About the Firm

This is a highly regarded, privately-owned accounting and advisory firm that would comfortably sit in the top 40 nationally if AFR ranked them. Known for technical excellence, client-first service, and long-standing relationships, they deliver integrated solutions in Accounting, Tax, SMSF Administration, Audit, Business Advisory, and Wealth Management. The Sydney CBD office works closely with a skilled offshore team in India for compliance work, allowing the local team to focus on review and client engagement.

The Role: SMSF Manager

Manage a portfolio of ~500 SMSF funds worth $2M in client fees. The offshore team (using ClassSuper) completes the preparation and first review, and your focus will be the final technical review before partner sign-off. No business development required; this is a hands-on technical and quality control role.

Key Responsibilities

• Manage and perform final review for a portfolio of ~500 SMSF funds.

• Ensure accuracy, compliance, and technical excellence before partner sign-off.

• Liaise with the Offshore SMSF Manager and partners to resolve technical issues.

• Stay current with SMSF legislation and ATO requirements.

Candidate Profile

• Significant SMSF management experience, ideally with large portfolios.

• Proficient in SMSF compliance, superannuation law, and ClassSuper.

• Strong attention to detail and ability to work independently.

• Excellent communication skills for working with local and offshore teams.

• Qualifications: CA, CPA, ASFA qualified and/or SMSF Specialist course completed.

Why Join?

• Up to $160k package in a stable, well-structured firm.

• Review-focused role with minimal compliance prep.

• Central Sydney CBD location with partner access and supportive culture.

If you are a motivated and ambitious individual looking to take the next step in your career, hit the apply button now for this exciting opportunity or call Luis Martinez on 0461 402 531.