Senior Analyst - SMSF

Job Requisition ID: 38584 

Unique opportunity to join the SMSF tax team at Deloitte, Australia.

• • Learn from the best in the business
  • Reimbursements for professional development 
  • Discounts and perks – a variety of employee discounts at over 100 leading retailers

We are seeking a dedicated SMSF Specialist (Senior Analyst) based in Melbourne.

What will your typical day look like?

As an SMSF Specialist in our Private Tax team, you will support a group of talented Managers, Directors and Partners who assist some of Australia’s most iconic families and private enterprises. Your client portfolio will include self-managed superannuation funds (SMSF) for these family groups and high-profile individuals.

You will be responsible for reviewing initial information from engagement teams/clients and performing a comprehensive review of financials and returns prepared by our offshore team. You will answer queries from the offshore team on both fund specific matters and processing in Class. You will liaise with engagement teams to respond to queries and finalise accounts packs for Manager review. You will also perform some processing of transactions within Class software.

About the team

Deloitte Private Tax is comprised of people who possess deep expertise in their field and who are experienced and respectful leaders. Every single day is filled with collaborative discussion and new challenges that motivates and excites us. Advance your career with our driven team that excels in offering fully integrated tax services to our clients based on their unique tax positions.

Enough about us, let’s talk about you.

You are someone with: 

• 2 – 4 years prior experience at a professional or accounting services firm (preferred)
• Experience in Class software (required)
• Superannuation experience (required)
• Completed or pursuing CA/CPA
• Strong collaborative skills, a dedicated work ethic and excellent communication skills

Why Deloitte?  

At Deloitte, we focus our energy on interesting and impactful work. We’re always learning, innovating and setting the standard; making a positive difference to our clients and our society. We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world.  

We embrace diversity, equity and inclusion. We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles. What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong. 

 We prioritise flexibility and choice. At Deloitte, you get trust on Day 1. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their client, team and personal commitments.

We help you live and work well. To support your personal and professional life, we offer a range of perks and benefits, including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package. 

Next Steps

Sound like the sort of role for you? Apply now, we’d love to hear from you!

By applying for this job, you’ll be assessed against the Deloitte Talent Standards. We’ve designed these standards so that you can grow in your career, and we can provide our clients with a consistent and exceptional Deloitte employee experience globally. The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.