SMSF Leader | Regional VIC, Path to Partnership

Fuse Recruitment; Warrnambool; On-site; AUD 160,000 - 220,000; Full time

Benefits offered by this job

Pathway to partnership

Regional lifestyle

Competitive salary

Leadership role

Collaborative team environment

Job summary

Fuse Recruitment is seeking an experienced SMSF professional to lead the Self-Managed Super Funds function in Warrnambool, Victoria. This senior role offers mentorship of junior staff and close work with Partners, with a genuine pathway toward partnership and regional relocation support.

The successful candidate will own and develop a growing SMSF portfolio, ensuring compliance and providing strategic input to drive growth within the practice.

Qualifications

• 10+ years' experience within public practice accounting and/or SMSF advisory.
• CA or CPA qualification.
• Strong technical knowledge of SMSF legislation and compliance requirements.
• Extensive experience managing SMSF portfolios.
• High proficiency with BGL and related practice management systems.
• Proven leadership and team development experience.
• Strong commercial acumen and client relationship skills.
• A proactive, solutions-focused approach with aspirations towards leadership.

Responsibilities

• Managing and reviewing SMSF financial statements, tax returns, and audit-ready files.
• Leading, mentoring, and developing junior team members.
• Maintaining compliance with SMSF legislation and regulatory requirements.
• Managing workflow, resource allocation, and team performance.
• Building and maintaining strong client relationships.
• Supporting business development and identifying growth opportunities.
• Assisting with client meetings, strategic advice, and partner-level initiatives.
• Driving process improvements and operational efficiencies.

Skills

SMSF expertise

Leadership

Client relationship skills

Commercial acumen

Solution-focused

Education

CA or CPA

Tools

BGL

Job description

Fuse Recruitment is seeking an experienced SMSF professional to lead the Self-Managed Super Funds function in Warrnambool, Victoria. This senior role offers mentorship of junior staff and close work with Partners, with a genuine pathway toward partnership and regional relocation support.

The successful candidate will own and develop a growing SMSF portfolio, ensuring compliance and providing strategic input to drive growth within the practice.