Senior SMSF Portfolio Manager

6 days ago

Parramatta, New South Wales, Australia KPMGau Full time
Job Opportunity

KPMGau is seeking a highly skilled Senior SMSF Portfolio Manager to join our SMSF Specialist Team in Parramatta. As a key member of our team, you will be responsible for the workflow management of a specific SMSF portfolio, ensuring exceptional outcomes and quality of work. Your technical expertise will be utilized to provide advice to clients in relation to the application of superannuation and taxation rules. You will also be responsible for managing and reviewing compliance work files, reporting deliverables, and audit outcomes on each fund within your portfolio. Additionally, you will be expected to develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients.

Key Responsibilities
  • Manage and review compliance work files, reporting deliverables, and audit outcomes on each fund within your portfolio.
  • Proactively liaise with clients, external auditors, ATO, and internal stakeholders to ensure exceptional outcomes and quality of work.
  • Provide technical advice to clients in relation to the application of superannuation and taxation rules.
  • Develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients.
  • Assist in both internal training and client events around SMSF topics of interest.
  • Effective management of billing and internal risk procedures.
  • Develop into a mentor to assist other less experienced team members and encourage their continued professional development.

Requirements
  • Prior SMSF experience in a Big 4 or mid-tier accounting firm.
  • CA or CPA qualified.
  • Strong collaborative skills, a dedicated work ethic, and excellent communication skills.
  • Class Super experience is desired.
  • A passion for ongoing learning.

About KPMGau
KPMGau is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change, and enable growth. Our people are what make KPMGau the thriving workplace that it is, and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who've got your back. You'll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

What We Offer
KPMGau offers a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options, and more. Diverse candidates have diverse needs, and we're committed to providing a supportive and inclusive environment for all our employees. If you're passionate about the importance of fantastic communication to share ideas, inspire, and create change, and you're able to digest, distil, and communicate complex concepts in both written and verbal forms, we'd love to hear from you.

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