Senior Adviser - SMSF Specialist

JobsCloseBy Editorial Insights

On offer is a Senior Adviser role within KPMG’s SMSF Specialist Team in Melbourne, focused on managing a portfolio’s workflow, reviewing compliance deliverables and audit outcomes, and delivering technical advice on superannuation rules while collaborating across tax and advisory services. You’ll proactively liaise with clients, external auditors, the ATO and internal stakeholders to ensure exceptional outcomes, mentor junior staff and help train clients on SMSF topics, with opportunities to shape internal risk and billing processes. To stand out, highlight SMSF experience in a Big 4 or mid-tier firm, CA or CPA status, Class Super familiarity, and a proven track record of precise, timely delivery and strong stakeholder communication, plus a learning mindset and proactive collaboration under deadlines.

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

• Our 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.

  Your Opportunity

  With continued growth, we are now looking to recruit an Assistant Manager to join our SMSF Specialist Team in Melbourne.

• You will be responsible for the workflow management of a specific SMSF portfolio.
• Manage and review the compliance work file, reporting deliverables and audit outcomes on each fund within your portfolio.
• Proactively liaise with clients, external auditors, ATO and internal stakeholders so as ensure exceptional outcomes and quality of work.
• Provision of technical advice to clients in relation to the application of the superannuation and taxation rules.
• Further develop your technical expertise working across services including tax and accounting compliance and business/tax advisory work for middle market clients
• Ability to assist in both internal training and client events around SMSF topics of interest.
• Effective management of billing and internal risk procedures.
• Develop into a mentor to assist other less experienced team members and encourage their continued professional development

• How are you extraordinary?

• You are passionate about the importance of fantastic communication to share ideas, inspire, and create change. You are able to digest, distil, and communicate complex concepts in both written and verbal forms.
• 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.

Qualifications

At KPMG, we believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our clients, and communities. To be considered for this opportunity your qualifications and preferred skills & experience could include:

• Prior SMSF experience in a Big 4 or mid-tier accounting firm.
• CA or CPA qualified.
• Strong collaborative skills, a dedicated work ethic and excellent communication skills.
• Class Super experience is desired. 
• A passion for ongoing learning.

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.