SMSF Accounting Manager — Client Portfolio Lead

BDO Administration Pty Ltd; Adelaide; On-site; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Professional development

Employee discounts

Job summary

BDO Australia is seeking an experienced SMSF Assistant Manager or Manager to lead a portfolio of SMSF clients, delivering high-quality accounting, compliance and advisory services. You will work with Business Services and Private Wealth to ensure SMSF obligations are met accurately and on time, while mentoring junior team members.

Join a collaborative environment with opportunities for growth, coaching, client relationship management, and cross-team collaboration across the firm.

Qualifications

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

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.

Skills

SMSF accounting

Client relations

Communication

Leadership

Education

Accounting/Commerce degree

Tools

SMSF software

Job description

BDO Australia is seeking an experienced SMSF Assistant Manager or Manager to lead a portfolio of SMSF clients, delivering high-quality accounting, compliance and advisory services. You will work with Business Services and Private Wealth to ensure SMSF obligations are met accurately and on time, while mentoring junior team members.

Join a collaborative environment with opportunities for growth, coaching, client relationship management, and cross-team collaboration across the firm.