Manager / Assistant Manager, SMSF

BDO; Adelaide; On-site; AUD 110,000 - 165,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Professional development support

Travel perks

Retail discounts

Flexible leave options

Community volunteering (BCaring)

Job summary

BDO is seeking an experienced SMSF Assistant Manager or Manager to join our team. You will manage SMSF client portfolios, delivering high-quality accounting, compliance and advisory services while supporting junior team members.

You will collaborate with Business Services and Private Wealth teams to ensure SMSF obligations are met accurately and on time, while building strong client relationships and providing timely advice.

Qualifications

• Tertiary qualifications in Accounting, Commerce or related discipline.
• CA or CPA qualification.
• Demonstrated management experience in SMSF accounting and compliance within a professional services environment.
• Strong knowledge of SMSF legislation, compliance requirements and Australian taxation concepts.

Responsibilities

• Manage SMSF client portfolio from commencement through to completion.
• Prepare and review SMSF financial statements, returns and workpapers.
• Ensure compliance with SMSF and taxation legislation.
• Coordinate audit requirements and liaise with auditor to resolve queries.
• Manage and monitor workflow, budgets, deadlines and client deliverables.
• Maintain accurate WIP reporting and billing readiness.
• Build strong client relationships and provide timely advice.
• Liaise with the ATO and other external stakeholders.
• Collaborate with internal teams to deliver integrated client outcomes.
• Identify and address compliance risks and process improvements.
• Provide coaching to junior team members, share technical knowledge.

Skills

SMSF accounting

SMSF compliance

Management experience

Client advisory

Communication

Education

Tertiary qualifications in Accounting, Commerce or related discipline

Tools

SMSF software

Job description

We’re BDO, a global professional services firm connected to local markets. Our people work together to provide specialist expertise, helping businesses achieve their goals. We inspire others, to go further. We create together, to reach higher. We build trust, to lead purposefully. Whether you're building your future or starting your career with us, you won’t do it alone. From creating solutions for our clients to building careers for our people, we shape what matters, and that’s where you come in.

About the Role

BDO is seeking an experienced SMSF Assistant Manager or Manager to join our team. In this role, you will manage the portfolio of Self-Managed Superannuation Fund (SMSF) clients, delivering high-quality accounting, compliance and advisory services while supporting the development of junior team members. Working closely with internal stakeholders across Business Services and Private Wealth, you will play a key role in providing an exceptional client experience and ensuring SMSF obligations are met accurately and on time. This is an excellent opportunity for a technically strong SMSF professional looking to take the next step in their career within a collaborative and supportive environment.

Key Responsibilities

• Manage SMSF client portfolio from commencement through to completion.
• Prepare and review SMSF financial statements, returns and workpapers.
• Ensure compliance with SMSF and taxation legislation.
• Coordinate audit requirements and liaise with auditor to resolve queries.
• Manage and monitor workflow, budgets, deadlines and client deliverables.
• Maintain accurate WIP reporting and billing readiness.
• Build strong client relationships and provide timely advice.
• Liaise with the ATO and other external stakeholders.
• Collaborate with internal teams to deliver integrated client outcomes.
• Identify and address compliance risks and process improvements.
• Provide coaching to junior team members, share technical knowledge and contribute to a positive team culture.

About You

• Tertiary qualifications in Accounting, Commerce or a related discipline.
• CA or CPA qualification.
• Demonstrated management experience in SMSF accounting and compliance within a professional services environment.
• Strong knowledge of SMSF legislation, compliance requirements and Australian taxation concepts.
• Experience reviewing work, identifying issues and providing practical solutions.
• Excellent organisational skills with the ability to manage multiple deadlines and competing priorities.
• Strong communication skills and the ability to explain technical information in a clear and practical manner.
• Experience using SMSF software.

Why BDO?

Working for BDO you will be part of a growing and market leading professional services firm. Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services. Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways. We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible.

• Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program.
• Access benefits such as travel perks, retail discounts, employee referral rewards, study, and professional development support.
• Our leave options cater to the unique needs of our people; and include enhanced family support, cultural and religious leave, and options to purchase additional leave.
• You can also give back and get involved in community initiatives via our BCaring program.

With a strong focus on learning and growth, we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience. Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive). We are proud to be recognised as an Inclusive Employer for 2025-2026 by Diversity Council of Australia and a 2024-2025 Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA). BDO is committed to inclusive and accessible recruitment practices. If you require any reasonable adjustments to support your application or interview process, we encourage you to contact our Talent Acquisition team at [e-mail]. We shape what matters. At BDO we are always looking ahead, thinking bigger, reaching further and always staying personal and human in everything we do. We’re by your side, backing you to explore ideas and new ways of working to shape the future you want to see.