Take ownership of a complex SMSF portfolio within an established mid-size firm, with strong client exposure, leadership responsibility and a clear pathway into management.
About the Firm
This opportunity sits within a well-established Sydney mid-size accounting and advisory practice with around 65 staff, backed by a national network of 34 Partners and more than 230 staff.
The firm provides services across accounting, tax, audit, business advisory, international advisory and wealth management. It combines the technical capability of a larger firm with a personalised, partner-led culture and has a strong track record of internal promotion and long-term staff development.
Position Overview
As an SMSF Senior or Supervisor, you will take responsibility for the day-to-day management of a technically complex SMSF portfolio.
Key responsibilities include:
- Managing approximately 150 SMSF funds
- Acting as a key point of contact for clients, partners and managers
- Reviewing SMSF compliance work completed by junior and offshore staff
- Managing workflow, deadlines and service delivery across the portfolio
- Supporting and mentoring a junior/graduate team member
- Escalating complex technical matters to senior leadership where required
- Building strong client relationships and maintaining high service standards
The portfolio is technically demanding, so this role suits someone who enjoys more complex SMSF work rather than high-volume, straightforward compliance.
Requirements
- 4+ years' experience in SMSF accounting within public practice
- Strong experience managing complex SMSF funds
- Excellent written and verbal communication skills are a MUST
- Confidence dealing directly with clients and senior stakeholders
- Experience with BGL360 highly regarded
- SMSF qualification preferred
- CA qualification is not essential
- Strong organisational and workflow management skills
Benefits
- Salary package up to $150,000 depending on experience
- Clear pathway from Senior to Supervisor and Manager
- Strong exposure to complex SMSF work
- Direct interaction with Partners and senior leadership
- Opportunity to mentor junior staff and coordinate offshore resources
- Stable mid-tier environment with strong internal progression
- National and international network exposure
- Supportive, relationship-driven 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.
