Strategic SMSF Portfolio Manager

3 days ago


Melbourne, Victoria, Australia beBeeStrategy Full time $100,000 - $150,000

Exciting Opportunity for an SMSF Manager

About the Role

We are seeking a skilled SMSF Manager to join our team in Melbourne.

This is a unique opportunity for professionals with experience in self-managed superannuation funds (SMSFs).

Key Responsibilities
  • Manage a portfolio of SMSFs for high-profile individuals and family groups.
  • Oversee workflow with support from our onshore and offshore teams.
  • Review financial packages and cover letters for client distribution, engagement, and billing management.
  • Identify consulting opportunities and undertake ad hoc consulting work.
  • Coach, mentor, and provide technical support to team members.
About the Team

We focus on building relationships with private entities to offer specialized solutions like tax and business advisory services.

Our culture emphasizes continuous improvement and support, backed by a strong heritage of expertise.

What We Are Looking For
  • CA or CPA qualifications.
  • SMSF experience.
  • Manager-level experience at a professional or accounting services firm.
  • Experience with Class software is essential.
  • Strong collaborative skills, a dedicated work ethic, and excellent communication skills.


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