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Expert financial advisor - tax compliance specialist

Sydney
beBee Careers
Financial Advisor
Posted: 14 June
Offer description

As a SMSF Senior Consultant, you will provide expert advice on compliance and tax implications for Self-Managed Superannuation Funds. This role involves managing client relationships and ensuring adherence to regulations.


Your 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.


What We Look For

You have worked on self-managed superannuation funds, and you are excited to be part of our National SMSF team. You have experience in providing financial reporting and tax compliance services to clients.

* Minimum 3 years' experience in a chartered environment.
* Work across multiple projects and clients, including high-net worth individuals and large family groups, entrepreneurial start-ups, and established private entities.
* Contribute to strategic planning for, and the implementation of, superannuation strategies and advice, along with family governance frameworks and structures.


Benefits

We offer a competitive salary which is open to negotiation pending on skills and experience. A comprehensive benefits package includes a yearly wellness incentive, access to additional flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave.


Our Culture

Diversity, equity, and inclusiveness (DE&I) are core to who we are, how we work, and how we live our values. We encourage applications from people of all ages, nationalities, abilities, cultures, sexual orientations, and gender identities and are committed to providing an equitable and barrier-free recruitment experience for all.

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