SMSF Manager - Melbourne at Deloitte

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

26 Dec, 25

Salary

0.0

Posted On

27 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CA/CPA Qualifications, SMSF Experience, Managerial Experience, Class Software, Collaborative Skills, Communication Skills

Industry

Business Consulting and Services

Description

Job Requisition ID: 39153 SMSF Manager Opportunity to support large privately owned businesses and ultra-high net worth families Learn from the best in the business Flexible work arrangements 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 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 prioritise flexibility and choice. At Deloitte, you get trust on Day 1. We know our people get their best work done when they’re in control of where and how they work, designing their work week around their client, team and personal commitments. 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. Next Steps Sound like the sort of role for you? Apply now, we’d love to hear from you! 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.

Responsibilities

As an SMSF Manager, you will manage a portfolio of self-managed superannuation funds for high-profile clients. Your role includes reviewing financial packages, client engagement, and identifying consulting opportunities.