliance services.
  • Strong proficiency in SMSF compliance and advisory work (approximately 60%-70%), with the balance being Private Family tax work.

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