Manager (SMSF)
Core
Lead the delivery of SMSF accounting, taxation, and compliance services while managing a portfolio and guiding a team of accountants.
Role type
Manager, SMSF accounting and compliance
Builds
SMSF financial statements, tax returns, and compliance documentation
Domain
Australian Superannuation (SMSF) and Taxation
Required skills
SMSF accounting, SMSF taxation, SMSF compliance, financial statement review, tax return preparation, audit coordination, client relationship management, team delegation, technical guidance
Preferred skills
BGL Simple Fund 360 experience, CA/CPA qualification, workflow improvement
Technologies
BGL Simple Fund 360
Responsibilities
Manage an SMSF portfolio and maintain client relationships; Review financial statements, tax returns, BAS, and compliance documentation; Resolve technical matters involving contributions, pensions, investments, and fund taxation; Coordinate audit requirements and respond to external auditor queries; Provide technical guidance and support superannuation tax planning; Allocate work and review output from Philippines-based accountants; Coach team members through feedback and training; Monitor job progress, budgets, and productivity; Keep senior leadership informed of significant matters; Improve systems and quality controls.
Seniority
Manager, hands-on leadership