SMSF Client Manager / Senior Accountant

Aus Prime Management And Consulting; Bengaluru; Hybrid; INR 2,500,000 - 4,000,000; Full time

Job summary

Prime Financial Group, a leading ASX-listed Australian financial group, seeks a senior SMSF professional to balance technical accounting with people management and client responsibilities in Bengaluru. You will oversee a team, review deliverables, and provide guidance on complex SMSF matters.

The role includes mentoring staff, managing a portfolio of SMSF clients, and engaging with advisers, the ATO, and other stakeholders to ensure compliant, high-quality service.

Qualifications

• 8+ years of Australian accounting experience with significant SMSF exposure.
• Hands-on experience preparing and reviewing SMSF financial statements and tax returns.
• Extensive knowledge of SMSF legislation, taxation, compliance, and reporting requirements.
• Proven experience leading, mentoring, and managing accounting teams.
• Strong people management and stakeholder management capabilities.

Responsibilities

• Lead SMSF accounting & technical review of deliverables.
• Review work by junior accountants for accuracy and compliance.
• Provide technical guidance on SMSF matters to the team.
• Manage client relationships and liaise with advisers and regulators.
• Drive process improvements and team performance.

Skills

SMSF accounting

Team leadership

Client management

Stakeholder mgmt

SMSF taxation

Regulatory compliance

Communication skills

Project management

Education

Bachelor's in Accounting/Commerce/Finance

Tools

Class Super

Xero

MYOB

Job description

Join Prime Financial Group A Leading ASX-Listed Australian Financial Group

Prime is a market-leading financial services firm with 200+ team members globally. We combine the agility of a startup with the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.

Learn more about Prime Financial Group

https://www.primefinancial.com.au

Job Description

This is a leadership-focused role for a highly experienced SMSF professional who can balance technical accounting expertise with people management and client relationship responsibilities.

The successful candidate will oversee the work performed by team members, review deliverables for accuracy and compliance, provide technical guidance on complex SMSF matters, and act as a key point of contact for clients and advisers. You will also be responsible for mentoring and developing team members while ensuring exceptional client service standards are maintained

Key Responsibilities

SMSF Accounting & Technical Review

• Prepare and review SMSF financial statements, income tax returns, workpapers, and compliance-related documentation.
• Review and approve work completed by accountants and senior accountants.
• Ensure all deliverables meet quality, compliance, and regulatory standards.
• Provide technical guidance on SMSF accounting, taxation, and compliance matters.
• Ensure compliance with SMSF regulatory requirements, including BAS, IAS,TBAR,PAYG, and annual reporting obligations.
• Handle complex accounting and taxation matters escalated by team members.

Team Leadership & Management

• Lead, mentor, coach, and develop a team of SMSF accountants.
• Review team workloads and allocate tasks effectively.
• Conduct quality reviews and provide constructive feedback.
• Monitor team performance, productivity, and delivery timelines.
• Support hiring, onboarding, training, and capability development initiatives.
• Foster a collaborative, high-performance team culture.
• Drive process improvements and operational efficiencies.

Client Management & Stakeholder Engagement

• Manage a portfolio of SMSF clients.
• Serve as a trusted adviser to clients and stakeholders.
• Build and maintain strong client relationships through proactive communication.
• Participate in client meetings and provide professional advice on SMSF-related matters.
• Liaise directly with clients, advisers, auditors, the ATO, and other external stakeholders.
• Independently manage client queries and ensure timely resolution of issues.
• Deliver exceptional client service and maintain high client satisfaction levels.

Required Skills & Experience

• Bachelors degree in Accounting, Commerce, Finance, or a related discipline.
• 8+ years of Australian accounting experience with significant SMSF exposure.
• Strong hands-on experience preparing and reviewing SMSF financial statements and tax returns.
• Extensive knowledge of SMSF legislation, taxation, compliance, and reporting requirements.
• Proven experience reviewing work prepared by junior and senior accountants.
• Demonstrated experience leading, mentoring, and managing accounting teams.
• Strong people management and stakeholder management capabilities.
• Experience using Class Super and/or other leading SMSF platforms.
• Strong knowledge of Australian accounting software such as Xero, MYOB, and similar systems.
• Exceptional verbal and written communication skills.
• Proven client-facing experience with Australian clients.
• Ability to independently manage client relationships and conduct client meetings.
• Strong analytical, problem-solving, and organizational skills.
• Capability to manage multiple priorities, clients, and team deliverables simultaneously

Why Join Prime?

At Prime, you're more than just a team member. You're a key part of our clients experience. We invest in your development, support your growth, and provide opportunities to build a meaningful, long-term career.