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About the Role
We have a rare opportunity for an experienced Manager to join our specialist Superannuation team , with a focus on Self-Managed Superannuation Funds (SMSFs). The role will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, provide technical guidance and review, develop junior team members and build strong client relationships. The successful candidate will have strong SMSF technical knowledge and experience across compliance and advisory matters including, but not limited to pensions, contributions, estate planning and fund restructures.
Key responsibilitie s
Manage a portfolio of SMSF clients and build strong, trusted client relationships.
Manage and review SMSF financial statements, tax returns and associated compliance work.
Review team members' work and provide technical guidance and coaching.
Manage workflow, budgets, WIP and engagement delivery to agreed timeframes.
Identify and assist with SMSF advisory opportunities, particularly where clients are approaching retirement, succession or estate-planning events.
Assist clients with pension commencements, contributions, benefit payments, trustee changes, restructures, rollovers and other SMSF matters.
Support more complex SMSF matters including death benefits and estate planning implementation.
Maintain a strong understanding of SMSF regulatory and taxation requirements and apply appropriate risk and quality processes.
Liaise with clients' accountants, financial advisers, lawyers, auditors and other professional advisers where required.
Contribute to the development of junior team members through technical support, coaching and on-the-job training.
Support the continued growth and development of the Superannuation practice.
Skills and experience
Essential
Strong practical experience working with SMSFs.
Demonstrated experience managing and reviewing SMSF compliance engagements.
Sound knowledge of Australian superannuation and SMSF taxation requirements.
Ability to research and interpret technical superannuation issues.
Strong client relationship and communication skills.
Experience supervising, reviewing and developing junior team members.
Strong organisational skills and ability to manage competing deadlines.
Highly regarded
Experience providing SMSF advisory services in addition to annual compliance.
Exposure to pensions, contributions, SMSF estate planning, death benefits, restructures and complex transactions.
Experience managing a portfolio and associated workflow/WIP.
CA or CPA qualification, or equivalent relevant professional qualification.
Why BDO?
Working for BDO you will be part of a growing and market leading professional services firm.
Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.
Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways.
We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible.
Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks, retail discounts, employee referral rewards, study, and professional development support.
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