Senior SMSF Portfolio Manager

1 week ago

Parramatta, New South Wales, Australia KPMG Full time
About the Role

KPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising emerging, private, and mid-market clients. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits, and fast-growing companies to build successful, efficient, and resilient organizations.

Our SMSF Specialist Team supports clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSFs). We are a national team with deep experience in administration, compliance, and strategic legislative advice in relation to all rules and regulations that apply to SMSFs.

Your Opportunity

We are seeking an Assistant 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.

  • Manage and review the compliance work file, 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.
  • Further 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.
  • Effectively manage billing and internal risk procedures.
  • Develop into a mentor to assist other less experienced team members and encourage their continued professional development.
What We're Looking For

We are looking for a passionate and organized individual who is able to digest, distill, and communicate complex concepts in both written and verbal forms. You should be able to get things done, be efficient, and have a high attention to detail to deliver impactful outcomes.

You should enjoy working in the details, with a proactive attitude towards accuracy and deadlines. If you are a team player who is able to work collaboratively with clients and stakeholders, we would love to hear from you.

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