About the Opportunity
A full-time, hybrid opportunity is available for a qualified and experienced SMSF manager in Camberwell. Combine hands-on processing and technical review with leadership of two staff and direct client contact across a portfolio of approximately 300 SMSFs.
About the Role
The firm manages approximately 300 SMSFs across a varied client base and investment profile, including:
- Approximately 10 funds with cryptocurrency investments.
- Approximately 20 funds with LRBAs.
- The remaining funds comprise a variety of investment types.
- Fund balances vary, although many hold investments valued between $2 million and $3 million.
- Personally process approximately 60 SMSF annual returns.
- Manage and review approximately 240 additional SMSF returns.
- Manage and supervise a team of two staff members.
- Consult directly with clients and respond to their SMSF-related queries.
- Manage workflow, deadlines and the overall delivery of SMSF services.
- Balance hands-on processing and technical review with team leadership and client relationship management.
About You
- Qualified and experienced SMSF manager.
- Strong working knowledge of, and experience with, BGL Simple Fund 360 (SF360).
- Experience with Access HandiSoft Accounting, the firm’s accounting software, would be advantageous.
What’s on Offer
- Earn up to $140k including super in a full-time Camberwell role combining technical SMSF work, team leadership and client relationships.
- Enjoy hybrid flexibility with the opportunity to work from home one day a week, alongside your work with the team.
- Access a nine-day fortnight after the six-month probation period, giving you an additional day away from work each fortnight.
How to Apply
To apply or discuss this opportunity, email lvenville@rezonaterecruitment.com.
