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Expert SMSF Professional Wanted

2 weeks ago

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

We are seeking an experienced professional to oversee the administration and compliance of Self-Managed Superannuation Funds (SMSFs).

Key Responsibilities:
  • Manage 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.
Requirements:
  • 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.

This role offers the opportunity to work in a client-focused environment and contribute to the success of our business.