SMSF Manager
Core
Managing the SMSF portfolio from preparation and review through to audit coordination and lodgement for individuals, high-net-worth groups, and private entities.
Role type
Senior SMSF Manager (Public Practice)
Builds
SMSF annual returns, financial statements, and audit-ready workpapers
Domain
Australian Superannuation and Tax Compliance
Required skills
SMSF accounting, taxation, superannuation compliance, audit coordination, offshore workflow management, technical guidance on contributions and pensions
Preferred skills
Business services experience, process improvement, mentoring junior staff
Technologies
None stated
Responsibilities
Managing the SMSF portfolio from preparation and review through to audit coordination and lodgement; Reviewing financial statements, SMSF annual returns and supporting workpapers; Providing technical guidance on contributions, pensions, investment transactions and compliance matters; Coordinating offshore workflow, reviewing completed work and resolving queries; Managing audit queries and ensuring outstanding matters are finalised; Identifying opportunities to improve processes and grow the SMSF division