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