
Strategic SMSF Portfolio Manager
3 days ago
Exciting Opportunity for an SMSF Manager
About the RoleWe 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.
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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