SMFS Manager

2 weeks ago

Makati City, National Capital Region, Philippines Comercial Navero y Elvira Pol. Ind. Postuero - Nave 7-8 Full time

Join to apply for the SMFS Manager (Lead Consultant) role at Comercial Navero y Elvira Pol. Ind. Postuero - Nave 7-8

We are looking for an experienced SMSF Manager (Lead Consultant) to oversee the administration and compliance of Self-Managed Superannuation Funds (SMSFs). This senior role provides strategic advice to clients, ensures compliance, and collaborates closely with our Private Clients and Wealth Management teams. It is an excellent opportunity to gain exposure to both accounting and wealth management while supporting clients on advisory services and projects.

Key Responsibilities
  • Manage and support a portfolio of clients by providing SMSF compliance and accounting services.
  • Review Australian Financial Statements, Annual Returns for SMSFs, and other compliance documents.
  • Administer various superannuation events, including fund establishment, benefit payments, pensions, rollovers, contributions, and fund wind-ups.
  • Liaise with internal teams, external providers, the ATO, and clients to ensure seamless SMSF operations.
  • Provide technical advice on SMSF matters and assist with annual audits.
  • Mentor and support team members within the SMSF division.
Qualifications & Skills
  • Strong knowledge of Australian SMSF legislation and compliance requirements.
  • Minimum 5 years experience in SMSF administration or a related field.
  • CA or equivalent qualification (or working toward completion).
  • Relevant tertiary or postgraduate qualification.
  • Experience in financial services and Class Super software is highly desirable.
  • Excellent communication and interpersonal skills.
  • Proactive approach to learning, with training and ongoing guidance provided on SMSF rules and practices.

If you have a passion for SMSF management and enjoy working in a client-focused, collaborative environment, we'd love to hear from you

Additional Details
  • Seniority level: Not Applicable
  • Employment type: Full-time
  • Job function: Project Management and Information Technology
  • Industries: Individual and Family Services

Referrals increase your chances of interviewing at Comercial Navero y Elvira Pol. Ind. Postuero - Nave 7-8 by 2x.


#J-18808-Ljbffr

  • Leads Executive

    1 week ago

    Makati City, National Capital Region, Philippines 168Corebilt Full time ₱21,000 - ₱23,000 per year

    The Leads Executive is responsible for executing activities that support the Company's business development and sales pipeline growth. This position is also tasked to identify and develop new business opportunities, build strong client relationships, and collaborate with internal teams to assist in driving revenue growth.DUTIES AND...

  • Marketing Accounts Executive

    2 weeks ago

    Makati City, National Capital Region, Philippines 168Corebilt Full time ₱210,000 - ₱220,000 per year

    The Marketing Accounts Executive (Leads Executive) is responsible for executing activities that support the Company's business development and sales pipeline growth. This position is also tasked to identify and develop new business opportunities, build strong client relationships, and collaborate with internal teams to assist in driving revenue growth.DUTIES...

  • SMFS Manager

    3 days ago

    Makati, Philippines Comercial Navero y Elvira Pol. Ind. Postuero - Nave 7-8 Full time

    Join to apply for the SMFS Manager (Lead Consultant) role at Comercial Navero y Elvira Pol. Ind. Postuero - Nave 7-8 We are looking for an experienced SMSF Manager (Lead Consultant) to oversee the administration and compliance of Self-Managed Superannuation Funds (SMSFs). This senior role provides strategic advice to clients, ensures compliance, and...

  • Leading Financial Expert

    1 week ago

    Davao City, Davao, Philippines beBeeAccountant Full time ₱600,000 - ₱1,000,000

    Job Role OverviewThe Senior Accountant position at our organization is responsible for preparing financial statements, tax returns, and compliance reports for Australian clients. This role ensures accurate ledger entries, supports audits, budgeting, and forecasting, and drives process improvements in line with Australian accounting standards.This includes...

  • Senior Accountant

    1 week ago

    Davao City, Davao, Philippines Connext Full time

    We\'re Hiring Discover why our work environment was awarded as a Great Place to Work. Join our team. Apply TODAYWe are currently looking for a Senior Accountant (AU Account) to support our client based in the AU.OverviewWe are seeking a Senior Accountant to prepare financial statements, tax returns, and compliance reports for Australian clients, including...

  • Booking Salesman

    4 days ago

    Cabanatuan City, Central Luzon, Philippines A1 Distributors, Inc. Full time ₱240,000 - ₱480,000 per year

    Work Experience: Fresh Graduates are accepted. With Sales INCENTIVE and COMMISSIONAcademic Background: Bachelor's/College Degree in any courseCompetency Profile:· Proficient in MS Office Applications· Can work under minimum supervision· Trustworthy and able to do multi task2.1 Time of RouteAs a general rule, all Panel Vehicles should be out on the field...