SMSF Financial Services Specialist

2 days ago

Melbourne, Victoria, Australia beBeeAnalyst Full time $120,000 - $140,000
Senior Analyst, SMSF Team

We create value for our clients by providing expert advice on asset protection, business performance, accounting and taxation management, wealth protection and generational change management.

As a Senior Analyst in the SMSF team, you will work closely with the management group to develop strategies that support our clients' wealth for retirement, ensuring regulatory requirements are met.

You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise for accuracy, compliance and timely delivery.

Key responsibilities include:

  • Compliance and financial statement preparation
  • Provision of SMSF advice to clients and stakeholders
  • Liaising with external auditors
  • Team collaboration

Action-oriented professionals with related tertiary qualifications in Accounting or Finance are sought. Ambitious individuals who can influence and develop relationships with internal and external stakeholders are ideal candidates.

The role requires strong analytical and communication skills, with the ability to work collaboratively in a team environment.

A tertiary qualification in Accounting or Finance is required, as well as relevant experience in the SMSF industry.

The ideal candidate will have excellent problem-solving skills, with the ability to think critically and strategically.

Benefits include tailored leadership and professional development programs, secondment opportunities, study support and flexible working arrangements.

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