Manager, Superannuation & SMSF
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About the Role
We have a rare opportunity for an experienced Manager to join our specialist Superannuation team, with a focus on Self-Managed Superannuation Funds (SMSFs). The role will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, provide technical guidance and review, develop junior team members and build strong client relationships. The successful candidate will have strong SMSF technical knowledge and experience across compliance and advisory matters including, but not limited to pensions, contributions, estate planning and fund restructures.
Key responsibilities
- Manage a portfolio of SMSF clients and build strong, trusted client relationships.
- Manage and review SMSF financial statements, tax returns and associated compliance work.
- Review team members' work and provide technical guidance and coaching.
- Manage workflow, budgets, WIP and engagement delivery to agreed timeframes.
- Identify and assist with SMSF advisory opportunities, particularly where ...
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