SMSF Specialist Advisor

5 days ago


Sydney, New South Wales, Australia beBeeExpert Full time $150,000 - $200,000

Are you a specialist in self-managed superannuation funds looking to advance your career in expert advisory services?

Role Overview

This is a hybrid position that offers the flexibility of working with reduced hours. Our roles can potentially be adjusted to suit your needs.

Key Responsibilities
  • Provide comprehensive guidance on SMSF compliance and tax implications to clients.
  • Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs.
  • Develop and maintain strong professional relationships with clients while identifying new business opportunities.
  • Mentor and train junior staff members on best practices in SMSF management and tax compliance.

Our ideal candidate would have:

  • Experience in managing self-managed superannuation funds.
  • A passion for being part of our National SMSF team.
  • Skills in providing financial reporting and tax compliance services to clients.
Requirements
  • Minimum 3 years' experience in a chartered environment.
  • An aptitude, attitude and willingness to continuously learn and grow.

We offer a competitive salary package which is open to negotiation based on skills and experience.


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