Manager – Self-Managed Superannuation Funds (SMSF)
Core
Manage a portfolio of Self-Managed Superannuation Fund (SMSF) clients, ensuring timely delivery of financial statements, tax returns, and compliance obligations.
Role type
Manager, SMSF Specialist
Builds
SMSF compliance files, financial statements, and tax returns for Australian clients
Domain
Financial Services / Superannuation / Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
SMSF legislation and compliance knowledge, financial statement review, tax return preparation, team leadership and mentoring, workflow management, stakeholder management, business development, process improvement via automation
Preferred skills
Class Super experience, onshore/offshore team management, thought leadership contributions
Technologies
automation tools, AI solutions
Responsibilities
Manage SMSF client portfolios and deliver compliance obligations; Review workpapers and client deliverables for technical accuracy; Lead and mentor a team of SMSF professionals; Drive workflow management and quality assurance; Identify process improvement opportunities using technology; Assist in business development and client presentations; Support national projects and thought leadership; Manage billing, profitability, and risk.
Seniority
Manager, hands-on leadership