SMSF Specialist

3 days ago


Jamnagar, India beBeeExpert Full time

SMSF Specialist - Join our team as an SMSF Manager in Australia.This is a unique opportunity to work with a leading business consultant. As an SMSF Manager, you will be responsible for overseeing the workflow and performance of a dedicated SMSF client portfolio, ensuring all tasks are completed accurately, timely, and within budget.We are looking for a highly skilled and experienced professional with a minimum of 3-5 years of practical experience in SMSF accounting, taxation, and compliance. The ideal candidate will have demonstrated experience in a management or supervisory role and hold a tertiary qualification in Accounting, Finance, or a related degree.The successful candidate will possess strong working knowledge of Australian SMSF regulations, accounting standards, and tax laws. Proficiency in BGL 360, Class Super, Xero, MYOB, or similar SMSF/accounting software is also essential.Key Responsibilities: Portfolio Management: Oversee the workflow and performance of a dedicated SMSF client portfolio, ensuring all tasks are completed accurately, timely, and within budget. Technical Review & Compliance: Lead the review of all compliance files, financial statements, annual returns, and audit outcomes. Ensure strict compliance with the SIS Act and other relevant superannuation legislation and ATO guidelines. Client & Stakeholder Relations: Build and maintain strong, professional relationships with clients, and external auditors, resolving queries and clarifying fund-related matters. Team Leadership & Mentoring: Manage, mentor, and coach junior team members, fostering a culture of learning, excellence, and continuous improvement in technical knowledge and efficiency. Process Optimisation: Develop, maintain, and implement efficient work processes and best practices for smooth team operations and scalability. Professional Development: Stay updated with changes in SMSF legislation, ATO updates, and industry trends, actively participating in training sessions.Required Skills & Qualifications: Experience: Minimum of 3-5 years of practical experience in SMSF accounting, taxation, and compliance, preferably within an Australian KPO or accounting practice. Certifications: Professional certifications (CA or CPA qualified) and an SMSF specialist designation are highly regarded. Education: Tertiary qualification in Accounting, Finance, or a related degree is mandatory. Skills: Excellent written and verbal communication skills, proficiency in BGL 360, Class Super, Xero, MYOB, or similar SMSF/accounting software.



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