Assistant Manager - SMSF

Bel & Bril Talent Advisors; City of Brisbane, Council of the City of Sydney; Hybrid; AUD 80,000 - 100,000; Full time

Job summary

A leading accounting firm seeks an experienced Assistant Manager for their SMSF team. This role involves managing operations, ensuring compliance with SMSF regulations, and mentoring junior staff. Candidates should have a Bachelor's degree and 4-7 years in SMSF administration. Offers an exciting opportunity for growth within the firm.

Qualifications

• 4-7 years of experience in SMSF administration, compliance, and supervision.
• Strong knowledge of SMSF legislation, regulations, and compliance requirements.
• Excellent communication and interpersonal skills.

Responsibilities

• Assist in managing the daily operations of the SMSF team.
• Oversee compliance documents and SMSF annual returns.
• Provide technical support on complex SMSF matters.

Skills

SMSF administration

Compliance

Supervision

Analytical skills

Problem-solving skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

SMSF software platforms

Job description

Ready to Supervise the SMSF team? We are looking for a Senior Accountant who would like a career step up to Assistant Manager - SMSF.

About the Role

We are seeking an experienced and dedicated Assistant Manager to join our Self-Managed Superannuation Fund (SMSF) team within a Top 50 AFR Ranking Accounting Firm. The role can either be based out of the Brisbane or Sydney office. This role offers an exciting opportunity for a motivated professional to contribute to the growth and success of our SMSF division. The ideal candidate will have a strong background in SMSF administration, compliance, and supervision, with 4-7 years of relevant work experience.

Key Responsibilities

• Assist in managing the day-to-day operations of the SMSF team, ensuring efficient workflow and high-quality service delivery
• Oversee the preparation and lodgment of SMSF annual returns, financial statements, and other compliance documents
• Provide technical support and guidance to team members on complex SMSF matters
• Conduct regular quality checks on SMSF work to ensure compliance with relevant legislation and internal policies
• Liaise with clients, auditors, and regulatory bodies to resolve SMSF-related issues and queries
• Contribute to the development and implementation of SMSF processes and procedures to improve efficiency and accuracy
• Monitor changes in SMSF legislation and regulations, and ensure the team is up-to-date with current requirements
• Assist in training and mentoring junior team members to develop their SMSF knowledge and skills
• Participate in client meetings and presentations to discuss SMSF strategies and provide expert advice
• Collaborate with other departments to ensure seamless integration of SMSF services with broader financial planning and accounting offerings
• Assist in the preparation of management reports and key performance indicators for the SMSF division
• Identify opportunities for process improvement and automation within the SMSF workflow
• Contribute to business development initiatives and help grow the SMSF client base

Required Qualifications and Experience

• Bachelor's degree in Accounting, Finance, or a related field
• 4-7 years of experience in SMSF administration, compliance, and supervision
• Strong knowledge of SMSF legislation, regulations, and compliance requirements
• Proficiency in SMSF software platforms and tools
• Experience in managing and mentoring team members
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work under pressure and meet deadlines
• Attention to detail and commitment to delivering high-quality work

Preferred Qualifications

• Professional accounting qualification (CA, CPA, or equivalent)
• SMSF Specialist Advisor (SSA) designation or willingness to obtain
• Experience with a variety of SMSF structures