Smsf Specialist

Details of the offer

Highly successful firm specialising in accounting and financial planning services Opportunity to specialise purely in SMSF accountingAbove market salary on offerFuture progression opportunities availableExceptional firm with strong processes, supportive leadership, and a community mindsetThe Opportunity:This highly reputable accounting firm is a well-known organisation in the public practice accounting and wealth services industry.
Due to continual growth, they are now in need of an experienced SMSF specialist to support an SMSF Manager.
About The Role:You will administer and help manage a portfolio of funds (approx.
400) made up of both accumulation and pension funds.
Duties include:
Review compliance documents (financial statements and tax returns)Allocate work to and manage the workflow of junior accountantsEnsure jobs are completed effectively by meeting technical standards and deadlinesManage a portfolio of clients and maintain strong client relationshipsEnsure clients are made aware of their compliance obligationsProvide general advice in relation to setting up funds, navigating pension stage funds and the process of buying property etc.Liaise closely with on-site financial advisor and external stakeholdersYour Experience:Minimum of 2 years' experience working with self-managed super funds in an Australian accounting firmWe will consider tax accountants with SMSF experience wanting to specialise in SMSF AccountingExperience with Class Super is highly regardedHOW TO APPLY?Click on APPLY and attach your resume.
Alternatively, contact Richard Erikson (Director) for a confidential discussion:
******07 3229 8020, 0450 311 804https://www.linkedin.com/in/richard-erikson-b4925637/For a full list of similar vacancies, visit: https://www.bentleyrecruitment.com.au/jobs

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Nominal Salary: To be agreed

Job Function:

Requirements

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