SMSF Manager - Melbourne

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

• Supportive partner group and collaborative team environment
• Thrive in an innovative, collaborative people culture
• We value in-person connection with our teams and clients, with flexibility to balance work and life

This is a unique opportunity for a talented SMSF Manager to join the Deloitte Private Tax and Advisory team in Melbourne.

What will your typical day look like?

As an SMSF Manager, you will be part of a group of talented Managers, Directors, and Partners who assist some of Australia's most iconic families and private enterprises. Your client portfolio will include self-managed superannuation funds (SMSF) for these family groups and high-profile individuals.

You will be responsible for a portfolio of funds, managing the workflow of the portfolio with the support of the SMSF team onshore and offshore. You will be reviewing financial packages and covering letters for distribution to clients as well as client engagement and billing management. You will be expected to identify consulting opportunities and will have the opportunity to undertake ad hoc consulting work. Your role will include coaching, mentoring and technical support to the team.

About the team

Deloitte Private Tax & Advisory is all about forming authentic relationships with Australia's largest private entities to offer specialist solutions such as tax and business advisory services. Our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.

Enough about us, let’s talk about you

You are someone with:

• CA/CPA 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, a dedicated work ethic and excellent communication skills

Why Deloitte?

At Deloitte, we focus our energy on interesting and impactful work. We're always learning, innovating, and setting the standard; making a positive difference to our clients and our society. We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world.

We embrace diversity, equity and inclusion. We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles. What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.

We value in-person connection with our clients and our colleagues. We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities.

We help you live and work well. To support your personal and professional life, we offer a range of perks and benefits , including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package.

• retail discounts
• wellbeing leave
• paid volunteering days
• twelve flexible working options
• market-leading parental leave
• return to work support package

By applying for this job, you'll be assessed against the Deloitte Talent Standards. We've designed these standards so that you can grow in your career, and we can provide our clients with a consistent and exceptional Deloitte employee experience globally. The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.