Smsf Supervisor / Manager

Frog Recruitment; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Frog Recruitment seeks an experienced SMSF Lead to head a specialist portfolio within a well-established professional services firm. You will lead service delivery, guide clients, and coordinate a small team across internal and offshore support.

You will review SMSF financial statements, annual returns and complex transactions while ensuring regulatory compliance and timely delivery. Strong communication and leadership are essential for long-term client partnerships.

Qualifications

• Strong SMSF accounting and compliance expertise in public practice.
• Experience reviewing SMSF transactions and coordinating with ATO requirements.
• Ability to lead a small team and manage client relationships.

Responsibilities

• Lead preparation and review of SMSF financial statements, annual returns and supporting documentation.
• Review complex SMSF transactions and ensure compliance with superannuation legislation.
• Own portfolio workflow, deadlines and allocation across internal/offshore teams.
• Coordinate annual SMSF audits and address auditor queries.
• Serve as primary SMSF client contact and provide practical guidance.

Skills

SMSF accounting

Taxation compliance

Leadership

Client relationships

Workflow management

Education

CA or CPA

SMSF Specialist accreditation (advantage)

Tools

BGL Simple Fund 360

Job description

Ready to take the lead in SMSF (Self-Managed Super Funds)? Join a well-established professional services firm with a fantastic corporate culture where you can build strong client relationships, take ownership of a specialist portfolio, and help a small team of 1-2 employees develop. Working alongside experienced accounting professionals and offshore support teams, you will combine technical expertise with hands-on leadership across SMSF compliance, advisory services and workflow management.

Reporting to the Client Director, you will be at the centre of the firm's SMSF portfolio -leading service delivery, guiding clients and keeping work moving. In this role, you will:

• Lead the preparation and review of SMSF financial statements, annual returns and supporting documentation.
• Put your technical expertise to work reviewing complex SMSF transactions and managing compliance with superannuation legislation, taxation requirements and ATO regulations.
• Take charge of portfolio workflow, compliance deadlines and work allocation across internal and offshore teams.
• Keep annual audits on track by coordinating the process, resolving auditor queries and following through on outstanding matters.
• Be the primary contact for SMSF clients, building trusted relationships and providing practical guidance on technical matters.
• Help your team grow through coaching, training and continuous improvement.

Bring your SMSF expertise and ambition to lead. You will have Australian public practice experience with a strong focus on SMSF accounting, taxation and compliance, including managing portfolios, reviewing technical work and coordinating compliance obligations. Strong knowledge of SMSF legislation, ATO requirements, audit processes and financial reporting is essential, alongside proficiency with BGL Simple Fund 360. You will bring clear communication, strong organisation and the desire to lead and develop stakeholder management skills to support both clients and colleagues. CA or CPA qualifications will be highly regarded, and SMSF Specialist accreditation is an advantage.

Ready for a role you can truly own? If you are excited by the opportunity to lead a growing SMSF portfolio, build lasting client relationships and develop a small team, we would love to hear from you.