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Wealth management advisor

Melbourne
beBeeTaxAdvisor
Wealth Management Advisor
Posted: 11 December
Offer description

Job Summary

We are seeking a highly skilled Private Wealth Tax Specialist to join our team.


The successful candidate will provide expert advice on all SMSF-related matters, navigating the evolving superannuation landscape. They will apply strong technical knowledge, including related party transactions, and demonstrate excellent communication skills.



Key Responsibilities

* Provide expert advice on SMSF-related matters
* Apply strong technical knowledge, including related party transactions
* Demonstrate strong verbal and written communication skills
* Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers
* Collaborate with team members and clients across Australia and globally
* Mentor and train junior team members
* Stay up-to-date with tax, superannuation legislation, and industry best practices



Benefits

* Opportunity to work with leading organisations and cutting-edge technology
* Flexibility to choose when, where, and how you work
* Clear paths for career progression and continuous learning opportunities
* Generous leave entitlements and parental leave policy

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