SMSF Manager

Bentley; Brisbane; On-site; AUD 70,000 - 110,000; Full time

Job summary

Bentley is seeking an SMSF Accountant in Brisbane, Australia, to manage an end-to-end SMSF compliance portfolio across various funds and complex structures. The role suits an Intermediate to Manager-level candidate with SMSF experience and a focus on client interaction and deadlines.

You will handle BAS, financial statements and SMSF annual returns, liaise with clients and advisers, and work across accumulation and pension-phase funds with exposure to diverse asset classes.

Qualifications

• SMSF accounting and compliance experience.
• Experience using BGL360.
• Strong attention to detail and ability to manage deadlines.
• Confident communication and ability to build relationships with clients and advisers.

Responsibilities

• Prepare BAS, financial statements and SMSF annual returns.
• Manage a portfolio of SMSF clients, including complex funds with significant asset values.
• Work across accumulation and pension-phase funds.
• Prepare accounts and compliance work for funds holding Australian and international shares, unlisted investments, commercial property and residential property.
• Liaise with clients and advisers to ensure timely completion of compliance obligations.

Skills

SMSF accounting

Compliance

BGL360

Attention to detail

Communication

Client relationship management

Tools

BGL360

Job description

The Opportunity

An established multidisciplinary professional services firm is seeking an SMSF Accountant to join its team. This opportunity suits an Intermediate to Manager-level candidate with SMSF experience looking to manage a diverse portfolio of clients and complex investment structures.

You’ll work across a range of funds, providing end-to-end SMSF compliance services while liaising with clients and advisers to ensure deadlines are met.

Key Responsibilities

• Prepare BAS, financial statements and SMSF annual returns.
• Manage a portfolio of SMSF clients, including complex funds with significant asset values.
• Work across accumulation and pension-phase funds.
• Prepare accounts and compliance work for funds holding Australian and international shares, unlisted investments, commercial property and residential property.
• Liaise with clients and advisers to ensure timely completion of compliance obligations.

About You

• Previous experience in SMSF accounting and compliance.
• Experience using BGL360.
• Strong attention to detail and the ability to manage competing deadlines.
• Confident communication skills and the ability to build relationships with clients and advisers.
• Experience managing an SMSF portfolio, with exposure to complex funds depending on your level.

About the Firm

This established professional services group has approximately 100 staff across Brisbane and the Sunshine Coast. Its service offerings include SMSF accounting, tax and business services, private family office, bookkeeping, property management, CFO advisory, cybersecurity and enterprise solutions.

The firm works with high-net-worth individuals, SMEs and larger private businesses across various industries, offering exposure to a broad client base and specialist service lines.