SMSF Manager | Pensions, Estate Planning & Advisory

BDO; Brisbane; On-site; AUD 130,000 - 180,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Corporate discounts

Professional development support

Flexible leave options

Job summary

BDO Brisbane is seeking an experienced Manager to join the SMSF specialist team, focusing on Self-Managed Superannuation Funds. You will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, and provide technical guidance.

You will review staff work, coach juniors, manage workflow and budgets, and pursue advisory opportunities around retirement and estate planning. Strong SMSF knowledge and client relationship skills are essential.

Qualifications

• SMSF experience required.
• Experience reviewing SMSF compliance engagements.
• Knowledge of Australian superannuation and SMSF taxation required.
• Ability to research and interpret technical superannuation issues.
• Strong client relationship and communication skills.
• Experience supervising juniors and developing staff.
• Strong organisational skills and ability to manage deadlines.

Responsibilities

• Manage a portfolio of SMSF clients and build strong, trusted client relationships.
• Manage and review SMSF financial statements, tax returns and compliance work.
• Review team members' work and provide technical guidance and coaching.
• Manage workflow, budgets, WIP and engagement delivery to timeframes.
• Identify SMSF advisory opportunities around retirement, succession or estate planning.
• Assist clients with pension commencements, contributions, benefit payments, trustee changes, restructures, rollovers and other SMSF matters.
• Support more complex SMSF matters including death benefits and estate planning implementation.
• Maintain SMSF regulatory and taxation knowledge and apply risk and quality processes.
• Liaise with clients' accountants, financial advisers, lawyers, auditors and other advisers.
• Contribute to the development of junior team members through technical support, coaching and on-the-job training.
• Support the continued growth and development of the Superannuation practice.

Job description

BDO Brisbane is seeking an experienced Manager to join the SMSF specialist team, focusing on Self-Managed Superannuation Funds. You will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, and provide technical guidance.

You will review staff work, coach juniors, manage workflow and budgets, and pursue advisory opportunities around retirement and estate planning. Strong SMSF knowledge and client relationship skills are essential.