Job Description 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 continued 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 an Assistant Manager to join our SMSF Specialist Team in Melbourne. 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 so as ensure exceptional outcomes and quality of work. Provision of technical advice to clients in relation to the application of the 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 Ability to assist in both internal training and client events around SMSF topics of interest. Effective management of billing and internal risk procedures. Develop into a mentor to assist other less experienced team members and encourage their continued professional development 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 organized, efficient, and have a high attention to detail to deliver impactful outcomes. You enjoy working in the details, with a proactive attitude towards accuracy and deadlines.
