Address
SalaryOur Client is a full service Accounting Firm, committed to providing their clients with exceptional financial and accounting services. Located centrally on the beautiful Gold Coast, they are dedicated to helping individuals and businesses achieve their financial goals.
They pride themselves on delivering personalized, innovative, and forward-thinking solutions to our clients. We are currently seeking an SMSF Client Manager to join a growing team.
The Opportunity
As an SMSF (Self-Managed Superannuation Fund) Client Manager, you will play a pivotal role in the success of the firm. Replacing an existing Employee who is leaving to pursue a new career after 13 years of loyal service, you will be responsible for managing a portfolio of SMSF clients, ensuring they receive the highest level of service and expertise in superannuation and retirement planning. You will work closely with clients to help them navigate complex SMSF regulations, compliance, and investment strategies.
Requirements:
- Bachelor's degree in accounting, finance, or a related field
- CA / CPA qualification or in progress advantageous
- At least 5years of experience in SMSF administration and management
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- $140,000 + Superannuation, negotiable
- Regular professional development and networking opportunities
- Supportive and inclusive team environment
- Central Gold Coast location with parking provided and easily accessible to public transport
- Hybrid work options available
- Regular team functions
0401 238 ***
******@voyagerrecruitment.com.au
https://voyagerrecruitment.com.au/meet-the-team/
Additional information
- $140,000 + superannuation and bonuses
- On site parking provided plus office easily accessible to public transport
- Flat structure where you will report directly to the Partners
