Senior Adviser - SMSF Specialist

JobsCloseBy Editorial Insights

Joining KPMG Australia as Senior Adviser SMSF Specialist means you’ll support a national SMSF team handling compliance and advisory across portfolios, with responsibilities from daily compliance to BAS preparation, risk management, and audit liaison, plus opportunities to contribute to strategic advice. You’ll represent the team in internal training, expand your SMSF knowledge, and pursue clear career progression. The ideal candidate has about two years’ experience in tax or SMSFs, strong communication and reporting skills, excellent organization, and a client centric approach; Class Super experience is advantageous and CA or CPA qualification is a plus. Apply by tailoring your resume to show analytical reporting, collaboration, and timely delivery; if adjustments are needed, contact Talent Attraction Support Team.

Company Description

Our Mid-Market & Private team supports clients in managing to plan for their continued business success and growth. We decisively deliver new ways of thinking, big-picture perspectives and acute insights that help clients make informed choices to deal with complex issues. 

The SMSF Specialist Team supports clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSF’s). We are a national team with deep experience in administration, compliance, and strategic legislative advice in relation to all rules and regulations that apply to SMSF’s. We continue to look ahead and collaborate with the other service lines in the business to support clients in their continued business success and growth. We are equipped to decisively deliver new ways of thinking, big-picture perspectives and acute insights that help clients make informed.

Job Description

• You will be responsible for the efficient and timely running of the compliance process over a specific SMSF portfolio, both locally and interstate.
• Preparation of Business Activity Statements. Ability to collaborate with the team on highlighting potential strategic advice opportunities.
• Assisting on the execution of internal risk requirements and liaising directly with the external auditors.
• Willingness to represent the national SMSF team on internal training sessions and client initiatives.
• This role will also allow you to expand your technical knowledge around SMSF’s, work with leaders in the business on strategic opportunities for each SMSF as well as providing you with exciting career progression opportunities.

• How are you extraordinary?

• You enjoy marrying your strong analytical skills with fantastic technical communication skills to write detailed and accurate reports.
• You get things done! You’re organized, efficient, and have a high attention to detail to deliver impactful outcomes.
• You enjoy working in the details, with a proactive attitude towards accuracy and deadlines.

• Your Experience

  At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities.

• Ideally you will have 2 years’ experience working in tax and Self-Managed Superannuation Funds.
• Strong interpersonal, communication and presentation skills with a client centric approach to your work.
• Strong organisational skills that enable the individual to work in a fast moving and highly collaborative culture.
• Experience using Class Super is desired.

Qualifications

Working towards CA or CPA qualifications.

Additional Information

KPMG is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change and enable growth. 

Our people are what make KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you’ll take control over how you work. We’re embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

Diverse candidates have diverse needs. During your recruitment journey, information will be provided about adjustment requests. If you require additional support before submitting your application, please contact the Talent Attraction Support Team.

At KPMG every career is different, and we look forward to seeing how you grow with us.

KPMG is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change and enable growth. 

Our people are what make KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you’ll take control over how you work. We’re embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

Diverse candidates have diverse needs. During your recruitment journey, information will be provided about adjustment requests. If you require additional support before submitting your application, please contact the Talent Attraction Support Team.

At KPMG every career is different, and we look forward to seeing how you grow with us.