SMSF Senior Client Manager & SMSF Manager - Perth

Recruitment Expert; Western Australia; On-site; AUD 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Perth is seeking a highly skilled Senior Client Manager to oversee a diverse portfolio of self-managed super funds. This position offers a pathway to partnership and requires at least five years of experience in SMSF, strong accounting expertise, and excellent communication skills. Candidates with CA/CPA qualifications are preferred. Interested applicants are invited to contact for a confidential discussion.

Qualifications

• At least 5 years of experience in SMSF.
• Advanced skills for Class Super, BGL 360, and SuperMate.
• RG146 qualification would be advantageous.

Responsibilities

• Manage your own portfolio of clients.
• Work closely with junior team members.

Skills

Experience in SMSF

Strong communication skills

Ability to manage junior team members

Strong work ethic

Education

CA/CPA qualification

SMSF Adviser (SSA) Qualification

Tools

Class Super

BGL 360

SuperMate

Job description

Progressive and fast‑growing Perth firm is looking for a highly skilled Manager / Senior Manager to manage a diverse portfolio of SELF‑MANAGED SUPER FUNDS. This role offers a fast‑track pathway to PARTNER / DIRECTOR position.

The Role

This is a Senior Client Manager & Manger position where your key responsibility will be working with your own portfolio of clients.

Ideally you will be or have :

• At least 5 years of experience in SMSF
• SMSF Adviser (SSA) Qualified
• RG146 would be advantageous, but not a requirement
• Advanced Skills for Class Super or BGL 360, and SuperMate
• CA/CPA qualification desired, or at least working towards this qualification
• Strong technical expertise in accounting principles, taxation, and financial reporting.
• Ability to manage client portfolio and junior team members
• Strong communication skills both written and verbal
• Strong work ethic
• Ability to work well in a team

NEXT STEPS

If you are someone who aims to work in an innovative organisation that values its people first by providing you with a workplace culture that promotes staff well‑being, then you are perfect for this role! Please email Hannah: [e-mail] with your CV to arrange a strictly confidential discussion about these great opportunities.

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years of public practice accounting experience do you have?
• Have you finished your CA/CPA qualifications?

Senior Client Manager / Senior Accountant – Business Services (CA/CPA)