SMSF Manager
Sydney CBD | Up to $160,000 Package
Short Summary
Lead a substantial SMSF portfolio within a growing advisory firm where you will be the primary client contact, managing complex superannuation matters while working closely with partners and senior leadership.
Why Apply?
Manage a large, established SMSF portfolio with direct client relationships
Leadership exposure working closely with partners and senior management
Hybrid flexibility available after probation (up to two days WFH)
About the Firm
This opportunity sits within a well-established Sydney-based accounting and advisory firm with approximately 40-50 professionals and 9 partners.
The firm provides a wide range of services including business services, tax advisory, audit & assurance, corporate advisory and wealth services. Clients include privately owned businesses, entrepreneurs, property investors and high-net-worth family groups.
Operating with a partner-led service model, the firm combines the technical capability of a mid-tier practice with the close client relationships and agility of a boutique advisory firm. Teams work closely with partners and clients, providing commercially focused advice and strategic support beyond traditional compliance.
The firm is known for its collaborative culture and strong exposure to senior leadership, allowing professionals to develop both technical expertise and commercial insight.
Position Overview
As an SMSF Manager, you will oversee a substantial portfolio of Self-Managed Superannuation Fund clients and act as the primary point of contact for client queries and service delivery.
This is a 100% client-facing role focused on managing relationships, overseeing compliance workflows and ensuring high-quality delivery across the SMSF portfolio.
Key responsibilities include:
Managing 150 SMSF funds directly, with oversight of an additional 100 funds
Acting as the primary contact for client queries and communication
Managing workflow, deadlines and service delivery across the SMSF portfolio
Reviewing and overseeing SMSF compliance work including financial statements and tax returns
Liaising with partners and senior leadership on complex technical matters
Mentoring and guiding a junior team member within the advisory team
Coordinating with offshore support resources where required
Ensuring strong client relationships and high service standards across the portfolio
The role reports directly to partners within the advisory team and works closely with a Senior Manager specialising in SMSF.
Requirements
7+ years' experience in SMSF accounting and advisory
Experience managing a large SMSF client portfolio
Strong knowledge of SMSF compliance, taxation and regulatory requirements
Ability to manage workflow and client relationships independently
Excellent written and verbal communication skills
Strong organisational and leadership abilities
CA qualified preferred (CPA with relevant experience also considered)
Benefits
Salary package up to $160,000 depending on experience
Manage an established SMSF portfolio with strong client relationships
Direct exposure to partners and senior leadership
Opportunity to mentor team members and contribute to team growth
Hybrid working available after 6 months (up to two days per week)
Modern Sydney CBD office within a collaborative professional services environment
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.
