At a Glance
- Tasks: Manage SMSF portfolios and support clients with expert advice and consulting.
- Company: Join Deloitte Private Tax & Advisory, a leader in innovative financial solutions.
- Benefits: Enjoy flexible working options, wellbeing leave, and retail discounts.
- Other info: Be part of a diverse team that values inclusion and personal growth.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: CA/CPA qualified with SMSF experience and strong collaborative skills.
The predicted salary is between 87750 - 107250 $ per year.
- Supportive partner group and collaborative team environment
- Thrive in an innovative, collaborative people culture
- We value in-person connection with our teams and clients, with flexibility to balance work and life
This is a unique opportunity for a talented SMSF Manager to join the Deloitte Private Tax and Advisory team in Melbourne.
What will your typical day look like?
As an SMSF Manager, you will be part of a group of talented Managers, Directors, and Partners who assist some of Australia's most iconic families and private enterprises.
Your client portfolio will include self-managed superannuation funds (SMSF) for these family groups and high-profile individuals.
You will be responsible for a portfolio of funds, managing the workflow of the portfolio with the support of the SMSF team onshore and offshore.
You will be reviewing financial packages and covering letters for distribution to clients as well as client engagement and billing management.
You will be expected to identify consulting opportunities and will have the opportunity to undertake ad hoc consulting work.
Your role will include coaching, mentoring and technical support to the team.
About the team
Deloitte Private Tax & Advisory is all about forming authentic relationships with Australia's largest private entities to offer specialist solutions such as tax and business advisory services.
Our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.
Enough about us, let’s talk about you
You are someone with
- CA/CPA qualifications
- SMSF experience required
- Prior Manager/Supervisor-level experience at a professional or accounting services firm
- Experience in Class software a must
- Strong collaborative skills, a dedicated work ethic and excellent communication skills
Why Deloitte?
At Deloitte, we focus our energy on interesting and impactful work.
We're always learning, innovating, and setting the standard; making a positive difference to our clients and our society.
We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world.
We embrace diversity, equity and inclusion.
We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles.
What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.
We value in-person connection with our clients and our colleagues.
We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities.
We help you live and work well.
To support your personal and professional life, we offer a range of perks and benefits , including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package.
- retail discounts
- wellbeing leave
- paid volunteering days
- twelve flexible working options
- market-leading parental leave
- return to work support package
By applying for this job, you'll be assessed against the Deloitte Talent Standards.
We've designed these standards so that you can grow in your career, and we can provide our clients with a consistent and exceptional Deloitte employee experience globally.
The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.
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SMSF Manager – Melbourne employer: Deloitte Services Pty Ltd
Deloitte is an exceptional employer that prioritises impactful work and continuous development, making it an ideal place for professionals in the Public Sector Advisory space. Located in Sydney, our inclusive culture fosters collaboration and mentorship, empowering you to lead transformative projects that enhance government outcomes while enjoying a range of benefits such as flexible working options, wellbeing leave, and market-leading parental support. Join us to make a tangible difference from day one, surrounded by a diverse team committed to innovation and excellence.
