SMSF Manager: Trusted Advisor & Team Leader

BDO Administration Pty Ltd; Brisbane; On-site; AUD 120,000 - 180,000; Full time

Job summary

BDO Administration Pty Ltd in Brisbane is seeking an experienced Manager to lead a SMSF-focused team. You will oversee a portfolio of SMSF clients, ensure compliance and provide advisory support, mentoring junior staff and fostering strong client relationships.

The role requires solid SMSF technical knowledge across pensions, contributions, estate planning and restructures, with a focus on delivering value to clients and growth of the practice.

Qualifications

• Strong practical experience working with SMSFs.
• Experience managing and reviewing SMSF compliance engagements.
• Sound knowledge of Australian superannuation and SMSF taxation requirements.
• Ability to research and interpret technical superannuation issues.
• Strong client relationship and communication skills.
• Experience supervising, reviewing and developing junior team members.
• CA or CPA qualification, or equivalent relevant professional qualification.

Responsibilities

• Manage a portfolio of SMSF clients and build strong, trusted client relationships.
• Manage and review SMSF financial statements, tax returns and associated compliance work.
• Review team members' work and provide technical guidance and coaching.
• Manage workflow, budgets, WIP and engagement delivery to agreed timeframes.
• Identify and assist with SMSF advisory opportunities, particularly where clients are approaching retirement, succession or estate‑planning events.
• 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 a strong understanding of SMSF regulatory and taxation requirements and apply appropriate risk and quality processes.
• Liaise with clients' accountants, financial advisers, lawyers, auditors and other professional advisers where required.
• 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.

Skills

SMSF expertise

SMSF compliance

Client relationships

Team leadership

Technical guidance

Regulatory knowledge

Education

CA or CPA qualification

Job description

BDO Administration Pty Ltd in Brisbane is seeking an experienced Manager to lead a SMSF-focused team. You will oversee a portfolio of SMSF clients, ensure compliance and provide advisory support, mentoring junior staff and fostering strong client relationships.

The role requires solid SMSF technical knowledge across pensions, contributions, estate planning and restructures, with a focus on delivering value to clients and growth of the practice.