Senior SMSF Leader | Path to Equity Partner

FemEdge Solutions

Melbourne

Hybrid

AUD 180,000 - 280,000

Full time

9 days ago

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Benefits offered by this job

Competitive salary
Flexible work arrangements

Job summary

FemEdge Solutions is seeking an experienced SMSF professional to lead its SMSF division within an established accounting and advisory firm. The role combines client advisory, technical review and people leadership, with a clear pathway to Associate and Equity Partner.

You’ll own client relationships from day one, work with senior advisers and influence division operation while growing your own portfolio of trusted clients. Flexible work arrangements are offered.

Qualifications

  • Significant hands-on SMSF experience and strong Australian taxation knowledge.
  • Proven experience reviewing SMSF compliance work and identifying technical issues.
  • Confident managing client relationships and leading client conversations.
  • Experience coaching, mentoring or supervising team members.
  • Strong written and verbal communication skills.
  • Able to manage competing priorities, exercise sound judgement and follow through.
  • Collaborative, approachable and open to continued learning.
  • Exposure to SMSF strategies, contributions, pensions, estate planning or succession planning will be highly regarded.

Responsibilities

  • Own client relationships and lead a team from day one.
  • Attend and lead strategic client meetings.
  • Review SMSF compliance and advisory work, providing technical guidance.
  • Mentor and develop team members.
  • Manage workflow, priorities and team performance.
  • Contribute to leadership decisions and business improvement initiatives.
  • Build towards Associate and Equity Partner through leadership and results.

Skills

SMSF expertise
Client relationships
Team leadership
Australian taxation
Advisory & reviews

Job description

FemEdge Solutions is seeking an experienced SMSF professional to lead its SMSF division within an established accounting and advisory firm. The role combines client advisory, technical review and people leadership, with a clear pathway to Associate and Equity Partner.

You’ll own client relationships from day one, work with senior advisers and influence division operation while growing your own portfolio of trusted clients. Flexible work arrangements are offered.

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