SMSF Manager

Bentley Recruitment; Brisbane; On-site; AUD 80,000 - 110,000; Full time

Job summary

Bentley Recruitment is seeking an SMSF Accountant to join our Brisbane team. The role suits an Intermediate to Manager-level candidate with SMSF experience and a drive to manage a diverse client portfolio and complex investment structures.

You will deliver end-to-end SMSF compliance services, liaising with clients and advisers to meet deadlines and maintain high service standards across a range of funds.

Qualifications

• 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.

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

Attention to detail

Client relationships

Deadline management

Communication

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.