SMSF Assistant Manager/Manager

Job Description

SW Accountants & Advisors (SW) is Australia’s best-kept accounting secret. We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 41 Partners and 400 staff nationally. SW provides a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions. We are proud to be ranked as the 22nd largest firm by revenue in the 2022 AFR Top 100 Accounting Firms and the 10th largest national practice in Australia. Own it, Love your work, Share the load, Embrace the ride, Open doors. Our values are at the very heart of our firm and guide the way we interact within our firm’s teams, with our clients, and the way we engage with you. About the role We are seeking an experienced SMSF Assistant Manager or Manager to become an integral member of our SMSF team, which is a highly skilled group within our Business and Private Client Advisory Division. Your primary focus is to provide technical support to partners who have high net worth family group clients with SMSF and assist with the management of our offshore SMSF team. This is a unique opportunity, where you will be given a high level of autonomy to make the role your own, plus an existing portfolio of diverse clients and exciting career development opportunities. If you are looking to progress from processing jobs to reviewing, then this is the position for you. Key responsibilities Provide SMSF and superannuation advisory services to high-net-worth family groups. Assist in the management of our offshore SMSF team. Review year-end accounts and support the offshore team with any technical matters and issues with complex funds. Assist all divisions with technical queries relating to superannuation and SMSFs. Develop strong internal relationships within our Business and Private Client Advisory division. Identify and implement measures to help the team meet productivity targets. Develop relationships with clients and identify opportunities to add value. Liaise with external parties including external auditors, lawyers, and actuaries when required. Skills and experience Minimum 5 years’ SMSF experience in a Chartered/CPA accounting practice. Degree qualified and fully qualified as a CA / CPA. Extensive experience with Class super software system is essential. Exceptional technical experience, reviewing and understanding superannuation laws and concepts. Excellent time management skills, and accustomed to working to targets and tight deadlines. Strong self-management, and motivation to succeed and grow. Exposure to working with an offshore team. Previous leadership experience. Best kept secrets of SW Progressive firm, with excellent career opportunities. Flexible working environment. 2 additional AL days per year. 18 weeks paid parental leave for primary carers and 3 weeks for non-primary. Refer to client and refer a friend bonus scheme. Employee Assistance Program and Wellness perks. $1000 towards home office setup. Social Club. Tailored Learning and Development Program. Paid Course/study leave. 1 paid professional membership per year. Weekly lunch provided. Apply today Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’. #J-18808-Ljbffr