SMSF Wealth Management Professional

20 hours ago

Melbourne, Victoria, Australia beBeeWealthManager Full time

Job seekers with a passion for wealth management and strategic financial planning are invited to apply for this exciting role as SMSF Manager.

About the Position

This is an exceptional opportunity for a skilled professional to join our team in Melbourne and contribute to delivering high-quality services to some of Australia's most prominent families and private enterprises.

Key Responsibilities:

  • Manage a portfolio of self-managed superannuation funds (SMSFs) for family groups and high-profile individuals.
  • Oversee workflow and provide technical support to team members.
  • Review and prepare financial packages and covering letters for client distribution.
  • Engage with clients and identify consulting opportunities.
  • Undertake ad-hoc consulting work and participate in coaching, mentoring, and team development initiatives.

Requirements

  • Hold CA or CPA qualifications.
  • Have extensive experience in SMSF management and supervisor-level experience at a professional or accounting services firm.
  • Be proficient in Class software and possess strong collaborative skills, a dedicated work ethic, and excellent communication skills.

What We Offer

  • Opportunity to work with a talented team and learn from industry experts.
  • Flexible work arrangements and a supportive work environment.
  • Chance to develop your skills and advance your career in a dynamic and growing organization.

Let's Talk About You

Are you a motivated and experienced professional looking for a new challenge? Do you have a passion for wealth management and a desire to make a meaningful contribution to our team?

  • Smsf Manager

    2 days ago

    Melbourne, Victoria, Australia Buscojobs Full time

    Job Requisition ID : 39153SMSF ManagerOpportunity to support large privately owned businesses and ultra-high net worth familiesLearn from the best in the businessFlexible work arrangementsThis is a unique opportunity for a talented SMSF Manager to join the Deloitte Private Tax and Advisory team in Melbourne.What will your typical day look like?As an SMSF...

  • Senior Wealth Manager

    12 hours ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

    We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.About the RoleWe are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment...

  • Private Wealth Administrator

    9 hours ago

    Melbourne, Victoria, Australia beBeeAdministrative Full time $140,000 - $180,000

    Job OverviewThe role of Associate (Administration) in the Private Wealth, SMSF team involves supporting client teams with day-to-day administrative tasks and managing client data to ensure continued integrity.You will be responsible for attending to tax regulatory lodgments, monitoring client deadlines, and distributing tax regulatory...

  • High Salary: SMSF Senior Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Pitcher Partners Full time

    We're a leading network of independent Australian accounting, audit and business advisory firms, working together to enable growth and ambition for our clients. And our people.When you join Pitcher Partners, you're joining a team with heart. We support each other. We learn together. We're deliberate about fostering relationships that nurture and empower...

  • SMSF Expert

    2 weeks ago

    Melbourne, Victoria, Australia beBeeAccountant Full time $120,000 - $150,000

    Expert SMSF Accountant WantedWe are seeking a skilled and experienced Senior SMSF Accountant to manage end-to-end SMSF compliance and deliver technical expertise. The ideal candidate will have 4-5+ years' experience in SMSF accounting within a public practice setting, be CA/CPA qualified or close to completion, and possess excellent communication and...

  • SMSF Accountant

    2 weeks ago

    Melbourne, Victoria, Australia RSM Full time

    This is a SMSF Accountant role with RSM based in Melbourne, VIC, AU == RSM ==Role Seniority - mid levelMore about the SMSF Accountant role at RSMOUR VALUE PROPOSITIONAt RSM, our purpose is to instill confidence in a world of change for both our clients and our people.RSM Australia supports a people-centric and collaborative culture where we are committed to...

  • Smsf Accountant

    3 weeks ago

    Melbourne, Victoria, Australia Buscojobs Full time

    SMSF AccountantListed: 04 / 08 / 2025Location: Bayside & South Eastern SuburbsJob Type: Permanent / Full TimeReference No.: #140574Highlights Include:Ongoing Professional DevelopmentSMSF FocusCareer AdvancementJob Description:With its success depending on attracting good people and nurturing their talent, this reputable firm is seeking suitable talent to...

  • Senior SMSF Accountant

    2 weeks ago

    Melbourne, Victoria, Australia Profusion Group Full time

    Company OverviewOur client is a respected boutique accounting firm located in Melbourne's inner east. The practice services a select portfolio of high-net-worth individuals, professionals, and private investors, offering expertise across SMSF, tax compliance, and business advisory. The team is collaborative, client-focused, and committed to professional...

  • Wealth Management Professional

    13 hours ago

    Melbourne, Victoria, Australia beBeeWealthmanagement Full time

    Job Title:Wealth Management Professional - Melbourne", "Job DescriptionAs a Wealth Management Professional, you will be responsible for conducting market research to add value to client interactions. This role involves a combination of new business development and managing existing clients across a defined territory.", "Required Skills and QualificationsA...

  • Senior SMSF Accountant

    2 weeks ago

    Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time

    Company OverviewOur client is a respected boutique accounting firm located in Melbourne's inner east. The practice services a select portfolio of high-net-worth individuals, professionals, and private investors, offering expertise across SMSF, tax compliance, and business advisory. The team is collaborative, client-focused, and committed to professional...