SMSF Manager: Flexible, Client-Focused Private Tax

Deloitte Services Pty Ltd; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Retail discounts

Wellbeing leave

Paid volunteering days

Twelve flexible working options

Market-leading parental leave

Return to work support package

Job summary

Deloitte Services Pty Ltd in Melbourne is seeking an SMSF Manager to oversee a portfolio of self-managed superannuation funds for family groups and high-profile individuals. You will manage workflow with the SMSF team onshore and offshore and review financial packages and client communications.

You will also handle client engagement and billing management, with opportunities to provide ad hoc consulting, coaching, and technical support to the team.

Qualifications

• SMSF experience required.
• Prior Manager/Supervisor-level experience at a professional or accounting services firm.
• Experience in Class software a must.
• Strong collaborative skills and excellent communication.

Responsibilities

• Manage a portfolio of SMSFs and oversee workflow with the onshore/offshore SMSF team.
• Review financial packages and covering letters for client distribution and billing.
• Engage with clients and identify consulting opportunities; coach and support the team.

Skills

SMSF experience

Manager experience

Class software

Client engagement

Billing management

Education

CA/CPA qualifications

Tools

Class software

Job description

Deloitte Services Pty Ltd in Melbourne is seeking an SMSF Manager to oversee a portfolio of self-managed superannuation funds for family groups and high-profile individuals. You will manage workflow with the SMSF team onshore and offshore and review financial packages and client communications.

You will also handle client engagement and billing management, with opportunities to provide ad hoc consulting, coaching, and technical support to the team.