SMSF Manager

Rezonate Recruitment; Sydney; Presencial; AUD 120.000 - 160.000; Tempo integral

Resumo da vaga

Rezonate Recruitment is seeking an experienced SMSF Manager for a premier accounting and advisory practice in Sydney. You will lead SMSF work, from financial statements to audits, acting as the main client contact and coordinating with onshore and offshore teams.

You will ensure compliance with superannuation legislation, manage deadlines, and provide clear, actionable advice to clients. The role emphasizes ownership, accuracy, and proactive value-add across tax and advisory services.

Qualificações

• 4+ years in an Australian accounting firm with SMSF experience.
• CA or CPA designation preferred; SSA accreditation would stand out.

Responsabilidades

• Review SMSF financial statements, annual returns and supporting workpapers.
• Manage end-to-end SMSF portfolio, including deadlines, lodgements and progress.
• Coordinate work between onshore and offshore teams; track WIP and review stages.
• Oversee annual audit cycle from auditor queries to sign-off.
• Build strong client relationships as the main SMSF contact.

Conhecimentos

SMSF management

Client relationship

Tax & compliance knowledge

CA/CPA designation

Xero accounting

BGL Simple Fund 360

Team leadership

Formação

CA or CPA designation preferred

Ferramentas

BGL Simple Fund 360

Xero

Microsoft Office

Descrição da vaga

Our client is a well-regarded accounting and business advisory practice with a growing SMSF client base. They’re looking for an experienced SMSF Manager to join the team.

This isn’t a back-office compliance role. You’ll be the technical lead, the main point of contact for clients and the person who keeps the SMSF workflow moving. You’ll work alongside internal accountants, an offshore team and external auditors to make sure every fund is delivered accurately and on time.

What you’ll be doing - it's a mix!

Technical & compliance

• Reviewing SMSF financial statements, annual returns and supporting workpapers
• Working through complex areas such as pensions, contributions, benefit payments, related-party dealings and investment compliance
• Spotting compliance risks early and recommending practical solutions
• Keeping up to date with changes to superannuation legislation and ATO requirements

Portfolio & workflow

• Owning the SMSF portfolio end to end, including deadlines, lodgements and job progress
• Allocating and coordinating work between the onshore team and offshore resources
• Tracking WIP, outstanding client information and review stages
• Managing the annual audit cycle, from auditor queries through to sign-off
• Training and upskilling team members

Client relationships

• Building strong, long-term relationships as the main contact for your SMSF clients
• Turning complex super concepts into clear advice clients can act on
• Guiding clients on contributions, retirement income streams and other fund matters, within the limits of the firm’s licensing
• Spotting chances to add value through the firm’s wider tax and accounting services
• Partnering with other client managers so clients get consistent, seamless service

What you’ll bring

• At least 4 years in an Australian accounting firm, with a solid grounding in SMSF work
• A CA or CPA designation is preferred. SSA accreditation would set you apart
• A deep understanding of how SMSFs work, from the rules and regulations through to year-end reporting and the audit process
• A track record of running your own book of SMSF clients and getting jobs reviewed, audited and lodged on time
• Confidence using BGL Simple Fund 360. If you’ve guided junior staff or worked with an offshore team, even better
• Comfort working in Xero and the Microsoft suite
• The ability to put clients at ease and talk them through technical issues
• A careful, detail-focused eye when checking work
• Self-motivation and good organisation, so you can keep multiple deadlines on track without close supervision
• An open mind and a willingness to embrace new ways of working

What’s on offer

• Autonomy and ownership of your own portfolio
• A respected firm with a strong SMSF client base
• A supportive, professional team environment