SMSF Manager
- Manage an established portfolio of approximately 150 SMSF funds, including reviewing financial statements and tax returns.
- Lead client relationships and liaise with trustees, auditors and accounting teams to maintain compliance and meet deadlines.
- Take ownership of SMSF division workflows and contribute to process improvements and the practice’s growth.
Job details
Location: Job Type: Permanent Discipline: Accounting
Reference: 1709232 Posted: 4 days ago
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Job description
SMSF Manager | Sydney Inner West | Up to $130,000
An exciting opportunity is available for an experienced SMSF Manager to join a growing accounting firm. This is an opportunity for someone looking to take ownership of an established SMSF division, with the autonomy to manage client relationships, oversee technical work and play an active role in the continued growth of the SMSF practice.
Managing a portfolio of approximately 150 SMSF funds, you will be supported by an established team of onshore and offshore accountants, allowing you to focus on review work, client relationships and the overall management of the division.
The Role:
- Oversee the preparation and review of SMSF financial statements and tax returns.
- Manage client relationships, acting as a key point of contact for trustees and providing ongoing advice and support.
- Liaise with auditors, ensuring funds are compliant with relevant legislation and regulatory requirements.
- Review work completed by the onshore and offshore accounting teams, providing guidance and support where required.
- Manage deadlines, workflow and the overall delivery of SMSF services.
- Identify opportunities to improve processes and contribute to the continued growth of the SMSF division.
- Work closely with senior leadership on the strategic direction and development of the SMSF practice.
About You:
- Previous experience in a Senior SMSF Accountant, Supervisor or Manager position.
- Strong technical knowledge of SMSF compliance, accounting and taxation.
- Confident managing client relationships and communicating with trustees and external stakeholders.
- Experience reviewing work and supporting junior team members.
- Strong organisational skills with the ability to manage competing deadlines.
- A proactive mindset with the confidence to take ownership and work autonomously.
What's on Offer:
- Opportunity to take ownership of an established SMSF division.
- Support from an established onshore and offshore accounting team.
- Direct exposure to senior leadership and the opportunity to influence the growth of the division.
- A genuine opportunity to make the role your own.
If you're an experienced SMSF professional looking for greater ownership, autonomy and the opportunity to make a real impact, we'd love to hear from you, please apply now or send your resume to cryan@charterhouse.com.au
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