Expert SMSF Financial Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $150,000

We are seeking a highly skilled Financial Advisor to join our team. In this role, you will provide expert advice on Self-Managed Superannuation Funds (SMSFs) and tax implications.

About the Role

This is a hybrid position that requires strong analytical and problem-solving skills. You will work with clients to understand their financial goals and objectives and provide tailored solutions to meet their needs.

  • Provide expert advisory services on SMSF compliance and tax implications;
  • Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs;
  • Build and maintain strong client relationships while identifying new business opportunities;
  • Mentor and train junior staff on SMSF management and tax compliance best practices.
Requirements

To be successful in this role, you will need:

  • A minimum 3 years' experience in a chartered environment;
  • Experience in providing financial reporting and tax compliance services to clients;
  • Strong knowledge of SMSF regulations and tax laws;
  • Excellent communication and interpersonal skills;
  • Ability to work across multiple projects and clients.
What We Offer

We offer a competitive salary and a comprehensive benefits package, including:

  • Flexible work arrangements;
  • Career development opportunities;
  • A dynamic and inclusive work environment.

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