Senior SMSF Portfolio Manager

1 week ago

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

We are seeking an experienced and skilled 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, ensuring exceptional outcomes and quality of work.

Key Responsibilities
  • 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 seamless communication and collaboration.
  • Provide technical advice to clients on the application of superannuation and taxation rules.
  • Develop and maintain 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 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.
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.

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