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.
