Expert SMSF Financial Planner

20 hours ago

Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $130,000
**SMSF Financial Planning Expert**We're seeking a talented and ambitious professional to join our team as an SMSF Senior Analyst. This is an exciting opportunity to build strategies that support clients' wealth for retirement, ensuring regulatory requirements are met along the way.As an SMSF Senior Analyst, you'll work collaboratively with management to develop financial plans tailored to clients' needs. You'll lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy and compliance.You'll also collaborate with key stakeholders and provide strategic support across all facets of SMSF operations. Our team actively encourages postgraduate studies and recognizes hard work through flexible working arrangements.Key responsibilities include:
  • Preparation of SMSF compliance requirements;
  • Preparation of SMSF Financial Statements;
  • Support and provision of SMSF advice to clients and key stakeholders;
  • Liaising with external Auditors;
  • Team collaboration.
We're looking for someone who's action-oriented, ambitious, and has practical experience in SMSF. If you're passionate about making a meaningful impact, this could be the perfect opportunity for you.

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