Assistant Manager - SMSF
Core
End-to-end preparation and review of SMSF accounts, tax returns, and compliance, including managing audit processes for a portfolio of self-managed super funds.
Role type
Assistant Manager, SMSF Accounting & Compliance
Builds
Quality SMSF accounting and compliance services for high-net-worth clients with complex investment structures
Domain
Financial Services / Superannuation
Required skills
SMSF accounting, tax return preparation, audit management, Class software proficiency, legislative knowledge
Preferred skills
CPA or CA qualification, mentoring junior staff
Technologies
Class, BGL360
Responsibilities
Prepare and review SMSF accounts and tax returns, manage audit processes, support junior team members, ensure quality outcomes across the SMSF portfolio
Seniority
Mid-level, hands-on IC with mentoring responsibilities