Senior Advisor
1 month ago
Our SMSF Specialist Team supports clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSF’s). 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 SMSF’s. We continue to look ahead and collaborate with the other service lines in the business to support clients in their continually business success and growth. We are equipped to decisively deliver new ways of thinking, big-picture perspectives and acute insights that help clients make informed.
Your Opportunity
With continued growth, we are now looking to recruit a Senior Advisor/Senior SMSF Administratorto join our SMSF Specialist Team in either Parramatta, Brisbane or Melbourne:
Work closely with the management team to facilitate the preparation of SMSF workpapers, including management of queries from offshore processing team over several portfolios both locally and interstate. Work closely with the management team to meet internal KPIs and lodgement due dates. Liaise with external legal team to facilitate the setup of new SMSF’s, Bare trusts, and other legal documents required within the SMSF space. Proactively liaise with external auditors, ATO and internal stakeholders so as ensure exceptional outcomes and quality of work. Further develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients.How are you extraordinary?
You are passionate about the importance of fantastic communication to share ideas, inspire, and create change. You are able to digest, distil, and communicate complex concepts in both written and verbal forms.
You get things done You’re organised, efficient, and have a high attention to detail to deliver impactful outcomes in a fast paced dynamic environment.
You enjoy working in the details, with a proactive attitude towards accuracy and deadlines.
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