SMSF & Tax Manager

WT Wealth; Brisbane; Remote; AUD 126,000 - 154,000; Full time

Benefits offered by this job

Remote work

Equity eligibility after 2 years

Performance bonus up to $60,000

Fully remote team distribution

Job summary

WT Wealth seeks an SMSF & Tax Manager to take technical and client ownership within an integrated advisory group. You will lead an offshore team and sign off on compliance work, providing strategic tax input while maintaining strong client relationships.

The role emphasizes senior, Australian-qualified practice leadership with remote delivery and equity path after 2 years.

Qualifications

• Registered tax agent with TPB or eligible to register within one month.
• 5+ years in Australian public practice with SMSF experience across the full cycle.
• Ability to review complex files and sign off on work.

Responsibilities

• Review and sign off on financial statements and tax returns across clients.
• Oversee SMSF compliance end-to-end and liaise with auditors.
• Provide tax planning and structuring advice to clients.
• Own a client portfolio and guide offshore team output.
• Lead process improvements in workflow, systems and quality control.

Skills

CA/CPA qualified

Client ownership

Review experience

SIS Act knowledge

Clear communication

Self-directed work

Remote team leadership

Australian work rights

Offshore supervision

Accounting + advisory alignment

BGL Simple Fund 360

Xero

Education

CA (CA ANZ) or CPA (CPA Australia)

Tools

BGL Simple Fund 360

Xero

Job description

Review and advise. Don't prepare. Work from anywhere. Earn up to $200,000 plus super, with a path to equity.

WT Wealth is looking for an SMSF & Tax Manager to take technical and client ownership of our accounting practice. An established team handles the compliance preparation. Your time goes on review, judgement, client relationships and advice – the work that needs a senior Australian-qualified practitioner.

About us

WT Wealth is an integrated advisory firm. Accounting, financial planning, lending and property strategy sit inside one group and work from one client picture, so our clients aren't handed between disconnected providers. Our accounting practice looks after around 800 SMSF clients and more than 100 individual tax clients, with compliance and advisory work across both.

The team you'll lead

Our offshore accounting team is 7 accountants, including an Australian-qualified CA, supported by 3 support staff. They have worked together for more than two years with zero attrition. They produce the compliance work. You set the standard, review it, sign it off and develop the team. It's a stable, capable group, and the role is about leading it, not cleaning up after it.

What you'll do

• Review financial statements and income tax returns for individuals, companies, trusts, partnerships and SMSFs, and take responsibility for technical accuracy before lodgement
• Act as a signing tax agent for client lodgements under the practice's TPB registration
• Make the technical judgement calls on complex positions
• Oversee SMSF compliance end to end: annual accounts, member statements, tax returns, liaison with approved SMSF auditors, and resolution of audit queries
• Advise on SMSF compliance and structuring, including contribution and pension strategies, in-house asset and related-party issues, and property held in super
• Provide practical tax planning and structuring advice to clients
• Own a client portfolio and be the person those clients call
• Work with our financial advisers on integrated strategies and provide the tax input to advice documents
• Lead the offshore team: set review standards, close recurring error patterns and give feedback that builds capability
• Improve how the practice runs: workflow, systems, automation and quality control

What you'll bring

• CA (CA ANZ) or CPA (CPA Australia) qualified
• Registered tax agent with the Tax Practitioners Board, or eligible to register and able to complete registration within one month of starting. We'll fund and support your application.
• 5+ years in Australian public practice, including solid SMSF experience across the full compliance cycle
• Review experience – you can pick up a file someone else built and find what's wrong with it
• Strong working knowledge of the SIS Act and Regulations, ATO SMSF guidance, and current superannuation caps and thresholds
• Clear written and verbal communication – you can explain a complex position to a client in plain English and give clear direction to a remote team
• The self-direction to manage your own week
• Australian work rights
• Experience supervising or reviewing offshore team output
• Experience in a firm where accounting and financial advice sit side by side
• Familiarity with BGL Simple Fund 360 and Xero

What we offer

• $140,000 base plus superannuation, reviewed annually
• Performance bonus of up to $60,000, based on a balanced scorecard that includes growing revenue by expanding the services existing clients use. No new-client business development is required.
• Equity eligibility after 2 years, subject to performance
• Fully remote. Our team is already distributed across time zones, and we're set up for it.
• Full-time, with part-time considered for the right person
• CA/CPA membership, TPB registration and CPD fully funded
• A role built around senior work, not volume – preparation is handled by an established team
• Direct exposure to the advice, lending and property sides of the business
• Small enough that your work is visible, structured enough that it's supported