SMSF Specialist Leader

4 days ago

Makati City, National Capital Region, Philippines beBeeSuperannuation Full time ₱900,000 - ₱1,200,000

We are seeking a seasoned SMSF professional to lead our administration and compliance team. This senior role involves providing strategic advice to clients, ensuring regulatory compliance, and collaborating closely with our wealth management teams.

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.
Additional Details
  • Seniority level: Senior
  • Employment type: Full-time
  • Job function: Project Management and Information Technology
  • Industries: Individual and Family Services

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