SMSF Manager

Talentify; Melbourne; Hybrid; AUD 140,000 - 180,000; Full time

Benefits offered by this job

Equity & Partnership

WFH after probation

Early Friday finish (3pm in summer)

Wellness day

Regular team activities

Job summary

Talentify is seeking an ambitious SMSF Manager to own and grow its SMSF division within a boutique professional services firm in Melbourne, Australia. You will manage an established portfolio (~400 SMSFs) and lead client relationships while partnering with an experienced Partner on strategic growth.

The role offers genuine long-term equity participation and potential for partnership, with flexible work-from-home options after probation and a supportive team culture focused on delivery excellence.

Qualifications

• Extensive experience within SMSF accounting and administration.
• Senior SMSF Accountant, Assistant Manager or SMSF Manager capacity.
• Strong technical knowledge of SMSF compliance and taxation.
• Confidence managing client relationships and providing technical advice.
• Experience reviewing work and supporting junior team members.
• Strong organisational and workflow management skills.
• Proactive mindset with the ability to work autonomously.
• Ambition to progress into a senior leadership or partnership position.

Responsibilities

• Managing an established portfolio of approximately 400 SMSFs.
• Overseeing the preparation and review of SMSF financial statements and tax returns.
• Managing client relationships and acting as a trusted technical adviser.
• Providing guidance, support and technical direction to the SMSF team.
• Reviewing work and ensuring compliance with relevant legislation and regulatory requirements.
• Managing workflow, deadlines and client deliverables.
• Identifying opportunities to improve processes and service delivery.
• Working closely with Partners on business development and the strategic growth of the SMSF division.

Skills

SMSF accounting

Client relationships

Team leadership

Regulatory compliance

Tax knowledge

Tools

SMSF software

Job description

We're partnering with a growing boutique professional services firm seeking an ambitious SMSF Manager to take ownership of its SMSF division and play an important role in the continued growth of the business.

With an established client portfolio of approximately 400 funds, you'll have the opportunity to lead client relationships, oversee technical delivery and work closely with an experienced Partner who is looking to transition more responsibility to the successful candidate.

Importantly, this opportunity offers genuine long-term potential for equity participation and partnership for the right individual.

Why This Opportunity Stands Out

• Equity & Partnership: Genuine opportunity to buy into the business and progress towards partnership.
• Leadership & Ownership: Take responsibility for an established SMSF portfolio and play a key role in shaping the division.
• Business Growth: Join an expanding firm with ambitious growth plans and recent acquisition activity.
• Direct Partner Exposure: Work closely with an experienced Partner and benefit from their technical knowledge and mentorship.
• Flexibility: Work-from-home flexibility following probation.
• Work-Life Balance: Early finishes during summer, with Fridays wrapping up at 3pm.
• Team Culture: Collaborative, social and supportive working environment.
• Additional Benefits: Wellness day and regular team activities.

We're partnering with a growing boutique professional services firm seeking an ambitious SMSF Manager to take ownership of its SMSF division and play an important role in the continued growth of the business.

With an established client portfolio of approximately 400 funds, you'll have the opportunity to lead client relationships, oversee technical delivery and work closely with an experienced Partner who is looking to transition more responsibility to the successful candidate.

Importantly, this opportunity offers genuine long-term potential for equity participation and partnership for the right individual.

Why This Opportunity Stands Out

• Equity & Partnership: Genuine opportunity to buy into the business and progress towards partnership.
• Leadership & Ownership: Take responsibility for an established SMSF portfolio and play a key role in shaping the division.
• Business Growth: Join an expanding firm with ambitious growth plans and recent acquisition activity.
• Direct Partner Exposure: Work closely with an experienced Partner and benefit from their technical knowledge and mentorship.
• Flexibility: Work-from-home flexibility following probation.
• Work-Life Balance: Early finishes during summer, with Fridays wrapping up at 3pm.
• Team Culture: Collaborative, social and supportive working environment.
• Additional Benefits: Wellness day and regular team activities.

The Role

As SMSF Manager, you'll take responsibility for the day-to-day management and continued development of the SMSF function.

Your responsibilities will include:

• Managing an established portfolio of approximately 400 SMSFs.
• Overseeing the preparation and review of SMSF financial statements and tax returns.
• Managing client relationships and acting as a trusted technical adviser.
• Providing guidance, support and technical direction to the SMSF team.
• Reviewing work and ensuring compliance with relevant legislation and regulatory requirements.
• Managing workflow, deadlines and client deliverables.
• Identifying opportunities to improve processes and service delivery.
• Working closely with Partners on business development and the strategic growth of the SMSF division.

About You We're looking for someone who combines strong technical SMSF knowledge with the personality and ambition to take ownership.

Ideally, you'll bring:

• Extensive experience within SMSF accounting and administration.
• Previous experience in a Senior SMSF Accountant, Assistant Manager or SMSF Manager capacity.
• Strong technical knowledge of SMSF compliance and taxation.
• Confidence managing client relationships and providing technical advice.
• Experience reviewing work and supporting junior team members.
• Strong organisational and workflow management skills.
• A proactive mindset with the ability to work autonomously.
• Ambition to progress into a senior leadership or partnership position.

Your Next Move

This is an opportunity to join a growing business at an exciting stage of its development, where your contribution will genuinely matter.

If you're an experienced SMSF professional looking for greater autonomy, leadership responsibility and the possibility of becoming an equity partner, we'd welcome a confidential conversation.

• SMSF Manager
• Equity & Partnership Opportunity
• Take ownership. Shape the future. Build towards partnership.