Posted:2 weeks ago|
Platform:
On-site
Full Time
Portfolio Management: Oversee the workflow and performance of a dedicated SMSF client portfolio, ensuring all tasks are completed accurately, timely, and within budget.
Technical Review & Compliance: Lead the review of all compliance files, financial statements, annual returns, and audit outcomes. Ensure strict compliance with the SIS Act and other relevant superannuation legislation and ATO guidelines.
Client & Stakeholder Relations: Build and maintain strong, professional relationships with clients, and external auditors, resolving queries and clarifying fund-related matters.
Team Leadership & Mentoring: Manage, mentor, and coach junior team members, fostering a culture of learning, excellence, and continuous improvement in technical knowledge and efficiency.
Process Optimisation: Develop, maintain, and implement efficient work processes and best practices for smooth team operations and scalability.
Professional Development: Stay updated with changes in SMSF legislation, ATO updates, and industry trends, actively participating in training sessions.
Minimum of 3-5 years of practical, hands-on experience in SMSF accounting, taxation, and compliance, preferably within an Australian KPO or accounting practice.
Demonstrated experience in a management or supervisory role.
A tertiary qualification in Accounting, Finance, or a related degree is mandatory. Professional certifications (CA or CPA qualified) and an SMSF specialist designation are highly regarded.
Strong working knowledge of Australian SMSF regulations, accounting standards, and tax laws is essential.
Software Proficiency: Proficiency in BGL 360, Class Super, Xero, MYOB, or similar SMSF/accounting software is a key requirement.
Skills:
Excellent written and verbal communication skills.
Krayr Solutions
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