AddressNeo Super is a rapidly growing and independent specialist self-managed superannuation administration firm that offers a full range of SMSF solutions.
Our clients include accounting, financial planning and stockbroking firms, licensee groups, specialist financial services platforms as well as direct trustees.
Our major asset is our tech-enabled approach combined with the many years of practical day-to-day experience our SMSF specialist team possess.
ABOUT THIS ROLEAs a fast growing, results-driven organisation, this role is a key hire. You will join a strong and experienced team of SMSF professionals who offer our services with an ethos of superb quality and timely delivery.
You will execute on client onboarding ensuring processes are in place and our service is delivered to the highest quality standards with an exceptional client experience.
You will be focused on end-to-end SMSF operations from planning to delivery.
Highlights:
- Work alongside a passionate founder / CEO who possesses over 28 years of direct SMSF experience and has previously built a successful and industry recognised SMSF Administration Firm
- Report to an experienced Head of SMSF who has previously worked in a top tier accounting firm in the role of Director - SMSF
- Manage an offshore team based in the Philippines and India
- Access to a first-class client base
- Process oriented and structured workflow and systems
- Quality assured and best practice standards
- Technology enabled and software agnostic
- Managing a portfolio of clients on a day-to-day basis backed by a strong offshore SMSF compliance team
- Workflow planning and allocation to ensure compliance and reporting obligations are met
- Reviewing of electronic workpaper files
- Identifying existing and/or potential SIS and tax compliance issues
- Identifying opportunities based on client circumstances
- Liaise with our vast client groups and their designated contact persons
- Liaise with direct SMSF trustees
- Liaise with our Independent Audit Panel and other service providers such as actuaries, software providers and document providers
- Continuously review and update internal processes as required
- Ensure the timely and accurate completion of SMSF accounts and tax returns within the guaranteed turnaround times
- Team training and mentoring (including transfer of technical skills and knowledge)
- Meet monthly targets. Manage and ensure your offshore team of qualified accountants do the same
We seek an experienced SMSF professional who will be responsible with delivering compliant, consistent services of the highest standard to a diverse range of client groups and direct trustees.
- Specialist Member of the SMSF Association
- Minimum 10 years' experience in the SMSF sector
- Prior Senior Manager-level experience at an SMSF Administrator preferred
- CA/CPA qualifications are desirable
- Advanced technical knowledge of SMSF and superannuation
- Experience with BGL360, Class Super and other generic accounting systems and software
- Strong general tax knowledge
- Ability to plan, organise and prioritise
- Strong collaborative skills and a dedicated work ethic
- Exceptional communication and interpersonal skills, with ability to build rapport and connect with a diverse range of stakeholders. A clear communicator who values client service
- A problem solver with a positive and can-do attitude who ‘gets the job done’ whatever it takes and continuously improves internal processes as systems
- Organised (always on top of client and regulatory) with the highest level of attention to detail to ensure nothing gets missed.
