Manager (SMSF)
Core
Lead the specialist SMSF division by overseeing accounting, taxation, and compliance services for a diverse portfolio of Self-Managed Super Funds.
Role type
Manager, hands-on IC with leadership responsibilities
Builds
SMSF accounting, taxation, and compliance services for clients
Domain
Australian Financial Services / Superannuation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
SMSF portfolio management, Australian SMSF taxation expertise, regulatory compliance knowledge, financial statement review, client relationship management, external auditor liaison, workflow delegation, team mentoring, budget management, BGL 360 proficiency
Preferred skills
CA or CPA qualification, experience with remote team oversight, systems improvement initiatives
Technologies
BGL 360
Responsibilities
Manage an established SMSF portfolio and act as key client contact; oversee delivery of accounting, tax, and compliance work; review financial statements, tax returns, and compliance documentation; coordinate annual audits and liaise with external auditors and the ATO; delegate work and review output from remote accountants; coach and mentor team members; monitor job progress, productivity, and budgets; contribute to internal training and process improvements.
Seniority
Manager, hands-on IC with team leadership