Company Overview BMR Tax Advisory is a boutique accounting and SMSF administration services firm with a growing division specializing in self-managed superannuation funds (SMSFs). We provide comprehensive SMSF accounting, compliance and advisory services to clients across Australia.
We are a 100% cloud based business that offers ongoing opportunity, training and professional development with flexible employment arrangements.
We have a growing referral base and have enjoyed consistent year on year growth.
About the role We are seeking an experienced SMSF Manager to join our dynamic team. The SMSF Manager will be responsible for overseeing all aspects of our clients' self-managed superannuation funds, ensuring compliance with regulatory requirements and delivering exceptional service to our clients.
This is a hands on role with a main focus on communicating with clients regarding their affairs and managing a team of SMSF Administrators.
This role is ideally suited to a self starter, who is comfortable with working from home 100% of the time. Benefits and perks We encourage a flexible and supportive work environment, with all team members working from home on a full-time basis, with a flat management structure whereby each member of the team is as important as each other.
We encourage ongoing learning and professional development and provide consistent opportunities for each team member to achieve this. We are a new aged practice without time sheets or hierarchy of traditional firms. We also enjoy team building events and flexible working arrangements.
Key Responsibilities: Act as the primary point of contact for clients regarding their SMSFs.Conduct regular meetings with clients and external stakeholders to review their financial statements, SMSF strategies, and retirement plans.Provide expert advice on SMSF establishment, contributions, pensions, and withdrawals.Ensure SMSFs comply with all relevant legislation, regulations, and Australian Taxation Office (ATO) guidelines.Stay updated on changes in SMSF regulations and communicate implications to clients and internal stakeholders.Liaise with external service providers, such as auditors, legal advisors, to ensure seamless fund administration.Collaborate with internal teams, including financial advisors, accountants, and paraplanners, to deliver integrated financial solutions to clients.Provide guidance and mentorship to junior team members on SMSF-related matters.Participate in team meetings and contribute to continuous improvement initiatives.Skills and experience Bachelor's degree in accounting, finance, or a related field.Certified Practising Accountant (CPA) or Chartered Accountant (CA) designation, or working towards preferred.Minimum of 8 years of experience in tax accounting, preferably in a public accounting firm or in SMSF Administration.Thorough knowledge of SMSF tax lawsStrong analytical skills with the ability to interpret complex tax issues and provide practical solutions.Excellent communication and interpersonal skills, with the ability to build rapport and effectively convey technical tax concepts to clients and colleagues.Proficiency in Class SuperDetail-oriented with a commitment to accuracy and quality in all work performed.Ability to manage multiple priorities and meet deadlines in a fast-paced, dynamic environment.Professional demeanor and a dedication to upholding ethical standards and client confidentiality.
