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.