Manager – Smsf, Tax & Business Services – Southern Sydney – Boutique 4 Partner Firm
Core
End-to-end management of SMSF and business services engagements, including compliance, strategy, reporting, and tax planning.
Role type
Manager, Chartered Accounting (Tax & Business Services)
Builds
Client advisory services and financial reporting for SMSF and business clients
Domain
Accounting, Tax, SMSF (Self-Managed Superannuation Fund)
Deliverable
client delivery
Required skills
SMSF expertise, tax planning, financial statement review, client advisory, team leadership, workflow management
Preferred skills
Commercial acumen, stakeholder management
Technologies
Modern accounting systems
Responsibilities
Manage a portfolio of SMSF and business services clients end-to-end, Oversee SMSF compliance, strategy and reporting, Review complex financial statements and tax returns, Provide high-level tax planning and business advisory services, Lead workflow, deadlines and quality control across engagements, Mentor and develop junior and senior team members
Seniority
Manager, hands-on leadership