SMSF Manager

2 days ago

Makati City, National Capital Region, Philippines Cobden & Carter International Full time ₱104,000 - ₱130,878 per year

Summary:

A leading audit firm is seeking a Self-Managed Super Funds (SMSF) Manager. This role typically oversees the administration and compliance of SMSFs, ensuring they meet regulatory requirements and provide strategic advice to clients. As a senior role within the firm's specialist SMSF business, it ensures compliance excellence and close collaboration with Private Clients and Wealth Management teams. This role offers a unique opportunity to gain exposure to both accounting and wealth management, supporting our clients on advisory services and projects.

Responsibilities:

  • Manage and support a portfolio of clients, providing SMSF compliance and accounting support
  • Review Australian Financial Statements, Annual Retums for SMSFs and other statutory compliance documents.
  • Administer a range of superannuation events including fund establishment, benefit payments, pension, rollover, contributions and fund wind-ups.
  • Liaise with various business units, extemal providers, the Australian Taxation Office and our clients.
  • Provide SMSF technical assistance with consultative approach.
  • Liaise with fund auditors to facilitate the annual SMSF audit as required.
  • Assist in the management of staff within the SMSF team.

Qualifications:

  • Bachelors/Postgraduate Degree in relevant field and CA/CTA or equivalent certification
  • 5+ years of experience in SMSF administration, compliance, or advisory services
  • Demonstrated technical knowledge and exposure of Australian SMSF legislation and SMSF-related compliance issues
  • Strong client service orientation with the ability to manage multiple stakeholders
  • Experience with SMSF platforms such as Class Super is a plus (software training and learning/guidance on SMSF rules and regulations will be provided)

Work Setup: Hybrid

Schedule: Day Shift (AU Account)

Location: Makati City

By applying, you give consent to collect, store, and/or process personal and/or sensitive information for recruitment and employment may it be internal to Cobden & Carter International and/or to its clients.

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