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Senior financial specialist

Sydney
beBeeConsultant
Posted: 13 December
Offer description

As a SMSF Senior Consultant, you will provide expert advice on compliance and tax implications for Self-Managed Superannuation Funds, while managing client relationships and ensuring adherence to regulations. This is a hybrid position in Sydney, with the possibility of flexible work arrangements.


Key Responsibilities

* Provide expert advisory services on SMSF compliance and tax implications.
* Assist clients with the preparation and lodgment of tax returns and financial statements for SMSFs.
* Build and maintain strong client relationships while identifying new business opportunities.
* Mentor and train junior staff on SMSF management and tax compliance best practices.


Requirements

* You have worked on self-managed superannuation funds.
* You would be excited to be part of our National SMSF team.
* You have experience in providing financial reporting and tax compliance services to clients.
* Your work portfolio will predominantly be made up of SMSF compliance and advisory work (approximately 60%-70%), with the balance being Private Family tax work.
* Minimum 3 years' experience in a chartered environment.


Preferred Skills

* Work across multiple projects and clients, including high-net worth individuals and large family groups, entrepreneurial start-ups, and established private entities.
* You will provide tax advice to SMSFs, high net wealth families, trusts, and other privately owned entities.


What We Offer

* Career development: At EY, your career is yours to shape. We'll develop you with future-focused skills and equip you with world-class experiences.
* Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
* A comprehensive benefits package: From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally.

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