SMSF Portfolio Manager

3 hours ago

Parramatta Park, Queensland, Australia KPMGau Full time
About the Role

We are seeking an experienced SMSF Portfolio Manager to join our team in Melbourne. The successful candidate will be responsible for managing a specific SMSF portfolio, ensuring exceptional outcomes and quality of work.

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 seamless communication and high-quality results.
  • Provide technical advice to clients on superannuation and taxation rules.
  • Develop technical expertise working across services, including tax and accounting compliance, and business/tax advisory work for middle-market clients.
  • Assist in internal training and client events on SMSF topics.
  • Effectively manage billing and internal risk procedures.
Requirements
  • Prior experience in SMSF management in a Big 4 or mid-tier accounting firm is highly desirable.
  • CA or CPA qualification is required.
  • Strong collaborative skills, dedicated work ethic, and excellent communication skills are essential.
  • A passion for ongoing learning and professional development is necessary.
About KPMGau

KPMGau is a professional services firm with global outreach and deep sector experience. We work with clients across various industries to solve complex challenges, steer change, and enable growth.

Benefits

We offer a competitive salary, commensurate with experience, ranging from $120,000 to $150,000 per annum, depending on qualifications and performance. Additionally, you can expect:

  • A comprehensive benefits package, including generous paid parental leave, career breaks, and salary packaging options.
  • Opportunities for professional development, training, and networking.
  • A diverse and inclusive work environment that values teamwork, collaboration, and open communication.
How to Apply

If you are a motivated and experienced professional looking for a new challenge, please submit your application, highlighting your relevant skills and qualifications.

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