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SMSF Manager

Date:  07-Apr-2021
Location: 

Sydney, NSW, AU

Department: 
Description: 
  • Be exposed to large (and complex) clients, and solve their challenges!
  • Coaching program - learn from the best and most highly-regarded mentors in the market
  • Flexible work arrangements - work in a way that suits you best!

 

No two days are the same in the Deloitte Private Tax and Advisory team - if you’re looking for constant stimulation, challenges, and career development, join us now!

 

What will your typical day look like?

As an SMSF Manager in our Melbourne team, you will support a group of talented 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 a portfolio of around 250-300 funds, managing the workflow of the portfolio with the support of the SMSF team onshore and offshore.  Your role will include technical support to your team, client engagement and billing management as well as providing a high-level review of financial packages and covering letters for distribution to clients. You will be expected to identify consulting opportunities and will have the opportunity to undertake ad hoc consulting work.

 

About our team

Every day is just as exciting as your first. Deloitte Private is all about forming authentic relationships with Australia’s largest private entities to grow, manage and protect their businesses. We offer specialist solutions in SMSF, tax, audit, finance and business advisory and our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.

 

Enough about us, let’s talk about you.
We’re looking for someone with: 

  • CA qualifications ideala
  • Prior Manager/Supervisor-level experience at a professional services or accounting services firm preferred
  • Experience in Class software a must
  • Strong collaborative skills, a dedicated work ethic and excellent communication skills

 

Why Deloitte?

At Deloitte, we create positively differentiated work experiences that enable our people to feel valued and achieve their full potential. We value difference, and embrace people with diverse backgrounds and thinking styles. Knowing that people work best in a variety of ways, we are happy to discuss alternative arrangements if the working pattern you are looking for is not specifically indicated.

 

Next Steps

Sound exactly like the sort of role for you? Apply now!


 

 

 

 

By applying to this job, you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte employee experience globally.

 

At Deloitte, we know we’re at our best when we look out for one another; prioritise respect, fairness, development and wellbeing; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request. 

 

The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.